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iShares Core 80/20 Aggressive Allocation ETF

261 hedge funds and large institutions have $340M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
261
Holders Change
+8
Holders Change %
+3.16%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
119
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MA
151
Mezzasalma Advisors
New Jersey
$353K 5,321 -50 -0.9%
LA
152
Lane & Associates
New Jersey
$346K 5,214 -259 -5%
CIA
153
Cape Investment Advisory
Georgia
$345K 5,204 -4 -0.1%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$336K 5,050 +1 +0%
CFA
155
Cahill Financial Advisors
Minnesota
$329K 4,965 +101 +2%
SFA
156
Source Financial Advisors
New York
$325K 4,897 +536 +12%
MWM
157
Marion Wealth Management
Pennsylvania
$323K 4,863 +664 +16%
MMA
158
Miracle Mile Advisors
California
$318K 4,794 +961 +25%
GCM
159
Gallacher Capital Management
Colorado
$304K 4,575 -613 -12%
CWP
160
Corepath Wealth Partners
Arizona
$302K 4,514 -258 -5%
MFS
161
Madrona Financial Services
Washington
$299K 4,501
AIA
162
Arbor Investment Advisors
North Carolina
$291K 4,383 +103 +2%
TF
163
TimeScale Financial
Massachusetts
$290K 4,376 +455 +12%
WSTAM
164
Wilbanks Smith & Thomas Asset Management
Virginia
$290K 4,374 +79 +2%
DP
165
Divergent Planning
Maryland
$283K 4,266 -1,124 -21%
IWC
166
Integrated Wealth Concepts
Massachusetts
$270K 4,070 +4,070 New
KWM
167
Keebeck Wealth Management
Illinois
$269K 4,060
TFS
168
Thoroughbred Financial Services
Tennessee
$269K 4,065 +4,065 New
AWA
169
Aquire Wealth Advisors
Utah
$268K 4,042 +475 +13%
SC
170
Scotia Capital
Ontario, Canada
$267K 4,022 +4,022 New
MSFS
171
Main Street Financial Solutions
Pennsylvania
$265K 4,000
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$262K 3,952 -6,314 -62%
SAG
173
SageView Advisory Group
California
$260K 3,921 +35 +0.9%
WEPOG
174
Wealth Enhancement & Preservation of GA
Georgia
$258K 3,892 +3,892 New
RWP
175
RWA Wealth Partners
Massachusetts
$255K 3,845 +521 +16%