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iShares Core 80/20 Aggressive Allocation ETF

275 hedge funds and large institutions have $336M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+14
Holders Change %
+5.36%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
111
Reduced
97
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCIA
151
Mountain Capital Investment Advisors
Colorado
$352K -$32K -498 -8%
CWP
152
Corepath Wealth Partners
Arizona
$343K +$57.8K +913 +20%
CTC
153
Central Trust Company
Missouri
$342K +$342K +5,392 New
CWM
154
Cornerstone Wealth Management
Missouri
$339K
MA
155
Mezzasalma Advisors
New Jersey
$335K -$2.86K -45 -0.8%
LA
156
Lane & Associates
New Jersey
$335K +$3.81K +60 +1%
CIA
157
Cape Investment Advisory
Georgia
$331K +$64 +1 +0%
C1AG
158
Client 1st Advisory Group
Florida
$329K -$61.4K -967 -16%
MWM
159
Marion Wealth Management
Pennsylvania
$325K +$16.3K +256 +5%
RWP
160
RWA Wealth Partners
Massachusetts
$320K +$75.9K +1,195 +31%
GC
161
Gould Capital
Washington
$317K -$47K -745 -13%
CFA
162
Cahill Financial Advisors
Minnesota
$316K +$1.21K +19 +0.4%
GCM
163
Gallacher Capital Management
Colorado
$313K +$22.8K +359 +8%
TFS
164
Thoroughbred Financial Services
Tennessee
$308K +$50.3K +794 +20%
SFA
165
Source Financial Advisors
New York
$307K -$3.68K -58 -1%
FSG
166
Financial Strategies Group
Michigan
$307K -$48.6K -764 -14%
AAS
167
Annex Advisory Services
Wisconsin
$306K -$60.2K -948 -16%
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$300K +$22.3K +351 +8%
MIC
169
Means Investment Company
Maine
$293K -$45.3K -714 -13%
MLA
170
My Legacy Advisors
Oregon
$285K -$100K -1,608 -26%
AIA
171
Arbor Investment Advisors
North Carolina
$278K -$63 -1 -0%
IWC
172
Integrated Wealth Concepts
Massachusetts
$276K +$17.2K +271 +7%
CI
173
CX Institutional
Indiana
$270K -$1.02M -15,992 -79%
LWMNY
174
Landmark Wealth Management (New York)
New York
$264K +$264K +4,158 New
MFS
175
Madrona Financial Services
Washington
$262K -$24.2K -381 -8%