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iShares Core 80/20 Aggressive Allocation ETF

234 hedge funds and large institutions have $278M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 75 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-14
Holders Change %
-5.65%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
103
Reduced
75
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPFP
176
Clear Perspectives Financial Planning
Ohio
$95K -$117K -2,100 -55%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$88K +$443 +8 +0.5%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$85K -$216K -3,890 -72%
Citigroup
179
Citigroup
New York
$83K +$83K +1,500 New
GIA
180
Goodwin Investment Advisory
Georgia
$76K +$1.94K +35 +3%
GFPC
181
Global Financial Private Client
Florida
$74.9K
HIA
182
Harbor Investment Advisory
Maryland
$61K -$6.37K -115 -9%
CWM
183
CarsonAllaria Wealth Management
Illinois
$53K +$333 +6 +0.6%
LPP
184
Life Planning Partners
Florida
$51.9K
HNWAG
185
High Net Worth Advisory Group
Florida
$50K +$442 +8 +0.9%
BWS
186
BCR Wealth Strategies
Alabama
$49K +$1.57K +28 +3%
LC
187
Lindbrook Capital
California
$45K
CFG
188
CKW Financial Group
Hawaii
$42K +$1.05K +19 +3%
PA
189
Parallel Advisors
California
$40K +$16.3K +294 +69%
CL
190
COWA LLC
Oklahoma
$36K +$36K +647 New
NL
191
NVWM LLC
Pennsylvania
$34K +$25K +456 +280%
ODG
192
O'Dell Group
Ohio
$32K +$275 +5 +0.9%
LCM
193
Logan Capital Management
Pennsylvania
$24K
MIM
194
Macroview Investment Management
Maryland
$21K
William Blair & Company
195
William Blair & Company
Illinois
$21K +$112 +2 +0.5%
CFD
196
Creative Financial Designs
Indiana
$16K
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$15K -$1.79K -32 -11%
HWMA
198
Heritage Wealth Management (Arizona)
Arizona
$14K
BCMLT
199
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K
SJIA
200
St. James Investment Advisors
New York
$11K -$8.54K -153 -44%