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iShares Core 80/20 Aggressive Allocation ETF

269 hedge funds and large institutions have $633M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+35
Holders Change %
+14.96%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
56
Increased
114
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
176
McNamara Financial Services
Massachusetts
$234K +$234K +3,909 New
SFWC
177
Strategic Family Wealth Counselors
New Jersey
$229K
MWM
178
Marion Wealth Management
Pennsylvania
$222K +$222K +3,714 New
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$218K +$1.85K +31 +0.9%
SAG
180
SageView Advisory Group
California
$208K +$208K +3,481 New
SWA
181
Sax Wealth Advisors
New Jersey
$207K +$207K +3,458 New
HHGA
182
Halbert Hargrove Global Advisors
California
$206K +$206K +3,442 New
AWA
183
Aquire Wealth Advisors
Utah
$203K +$203K +3,393 New
Lido Advisors
184
Lido Advisors
California
$200K +$200K +3,352 New
JPMorgan Chase & Co
185
JPMorgan Chase & Co
New York
$198K +$49.8K +832 +34%
RIA
186
Realta Investment Advisors
Delaware
$198K +$538 +9 +0.3%
NC
187
NewSquare Capital
Pennsylvania
$196K
BA
188
Bellwether Advisors
Nebraska
$169K +$13.5K +226 +9%
MWM
189
Mascoma Wealth Management
New Hampshire
$167K +$21K +352 +14%
AIM
190
Acropolis Investment Management
Missouri
$159K +$538 +9 +0.3%
BHWM
191
Bay Harbor Wealth Management
Maryland
$156K +$2.76K +46 +2%
CA
192
CoreCap Advisors
Michigan
$155K +$155K +2,591 New
S
193
SignatureFD
Georgia
$154K +$1.97K +33 +1%
TF
194
TimeScale Financial
Massachusetts
$146K
Fidelity Investments
195
Fidelity Investments
Massachusetts
$120K -$8.54K -143 -7%
CF
196
Centaurus Financial
California
$113K -$7.44K -125 -6%
JAWM
197
J. Arnold Wealth Management
Ohio
$106K +$106K +1,777 New
SPIA
198
Steward Partners Investment Advisory
New York
$103K
US Bancorp
199
US Bancorp
Minnesota
$98.5K -$6.99K -117 -7%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$95.5K +$598 +10 +0.6%