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iShares Core 80/20 Aggressive Allocation ETF

253 hedge funds and large institutions have $306M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-16
Holders Change %
-5.95%
% of All Funds
4.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
96
Reduced
94
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$215K -$17.6K -277 -8%
RWP
177
RWA Wealth Partners
Massachusetts
$211K +$211K +3,324 New
FAIM
178
Financial Advocates Investment Management
Washington
$210K +$210K +3,297 New
NC
179
NewSquare Capital
Pennsylvania
$209K
HHGA
180
Halbert Hargrove Global Advisors
California
$209K -$10.3K -162 -5%
DAS
181
Dynamic Advisor Solutions
Arizona
$203K +$203K +3,194 New
IA
182
IFP Advisors
Florida
$167K -$279K -5,155 -63%
BHWM
183
Bay Harbor Wealth Management
Maryland
$166K +$318 +5 +0.2%
S
184
SignatureFD
Georgia
$164K +$127 +2 +0.1%
GRP
185
Global Retirement Partners
California
$142K +$142K +2,231 New
BA
186
Bellwether Advisors
Nebraska
$141K -$39.2K -617 -22%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$128K +$64 +1 +0%
MWM
188
Mascoma Wealth Management
New Hampshire
$119K -$59.6K -929 -33%
SPIA
189
Steward Partners Investment Advisory
New York
$110K
CF
190
Centaurus Financial
California
$109K -$11.4K -180 -9%
EWP
191
Elevation Wealth Partners
California
$103K +$103K +1,618 New
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$102K
AAS
193
Ameritas Advisory Services
Nebraska
$98.3K +$98.3K +1,545 New
NL
194
NVWM LLC
Pennsylvania
$96.3K +$27.2K +427 +39%
Citigroup
195
Citigroup
New York
$95.4K -$64 -1 -0.1%
US Bancorp
196
US Bancorp
Minnesota
$88.4K -$16.4K -258 -16%
GFPC
197
Global Financial Private Client
Florida
$84.7K
PA
198
Parallel Advisors
California
$80K +$21.2K +333 +36%
CWM
199
CarsonAllaria Wealth Management
Illinois
$75.1K +$15.5K +243 +26%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$70K -$15.5K -244 -18%