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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 %
APWA
176
Atlas Private Wealth Advisors
New Jersey
$254K 3,833 +3,833 New
SFWC
177
Strategic Family Wealth Counselors
New Jersey
$254K 3,831
OAP
178
One Advisory Partners
Kansas
$252K 3,792 +164 +5%
SWA
179
Sax Wealth Advisors
New Jersey
$247K 3,728 +95 +3%
MWM
180
Meridian Wealth Management
Kentucky
$246K 3,711 +3,711 New
FAIM
181
Financial Advocates Investment Management
Washington
$244K 3,674 +377 +11%
MML Investors Services
182
MML Investors Services
Massachusetts
$241K 3,629 +3,629 New
AIM
183
Acropolis Investment Management
Missouri
$240K 3,617 -89 -2%
ACM
184
Altrius Capital Management
North Carolina
$229K 3,458 -669 -16%
SG
185
Strid Group
Pennsylvania
$228K 3,432
IA
186
IFP Advisors
Florida
$223K 3,353 +260 +8%
HHGA
187
Halbert Hargrove Global Advisors
California
$219K 3,302 +22 +0.7%
NC
188
NewSquare Capital
Pennsylvania
$218K 3,281
TFA
189
TPG Financial Advisors
Oregon
$214K 3,223 -3,547 -52%
Koshinski Asset Management
190
Koshinski Asset Management
Illinois
$212K 3,195 -180 -5%
SPC
191
Sigma Planning Corp
Michigan
$211K 3,173 +3,173 New
GW
192
GW & Wade
Massachusetts
$206K 3,105 +3,105 New
SWA
193
Sightline Wealth Advisors
Connecticut
$204K 3,207 +3,207 New
RIA
194
Realta Investment Advisors
Delaware
$185K 2,787 +2,787 New
BHWM
195
Bay Harbor Wealth Management
Maryland
$174K 2,630 +20 +0.8%
S
196
SignatureFD
Georgia
$173K 2,603 +18 +0.7%
MWM
197
Mascoma Wealth Management
New Hampshire
$166K 2,499 +640 +34%
GRP
198
Global Retirement Partners
California
$148K 2,234 +3 +0.1%
PA
199
Parallel Advisors
California
$143K 2,158 +900 +72%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$133K 2,010 -1 -0%