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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 %
AWA
176
Aquire Wealth Advisors
Utah
$259K +$2.73K +43 +1%
KWM
177
Keebeck Wealth Management
Illinois
$258K +$63 +1 +0%
SC
178
Scotia Capital
Ontario, Canada
$256K +$571 +9 +0.2%
MSFS
179
Main Street Financial Solutions
Pennsylvania
$254K
DP
180
Divergent Planning
Maryland
$254K -$16.5K -260 -6%
MWM
181
Modera Wealth Management
New Jersey
$247K +$247K +3,889 New
SWA
182
Sax Wealth Advisors
New Jersey
$245K +$8.19K +129 +3%
SFWC
183
Strategic Family Wealth Counselors
New Jersey
$243K
SAG
184
SageView Advisory Group
California
$238K -$11.2K -176 -4%
AIM
185
Acropolis Investment Management
Missouri
$231K +$1.71K +27 +0.7%
HHGA
186
Halbert Hargrove Global Advisors
California
$230K +$20.2K +318 +10%
APWA
187
Atlas Private Wealth Advisors
New Jersey
$223K -$20.6K -325 -8%
MAWA
188
Moss Adams Wealth Advisors
Washington
$222K +$222K +3,501 New
LSPW
189
Lake Street Private Wealth
Illinois
$219K +$219K +3,440 New
TFA
190
TPG Financial Advisors
Oregon
$218K +$13.8K +218 +7%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$218K +$150K +2,359 +220%
SG
192
Strid Group
Pennsylvania
$218K
ACM
193
Altrius Capital Management
North Carolina
$213K -$6.54K -103 -3%
NC
194
NewSquare Capital
Pennsylvania
$208K
OAP
195
One Advisory Partners
Kansas
$205K -$35.5K -559 -15%
AFG
196
AFS Financial Group
Maryland
$202K +$202K +3,183 New
NGA
197
Naples Global Advisors
Florida
$202K -$404K -6,363 -67%
IA
198
IFP Advisors
Florida
$199K -$14.2K -223 -7%
RIA
199
Realta Investment Advisors
Delaware
$185K
EWA
200
EP Wealth Advisors
California
$182K +$182K +2,872 New