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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 %
CFGS
201
Concourse Financial Group Securities
Alabama
$11K
NSIM
202
North Star Investment Management
Illinois
$11K +$106 +2 +1%
OC
203
Oakworth Capital
Alabama
$10K
GWM
204
Geneos Wealth Management
Colorado
$9K -$21.1K -411 -70%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$9K +$4.18K +72 +87%
CCM
206
Cribstone Capital Management
Maine
$8K -$9.46K -162 -54%
HS
207
Horan Securities
United States
$8K
AWM
208
AllSquare Wealth Management
New York
$7K
FWM
209
Focused Wealth Management
New York
$7K +$59 +1 +0.8%
APC
210
Aspire Private Capital
North Carolina
$7K +$2.51K +43 +56%
GI
211
Gradient Investments
Minnesota
$6K
PWS
212
Paragon Wealth Strategies
Florida
$6K +$6K +115 New
APA
213
American Portfolios Advisors
New York
$4.99K
SWM
214
Stapp Wealth Management
Washington
$4K +$4K +75 New
WWM
215
Wolff Wiese Magana
California
$3K
PGAM
216
Princeton Global Asset Management
New Jersey
$3K
CWC
217
Carolinas Wealth Consulting
North Carolina
$3K
MOS
218
MGO One Seven
Ohio
$2.36K +$1.44K +5,626 +157%
AA
219
Ancora Advisors
Ohio
$2K
ME
220
McIlrath & Eck
Washington
$2K
KFI
221
Key Financial Inc
Pennsylvania
$2K
MBFW
222
Morton Brown Family Wealth
Pennsylvania
$2K
BTI
223
Blue Trust Inc
Georgia
$2K +$2K +35 New
CHC
224
City Holding Co
West Virginia
$2K +$2K +45 New
HGERS
225
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +48 New