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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.

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 %
Citigroup
201
Citigroup
New York
$89.7K +$60 +1 +0.1%
BAM
202
Belpointe Asset Management
Nevada
$86.2K +$86.2K +1,443 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$80K -$10.9K -184 -12%
GFPC
204
Global Financial Private Client
Florida
$79.2K
GIA
205
Goodwin Investment Advisory
Georgia
$76.2K -$5.74K -96 -7%
CPFP
206
Clear Perspectives Financial Planning
Ohio
$66.2K -$35.7K -597 -35%
NL
207
NVWM LLC
Pennsylvania
$64.9K +$28K +468 +76%
MA
208
Montag & Associates
Georgia
$61.9K +$61.9K +1,036 New
HIA
209
Harbor Investment Advisory
Maryland
$58.5K -$7.23K -121 -11%
CWM
210
CarsonAllaria Wealth Management
Illinois
$56K -$1.02K -17 -2%
CWP
211
Concord Wealth Partners
Virginia
$55.4K +$55.4K +927 New
PA
212
Parallel Advisors
California
$55.3K +$12.2K +204 +28%
HNWAG
213
High Net Worth Advisory Group
Florida
$54.6K +$478 +8 +0.9%
BWA
214
Boulder Wealth Advisors
Colorado
$52K +$52K +869 New
MCC
215
Money Concepts Capital
Florida
$51.1K +$51.1K +855 New
LC
216
Lindbrook Capital
California
$49K
FFA
217
Founders Financial Alliance
North Carolina
$48.5K -$56K -938 -54%
CFG
218
CKW Financial Group
Hawaii
$46K +$1.01K +17 +2%
LOIP
219
Live Oak Investment Partners
Texas
$38.1K
HWMA
220
Heritage Wealth Management (Arizona)
Arizona
$29.9K +$14.9K +250 +100%
HFS
221
Hantz Financial Services
Michigan
$26K +$26K +434 New
LCM
222
Logan Capital Management
Pennsylvania
$25.8K
CSPIA
223
Cary Street Partners Investment Advisory
Virginia
$23.7K +$23.7K +397 New
William Blair & Company
224
William Blair & Company
Illinois
$22.6K +$179 +3 +0.8%
MIM
225
Macroview Investment Management
Maryland
$22.4K