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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 %
BAM
201
Belpointe Asset Management
Nevada
$69.5K -$22.3K -350 -24%
CPFP
202
Clear Perspectives Financial Planning
Ohio
$68.2K -$2.23K -35 -3%
MA
203
Montag & Associates
Georgia
$65.9K
HIA
204
Harbor Investment Advisory
Maryland
$62.6K +$318 +5 +0.5%
CFG
205
CKW Financial Group
Hawaii
$61K +$11.4K +178 +23%
CWP
206
Concord Wealth Partners
Virginia
$58.8K -$127 -2 -0.2%
LC
207
Lindbrook Capital
California
$52.1K
LOIP
208
Live Oak Investment Partners
Texas
$44.9K -$38.1K
FFA
209
Founders Financial Alliance
North Carolina
$40.2K -$11.4K -180 -22%
AWM
210
Activest Wealth Management
Florida
$31.4K +$31.4K +499 New
LCM
211
Logan Capital Management
Pennsylvania
$27.5K
CT
212
Cambridge Trust
Massachusetts
$27.3K +$27.3K +430 New
EWM
213
EPG Wealth Management
Georgia
$25.4K +$25.4K +400 New
CSPIA
214
Cary Street Partners Investment Advisory
Virginia
$25.2K
ACA
215
Aptus Capital Advisors
Alabama
$24.9K +$24.9K +391 New
William Blair & Company
216
William Blair & Company
Illinois
$24K
MIM
217
Macroview Investment Management
Maryland
$23.8K
NA
218
NewEdge Advisors
Louisiana
$21.6K +$572 +9 +3%
RFA
219
Register Financial Advisors
Georgia
$18.3K
CFD
220
Creative Financial Designs
Indiana
$18.3K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$17.7K +$6.49K +102 +58%
NSIM
222
North Star Investment Management
Illinois
$13.3K
HNB
223
Huntington National Bank
Ohio
$12.7K
OIS
224
Okabena Investment Services
Minnesota
$12.7K
CFGS
225
Concourse Financial Group Securities
Alabama
$12.7K