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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 %
NL
201
NVWM LLC
Pennsylvania
$117K 1,764 +250 +17%
SPIA
202
Steward Partners Investment Advisory
New York
$114K 1,724
EWP
203
Elevation Wealth Partners
California
$108K 1,622 +4 +0.2%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$106K 1,602 +3 +0.2%
Citigroup
205
Citigroup
New York
$106K 1,600 +100 +7%
US Bancorp
206
US Bancorp
Minnesota
$92.2K 1,390
GFPC
207
Global Financial Private Client
Florida
$87.9K 1,325
CWM
208
CarsonAllaria Wealth Management
Illinois
$78.1K 1,177 -3 -0.3%
MG
209
Mather Group
Illinois
$71.2K 1,073 +1,073 New
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$71K 1,071 -31 -3%
MA
211
Montag & Associates
Georgia
$68.7K 1,036
CFG
212
CKW Financial Group
Hawaii
$64K 971 +16 +2%
CWP
213
Concord Wealth Partners
Virginia
$61.6K 928 +3 +0.3%
LC
214
Lindbrook Capital
California
$54.4K 820
HIA
215
Harbor Investment Advisory
Maryland
$52.1K 785 -200 -20%
LOIP
216
Live Oak Investment Partners
Texas
FFA
217
Founders Financial Alliance
North Carolina
$41.9K 632
ODG
218
O'Dell Group
Ohio
$39.1K 589 +589 New
RFG
219
RFP Financial Group
Georgia
$31.1K 469 +342 +269%
LCM
220
Logan Capital Management
Pennsylvania
$28.7K 432
CT
221
Cambridge Trust
Massachusetts
$28.5K 430
EWM
222
EPG Wealth Management
Georgia
$26.5K 400
CSPIA
223
Cary Street Partners Investment Advisory
Virginia
$26.3K 397
William Blair & Company
224
William Blair & Company
Illinois
$25.1K 379 +1 +0.3%
MIM
225
Macroview Investment Management
Maryland
$24.9K 375