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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 %
SPIA
201
Steward Partners Investment Advisory
New York
$179K +$69.8K +1,100 +64%
BHWM
202
Bay Harbor Wealth Management
Maryland
$168K +$889 +14 +0.5%
S
203
SignatureFD
Georgia
$167K +$1.59K +25 +1%
JPMorgan Chase & Co
204
JPMorgan Chase & Co
New York
$158K -$443K -6,981 -74%
MWM
205
Mascoma Wealth Management
New Hampshire
$154K -$4.38K -69 -3%
PA
206
Parallel Advisors
California
$151K +$13.5K +213 +10%
GRP
207
Global Retirement Partners
California
$139K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$131K +$131K +2,058 New
Fidelity Investments
209
Fidelity Investments
Massachusetts
$128K +$254 +4 +0.2%
NL
210
NVWM LLC
Pennsylvania
$117K +$4.51K +71 +4%
CF
211
Centaurus Financial
California
$104K +$104K +1,636 New
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$102K +$508 +8 +0.5%
Citigroup
213
Citigroup
New York
$102K
William Blair & Company
214
William Blair & Company
Illinois
$91.2K +$67.1K +1,057 +279%
FFA
215
Founders Financial Alliance
North Carolina
$87.7K +$47.6K +750 +119%
CWM
216
CarsonAllaria Wealth Management
Illinois
$87.7K +$13K +204 +17%
GFPC
217
Global Financial Private Client
Florida
$83.6K
EWP
218
Elevation Wealth Partners
California
$72.1K -$30.9K -487 -30%
MA
219
Montag & Associates
Georgia
$65.8K
CFG
220
CKW Financial Group
Hawaii
$63K +$1.21K +19 +2%
CWP
221
Concord Wealth Partners
Virginia
$59.3K +$381 +6 +0.6%
US Bancorp
222
US Bancorp
Minnesota
$56.5K -$31.7K -500 -36%
LC
223
Lindbrook Capital
California
$52.1K
LOIP
224
Live Oak Investment Partners
Texas
$51.1K -$49.4K
HIA
225
Harbor Investment Advisory
Maryland
$49.6K -$190 -3 -0.4%