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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.

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 Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$22M 396,052 +2,641 +0.7%
Wells Fargo
2
Wells Fargo
California
$19.9M 359,300 -149,983 -29%
AssetMark Inc
3
AssetMark Inc
California
$18M 324,491 -42,360 -12%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$17.4M 313,877 -40,808 -12%
KAS
5
Kestra Advisory Services
Texas
$11.6M 208,363 +182,040 +692%
LIA
6
LBMC Investment Advisors
Tennessee
$8.28M 149,386 +1,033 +0.7%
Bank of America
7
Bank of America
North Carolina
$7.16M 129,048 -51,960 -29%
RJA
8
Raymond James & Associates
Florida
$6.95M 125,417 +5,606 +5%
LPL Financial
9
LPL Financial
California
$6.67M 120,355 -8,909 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.14M 110,647 -5,908 -5%
PAMG
11
Patton Albertson Miller Group
Tennessee
$6M 108,282 -5,062 -4%
RFA
12
RTD Financial Advisors
Pennsylvania
$4.87M 87,889 +156 +0.2%
Morgan Stanley
13
Morgan Stanley
New York
$4.76M 85,912 +4,379 +5%
NWM
14
Northwest Wealth Management
Iowa
$4.72M 85,043 -1,056 -1%
WA
15
Waverly Advisors
Alabama
$3.71M 66,832 -3,515 -5%
Legacy Financial Group (Iowa)
16
Legacy Financial Group (Iowa)
Iowa
$3.2M 57,736 +819 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.13M 56,449 -5,882 -9%
ACP
18
Aveo Capital Partners
Colorado
$3M 54,140 -848 -2%
FAAM
19
First Ascent Asset Management
Colorado
$2.99M 53,825 +5,014 +10%
CWA
20
Consilium Wealth Advisory
Texas
$2.86M 51,501 +4,087 +9%
FHC
21
Fort Henry Capital
West Virginia
$2.84M 51,266 +2,370 +5%
Stifel Financial
22
Stifel Financial
Missouri
$2.81M 50,686 -328,626 -87%
WCG
23
Weaver Consulting Group
California
$2.36M 42,631 +571 +1%
SFG
24
StrategIQ Financial Group
Indiana
$2.36M 42,604 -895 -2%
AAS
25
Annex Advisory Services
Wisconsin
$2.31M 41,606 +2,630 +7%