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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.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 15

127% more capital invested

Capital invested by funds: $278M → $633M (+$354M)

65% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 69

15.46% more ownership

Funds ownership: 21.8%37.27% (+15%)

15% more funds holding

Funds holding: 234269 (+35)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
269
Holders Change
+35
Holders Change %
+14.96%
% of All Funds
4.32%
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
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$189M +$166M +2,802,654 +780%
Stifel Financial
2
Stifel Financial
Missouri
$57.1M +$53.6M +905,772 +1,787%
RJA
3
Raymond James & Associates
Florida
$49M +$41.1M +694,605 +554%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$24M +$314K +5,309 +1%
Morgan Stanley
5
Morgan Stanley
New York
$20.9M +$15.6M +263,957 +307%
AssetMark Inc
6
AssetMark Inc
California
$19M -$349K -5,904 -2%
AT
7
Arden Trust
Delaware
$15.9M +$15.8M +266,687 New
Franklin Resources
8
Franklin Resources
California
$15.9M +$15.8M +266,687 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$15.2M -$3.48M -58,756 -19%
Bank of America
10
Bank of America
North Carolina
$9.17M +$1.44M +24,395 +19%
LIA
11
LBMC Investment Advisors
Tennessee
$8.95M +$27K +456 +0.3%
LPL Financial
12
LPL Financial
California
$7.53M +$335K +5,661 +5%
PAMG
13
Patton Albertson Miller Group
Tennessee
$6.65M +$181K +3,052 +3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.09M +$4.7M +79,473 +354%
NWM
15
Northwest Wealth Management
Iowa
$5.07M -$11.6K -196 -0.2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.86M -$1.74M -29,370 -27%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$4.41M +$2.71M +45,800 +164%
WA
18
Waverly Advisors
Alabama
$3.95M -$42.9K -725 -1%
Legacy Financial Group (Iowa)
19
Legacy Financial Group (Iowa)
Iowa
$3.86M +$411K +6,948 +12%
UW
20
Unique Wealth
Florida
$3.79M +$3.75M +63,361 New
Jane Street
21
Jane Street
New York
$3.7M +$1.34M +22,687 +58%
FAAM
22
First Ascent Asset Management
Colorado
$3.67M +$446K +7,528 +14%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.39M +$2.32M +39,129 +222%
ACP
24
Aveo Capital Partners
Colorado
$3.13M -$102K -1,721 -3%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.99M -$378K -6,381 -11%