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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.

Holders
269
Holders Change
+35
Holders Change %
+14.96%
% of All Funds
4.34%
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 Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$189M 3,161,954 +2,802,654 +780%
Stifel Financial
2
Stifel Financial
Missouri
$57.1M 956,458 +905,772 +1,787%
RJA
3
Raymond James & Associates
Florida
$49M 820,022 +694,605 +554%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$24M 401,361 +5,309 +1%
Morgan Stanley
5
Morgan Stanley
New York
$20.9M 349,869 +263,957 +307%
AssetMark Inc
6
AssetMark Inc
California
$19M 318,587 -5,904 -2%
AT
7
Arden Trust
Delaware
$15.9M 266,687 +266,687 New
Franklin Resources
8
Franklin Resources
California
$15.9M 266,687 +266,687 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$15.2M 255,121 -58,756 -19%
Bank of America
10
Bank of America
North Carolina
$9.17M 153,443 +24,395 +19%
LIA
11
LBMC Investment Advisors
Tennessee
$8.95M 149,842 +456 +0.3%
LPL Financial
12
LPL Financial
California
$7.53M 126,016 +5,661 +5%
PAMG
13
Patton Albertson Miller Group
Tennessee
$6.65M 111,334 +3,052 +3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.09M 101,952 +79,473 +354%
NWM
15
Northwest Wealth Management
Iowa
$5.07M 84,847 -196 -0.2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.86M 81,277 -29,370 -27%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$4.41M 73,767 +45,800 +164%
WA
18
Waverly Advisors
Alabama
$3.95M 66,107 -725 -1%
Legacy Financial Group (Iowa)
19
Legacy Financial Group (Iowa)
Iowa
$3.86M 64,684 +6,948 +12%
UW
20
Unique Wealth
Florida
$3.79M 63,361 +63,361 New
Jane Street
21
Jane Street
New York
$3.7M 61,975 +22,687 +58%
FAAM
22
First Ascent Asset Management
Colorado
$3.67M 61,353 +7,528 +14%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.39M 56,743 +39,129 +222%
ACP
24
Aveo Capital Partners
Colorado
$3.13M 52,419 -1,721 -3%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.99M 50,068 -6,381 -11%