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iShares Core 80/20 Aggressive Allocation ETF

253 hedge funds and large institutions have $306M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 30 closing their positions.

Holders
253
Holders Change
-16
Holders Change %
-5.95%
% of All Funds
4.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
96
Reduced
94
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$25.9M 407,598 +6,237 +2%
AssetMark Inc
2
AssetMark Inc
California
$20.7M 324,744 +6,157 +2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$15.5M 244,136 -10,985 -4%
WC
4
Waterloo Capital
Texas
$11.8M 185,462 +185,462 New
LIA
5
LBMC Investment Advisors
Tennessee
$9.57M 150,523 +681 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$9.44M 148,386 -201,483 -58%
Bank of America
7
Bank of America
North Carolina
$9.15M 143,905 -9,538 -6%
LPL Financial
8
LPL Financial
California
$8.67M 136,265 +10,249 +8%
PAMG
9
Patton Albertson Miller Group
Tennessee
$7.11M 111,763 +429 +0.4%
Jane Street
10
Jane Street
New York
$5.61M 88,296 +26,321 +42%
NWM
11
Northwest Wealth Management
Iowa
$5.08M 79,861 -4,986 -6%
WA
12
Waverly Advisors
Alabama
$4.92M 77,321 +11,214 +17%
UW
13
Unique Wealth
Florida
$4.23M 66,565 +3,204 +5%
Wells Fargo
14
Wells Fargo
California
$3.92M 61,629 -3,100,325 -98%
Legacy Financial Group (Iowa)
15
Legacy Financial Group (Iowa)
Iowa
$3.87M 60,899 -3,785 -6%
FAAM
16
First Ascent Asset Management
Colorado
$3.59M 56,391 -4,962 -8%
ACP
17
Aveo Capital Partners
Colorado
$3.23M 50,843 -1,576 -3%
CWA
18
Consilium Wealth Advisory
Texas
$3.17M 49,844 +2,169 +5%
FHC
19
Fort Henry Capital
West Virginia
$3.13M 49,265 +1,053 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.08M 48,423 -1,645 -3%
RWM
21
Ritholtz Wealth Management
New York
$2.83M 44,546 +1,498 +3%
EIG
22
Ellenbecker Investment Group
Wisconsin
$2.82M 44,408 +13,898 +46%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$2.75M 43,306 -30,461 -41%
SFG
24
StrategIQ Financial Group
Indiana
$2.75M 43,210 +336 +0.8%
AWM
25
AE Wealth Management
Kansas
$2.57M 40,395 +1,465 +4%