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iShares Core 80/20 Aggressive Allocation ETF

261 hedge funds and large institutions have $340M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
261
Holders Change
+8
Holders Change %
+3.16%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
119
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$27.3M 411,352 +3,754 +0.9%
AssetMark Inc
2
AssetMark Inc
California
$21.5M 324,701 -43 -0%
WC
3
Waterloo Capital
Texas
$20.5M 309,294 +123,832 +67%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.2M 228,390 -15,746 -6%
LPL Financial
5
LPL Financial
California
$10.1M 151,865 +15,600 +11%
LIA
6
LBMC Investment Advisors
Tennessee
$9.81M 147,860 -2,663 -2%
Bank of America
7
Bank of America
North Carolina
$9.06M 136,638 -7,267 -5%
PAMG
8
Patton Albertson Miller Group
Tennessee
$7.47M 112,531 +768 +0.7%
RFA
9
RTD Financial Advisors
Pennsylvania
$6.13M 92,416 +76,283 +473%
Wells Fargo
10
Wells Fargo
California
$5.78M 87,158 +25,529 +41%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.42M 81,755 -322 -0.4%
Morgan Stanley
12
Morgan Stanley
New York
$5.18M 78,151 -70,235 -47%
NWM
13
Northwest Wealth Management
Iowa
$5.16M 77,768 -2,093 -3%
WA
14
Waverly Advisors
Alabama
$5.03M 75,797 -1,524 -2%
Jane Street
15
Jane Street
New York
$4.75M 71,649 -16,647 -19%
UW
16
Unique Wealth
Florida
$4.53M 68,239 +1,674 +3%
FAAM
17
First Ascent Asset Management
Colorado
$4.42M 66,664 +10,273 +18%
Legacy Financial Group (Iowa)
18
Legacy Financial Group (Iowa)
Iowa
$4.05M 60,988 +89 +0.1%
CWA
19
Consilium Wealth Advisory
Texas
$3.68M 55,399 +5,555 +11%
ACP
20
Aveo Capital Partners
Colorado
$3.52M 53,074 +2,231 +4%
FHC
21
Fort Henry Capital
West Virginia
$3.3M 49,801 +536 +1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.22M 48,465 +13,837 +40%
EIG
23
Ellenbecker Investment Group
Wisconsin
$3.2M 48,231 +3,823 +9%
RWM
24
Ritholtz Wealth Management
New York
$3.02M 45,468 +922 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3M 45,197 +10,223 +29%