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iShares Core 80/20 Aggressive Allocation ETF

275 hedge funds and large institutions have $336M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 11 closing their positions.

Holders
275
Holders Change
+14
Holders Change %
+5.36%
% of All Funds
4.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
111
Reduced
97
Closed
11
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 429,848 +18,496 +4%
AssetMark Inc
2
AssetMark Inc
California
$20.6M 324,633 -68 -0%
WC
3
Waterloo Capital
Texas
$14.8M 232,378 -76,916 -25%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$14.1M 222,448 -5,942 -3%
LIA
5
LBMC Investment Advisors
Tennessee
$8.79M 141,404 -6,456 -4%
LPL Financial
6
LPL Financial
California
$8.62M 135,781 -16,084 -11%
Wells Fargo
7
Wells Fargo
California
$8.44M 132,942 +45,784 +53%
Bank of America
8
Bank of America
North Carolina
$8.41M 132,419 -4,219 -3%
PAMG
9
Patton Albertson Miller Group
Tennessee
$7.15M 112,648 +117 +0.1%
Morgan Stanley
10
Morgan Stanley
New York
$6.1M 96,137 +17,986 +23%
RFA
11
RTD Financial Advisors
Pennsylvania
$5.72M 90,164 -2,252 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.47M 86,085 +4,330 +5%
WA
13
Waverly Advisors
Alabama
$5.04M 79,413 +3,616 +5%
NWM
14
Northwest Wealth Management
Iowa
$4.91M 77,304 -464 -0.6%
FAAM
15
First Ascent Asset Management
Colorado
$4.7M 73,971 +7,307 +11%
WA
16
Wealth Alliance
New York
$4.32M 67,974 +67,974 New
UW
17
Unique Wealth
Florida
$4.22M 66,436 -1,803 -3%
Legacy Financial Group (Iowa)
18
Legacy Financial Group (Iowa)
Iowa
$3.93M 61,934 +946 +2%
CWA
19
Consilium Wealth Advisory
Texas
$3.48M 54,792 -607 -1%
ACP
20
Aveo Capital Partners
Colorado
$3.47M 54,713 +1,639 +3%
EIG
21
Ellenbecker Investment Group
Wisconsin
$3.46M 54,520 +6,289 +13%
SPC
22
Sigma Planning Corp
Michigan
$3.37M 53,017 +49,844 +1,571%
FHC
23
Fort Henry Capital
West Virginia
$3.15M 49,682 -119 -0.2%
RWM
24
Ritholtz Wealth Management
New York
$3.04M 47,909 +2,441 +5%
Jane Street
25
Jane Street
New York
$3.04M 47,821 -23,828 -33%