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iShares Core 80/20 Aggressive Allocation ETF
220 hedge funds and large institutions have $311M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
83% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 58
7% more capital invested
Capital invested by funds: $291M → $311M (+$20.5M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
0.66% less ownership
Funds ownership: 22.31% → 21.65% (-0.66%)
1% less funds holding
Funds holding: 222 → 220 (-2)
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
106
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Jane Street
New York
|
+$2.68M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.59M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$1.38M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1M |
| 5 |
CF
Clarity Financial
Houston,
Texas
|
+$858K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
226
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$129K | -1,847 | Closed |
|
|
CL
227
COWA LLC
Tulsa,
Oklahoma
| – | -$99K | -1,472 | Closed |
|
|
MWM
228
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$75K | -1,116 | Closed |
|
|
BA
229
Bellwether Advisors
Lincoln,
Nebraska
| – | -$60K | -904 | Closed |
|
|
VFA
230
Valeo Financial Advisors
Carmel,
Indiana
| – | -$49K | -731 | Closed |
|
|
TFS
231
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$39K | -587 | Closed |
|
|
AIC
232
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$23.5K | -351 | Closed |
|
|
CAC
233
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$8K | -119 | Closed |
|
|
DWP
234
Destiny Wealth Partners
Tavares,
Florida
| – | -$4K | -53 | Closed |
|
235
BlackRock
New York
| – | -$2.92K | -42 | -95% |
|
236
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -20 | Closed |
|
|
AFS
237
Annapolis Financial Services
Annapolis,
Maryland
| – | -$1K | -9 | Closed |
|
|
EI
238
Ellevest Inc
New York
| – | +$70 | +1 | New |
|