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iShares Core 80/20 Aggressive Allocation ETF

248 hedge funds and large institutions have $431M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
98
Reduced
61
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
226
Spire Wealth Management
Virginia
$15K +$145 +2 +1%
NSIM
227
North Star Investment Management
Illinois
$15K +$1.61K +22 +12%
GWMIA
228
Global Wealth Management Investment Advisory
Florida
$13K
SC
229
Stephens Consulting
Michigan
$12.5K +$12.5K +171 New
CCM
230
Cribstone Capital Management
Maine
$11K
CFD
231
Creative Financial Designs
Indiana
$11K +$9.85K +137 +856%
HS
232
Horan Securities
United States
$11K +$11K +144 New
FWM
233
Focused Wealth Management
New York
$9K -$7.55K -99 -46%
AWM
234
AllSquare Wealth Management
New York
$9K
VNA
235
Valley National Advisers
Pennsylvania
$7K
BlackRock
236
BlackRock
New York
$7K
APA
237
American Portfolios Advisors
New York
$6.55K -$19.4K -267 -75%
UB
238
UMB Bank
Missouri
$6K +$6K +87 New
APC
239
Aspire Private Capital
North Carolina
$5K
PGAM
240
Princeton Global Asset Management
New Jersey
$5K
IHWM
241
Iron Horse Wealth Management
Iowa
$5K
AP
242
Atwood & Palmer
Missouri
$5K
CWC
243
Carolinas Wealth Consulting
North Carolina
$4K
WWM
244
Wolff Wiese Magana
California
$4K
ME
245
McIlrath & Eck
Washington
$3K
MBFW
246
Morton Brown Family Wealth
Pennsylvania
$2K +$2K +30 New
FHA
247
First Horizon Advisors
Tennessee
$1K
DWP
248
Destiny Wealth Partners
Florida
$1K
TFGT
249
TS Financial Group (TSFG)
Illinois
$1K
Citadel Advisors
250
Citadel Advisors
Florida
-$2.6M -37,278 Closed