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iShares Core 80/20 Aggressive Allocation ETF

262 hedge funds and large institutions have $350M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+14
Holders Change %
+5.65%
% of All Funds
4.15%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
39
Increased
103
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
226
Spire Wealth Management
Virginia
$26K +$11.8K +173 +84%
SJIA
227
St. James Investment Advisors
New York
$24K
CFD
228
Creative Financial Designs
Indiana
$20K +$9.49K +138 +90%
PA
229
Parallel Advisors
California
$19K +$3.12K +44 +20%
CCM
230
Cribstone Capital Management
Maine
$18K +$7.24K +105 +67%
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$15K
CFGS
232
Concourse Financial Group Securities
Alabama
$14K -$309K -4,420 -96%
NSIM
233
North Star Investment Management
Illinois
$14K
BCMLT
234
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K +$13K +195 New
GWMIA
235
Global Wealth Management Investment Advisory
Florida
$12K
SC
236
Stephens Consulting
Michigan
$11.8K
HS
237
Horan Securities
United States
$10K
PFS
238
Prospera Financial Services
Texas
$10K +$10K +150 New
LPWM
239
Lake Point Wealth Management
Texas
$9K -$14.7K -220 -62%
AWM
240
AllSquare Wealth Management
New York
$8K
FWM
241
Focused Wealth Management
New York
$8K
VNA
242
Valley National Advisers
Pennsylvania
$7K
APA
243
American Portfolios Advisors
New York
$6.21K
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$6K -$65.9K -890 -92%
UB
245
UMB Bank
Missouri
$6K
IHWM
246
Iron Horse Wealth Management
Iowa
$5K
PGAM
247
Princeton Global Asset Management
New Jersey
$4K
CWC
248
Carolinas Wealth Consulting
North Carolina
$4K
WWM
249
Wolff Wiese Magana
California
$3K
GRP
250
Global Retirement Partners
California
$3K +$3K +45 New