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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

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
–

Top Buyers

1
FA
FDx Advisors
Illinois
+$12M
2
SFP
Sweet Financial Partners
Minnesota
+$11.8M
3
Goldman Sachs
Goldman Sachs
New York
+$2.26M
4
AI
Atria Investments
North Carolina
+$1.97M
5
ACP
Arcus Capital Partners
Georgia
+$1.12M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$38.2M
2
UBS Group
UBS Group
Switzerland
-$21.7M
3
TC
Trilogy Capital
California
-$15M
4
RA
RiverTree Advisors
Florida
-$8.79M
5
PAA
Peregrine Asset Advisers
Oregon
-$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
251
Ancora Advisors
Ohio
$2K -$50.5K -758 -96%
BlackRock
252
BlackRock
New York
$2K -$5K -65 -71%
APC
253
Aspire Private Capital
North Carolina
$2K -$2.79K -39 -58%
ME
254
McIlrath & Eck
Washington
$2K – – –
MBFW
255
Morton Brown Family Wealth
Pennsylvania
$2K – – –
CIAS
256
CFS Investment Advisory Services
New Jersey
$2K +$2K +108,029 New
TFGT
257
TS Financial Group (TSFG)
Illinois
$1K – – –
FHA
258
First Horizon Advisors
Tennessee
$1K – – –
DWP
259
Destiny Wealth Partners
Florida
$1K – – –
EWM
260
Evermay Wealth Management
Virginia
$1K +$1K +17 New
SWA
261
Sutton Wealth Advisors
Florida
$689 +$689 +10 New
RA
262
RiverTree Advisors
Florida
– -$8.79M -120,750 Closed
SWM
263
Shakespeare Wealth Management
Wisconsin
– -$927K -12,727 Closed
SAF
264
Smith Anglin Financial
Texas
– -$850K -11,676 Closed
AF
265
Affiance Financial
Minnesota
– -$593K -8,139 Closed
Renaissance Technologies
266
Renaissance Technologies
New York
– -$539K -7,400 Closed
ARC
267
Advisor Resource Council
Texas
– -$493K -6,765 Closed
WGCA
268
Wolf Group Capital Advisors
Virginia
– -$442K -6,072 Closed
ACA
269
Aspire Capital Advisors
Washington
– -$292K -4,007 Closed
CPIG
270
Chicago Partners Investment Group
Illinois
– -$211K -3,060 Closed
HHGA
271
Halbert Hargrove Global Advisors
California
– -$214K -2,944 Closed
RIA
272
Realta Investment Advisors
Delaware
– -$209K -2,875 Closed
AWM
273
Aprio Wealth Management
Georgia
– -$205K -2,820 Closed
AWA
274
Aquire Wealth Advisors
Utah
– -$202K -2,777 Closed
KOC
275
Koss-Olinger Consulting
Florida
– -$202K -2,774 Closed
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