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iShares Core 80/20 Aggressive Allocation ETF
248 hedge funds and large institutions have $332M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 34 closing their positions.
New
Increased
Maintained
Reduced
Closed
43% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 77
0.46% more ownership
Funds ownership: 23.02% → 23.48% (+0.46%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less capital invested
Capital invested by funds: $350M → $332M (-$18.2M)
5% less funds holding
Funds holding: 262 → 248 (-14)
35% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 34
Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
110
Reduced
77
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$23.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$22.5M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.15M |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
+$3.18M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$3.18M |
Top Sellers
| 1 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
-$12M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$12M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.47M |
| 4 |
CWA
Consilium Wealth Advisory
Richardson,
Texas
|
-$2.34M |
| 5 |
Goldman Sachs
New York
|
-$2.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
276
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$53K | -767 | Closed |
|
|
SCA
277
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$42K | -609 | Closed |
|
|
CI
278
Carroll Investors
Mt Pleasant,
South Carolina
| – | -$31K | -453 | Closed |
|
|
PFS
279
Prospera Financial Services
Dallas,
Texas
| – | -$10K | -150 | Closed |
|
280
BlackRock
New York
| – | -$1.53K | -24 | -92% |
|
|
SWA
281
Sutton Wealth Advisors
Tampa,
Florida
| – | -$689 | -10 | Closed |
|