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iShares Core 80/20 Aggressive Allocation ETF

222 hedge funds and large institutions have $291M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
222
Holders Change
+16
Holders Change %
+7.77%
% of All Funds
3.91%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
78
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MFS
26
Madrona Financial Services
Washington
$2.45M 36,617 +1,555 +4%
RWM
27
Ritholtz Wealth Management
New York
$2.34M 34,902 +1,955 +6%
AAS
28
Annex Advisory Services
Wisconsin
$2.33M 34,793 +2,455 +8%
Citadel Advisors
29
Citadel Advisors
Florida
$2.27M 33,871 +33,871 New
AWM
30
AE Wealth Management
Kansas
$2.2M 32,859 +2,853 +10%
WCG
31
Weaver Consulting Group
California
$2.1M 31,380 +615 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.09M 31,154 -396 -1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.07M 30,938 +6,930 +29%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$2.07M 30,869
VWA
35
Visionary Wealth Advisors
Illinois
$2.03M 30,366 -5,991 -16%
FAAM
36
First Ascent Asset Management
Colorado
$1.97M 29,406 +3,211 +12%
AWA
37
ARQ Wealth Advisors
Arizona
$1.82M 27,113 +1,898 +8%
PWAG
38
Polaris Wealth Advisory Group
California
$1.57M 22,942 -1,715 -7%
CI
39
CX Institutional
Indiana
$1.56M 23,236 +520 +2%
CPO
40
Cerity Partners OCIO
New York
$1.56M 23,235 +1,139 +5%
W
41
Wealthquest
Ohio
$1.5M 22,434 +8,716 +64%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$1.5M 22,407 +22,407 New
UBS Group
43
UBS Group
Switzerland
$1.37M 20,516 -2,442 -11%
GFG
44
Greystone Financial Group
Michigan
$1.35M 19,511 +950 +5%
VFP
45
Verus Financial Partners
Virginia
$1.33M 19,563 -1,241 -6%
Ameriprise
46
Ameriprise
Minnesota
$1.31M 19,533 +987 +5%
EA
47
Efficient Advisors
Ohio
$1.21M 18,033 -3,069 -15%
SSC
48
Syverson Strege & Co
Iowa
$1.14M 17,018 +1,934 +13%
CIAS
49
Capital Investment Advisory Services
North Carolina
$1.07M 16,015 +320 +2%
VWM
50
Venturi Wealth Management
Texas
$1.04M 15,516 +2,010 +15%