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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 %
RJA
26
Raymond James & Associates
Florida
$2.85M +$2.57M +35,299 +934%
MSA
27
Marino Stram & Associates
Massachusetts
$2.82M -$28.9K -397 -1%
CCM
28
Canal Capital Management
Virginia
$2.8M +$9.98K +137 +0.4%
WCG
29
Weaver Consulting Group
California
$2.76M +$368K +5,058 +15%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.68M +$2.05M +28,209 +330%
FAAM
31
First Ascent Asset Management
Colorado
$2.62M -$597K -8,192 -19%
AAS
32
Annex Advisory Services
Wisconsin
$2.56M +$42.1K +578 +2%
AWM
33
AE Wealth Management
Kansas
$2.43M +$334K +4,591 +16%
Stifel Financial
34
Stifel Financial
Missouri
$2.42M +$1.08M +14,848 +81%
Legacy Financial Group (Iowa)
35
Legacy Financial Group (Iowa)
Iowa
$2.3M +$228K +3,152 +11%
AWA
36
Archvest Wealth Advisors
California
$2.26M +$2.26M +31,018 New
SW
37
SteelPeak Wealth
California
$2.24M -$114K -1,567 -5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.23M +$157K +2,161 +8%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$2.05M -$19.1K -262 -0.9%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.02M +$2.02M +27,732 New
VWA
41
Visionary Wealth Advisors
Illinois
$1.97M -$9.1K -125 -0.5%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$1.94M -$71.7K -985 -4%
CPO
43
Cerity Partners OCIO
New York
$1.84M +$21.5K +295 +1%
ACS
44
Archford Capital Strategies
Illinois
$1.79M -$601K -8,261 -25%
CI
45
CX Institutional
Indiana
$1.66M +$47.3K +650 +3%
PWAG
46
Polaris Wealth Advisory Group
California
$1.65M -$20.2K -278 -1%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$1.56M -$257K -3,530 -14%
Ameriprise
48
Ameriprise
Minnesota
$1.54M -$205K -2,819 -12%
SFG
49
Sovereign Financial Group
Connecticut
$1.53M +$1.53M +20,998 New
KAS
50
Kestra Advisory Services
Texas
$1.49M -$298K -4,098 -17%