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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
$12M
3
Goldman Sachs
Goldman Sachs
New York
$2.26M
4
AI
Atria Investments
North Carolina
$1.97M
5
ACP
Arcus Capital Partners
Georgia
$1.36M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$9.48M
2
UBS Group
UBS Group
Switzerland
$4.22M
3
TC
Trilogy Capital
California
$2.14M
4
RA
RiverTree Advisors
Florida
$0
5
PAA
Peregrine Asset Advisers
Oregon
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAM
26
First Ascent Asset Management
Colorado
$2.81M +$335K +4,862 +14%
WCG
27
Weaver Consulting Group
California
$2.78M +$166K +2,403 +6%
CCM
28
Canal Capital Management
Virginia
$2.77M +$119K +1,730 +5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.62M +$709K +10,285 +37%
MSA
30
Marino Stram & Associates
Massachusetts
$2.61M -$61.6K -893 -2%
AWM
31
AE Wealth Management
Kansas
$2.58M +$287K +4,164 +13%
AAS
32
Annex Advisory Services
Wisconsin
$2.53M +$103K +1,491 +4%
ACS
33
Archford Capital Strategies
Illinois
$2.27M +$584K +8,513 +35%
Goldman Sachs
34
Goldman Sachs
New York
$2.26M +$2.26M +32,829 New
TC
35
Trilogy Capital
California
$2.14M -$15M -217,429 -87%
AWA
36
Archvest Wealth Advisors
California
$2.14M -$2.62K -38 -0.1%
SW
37
SteelPeak Wealth
California
$2.14M +$12.5K +182 +0.6%
AI
38
Atria Investments
North Carolina
$1.97M +$1.97M +28,597 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.94M -$591K -8,572 -23%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$1.93M -$8.07K -117 -0.4%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.88M -$235K -3,410 -11%
VWA
42
Visionary Wealth Advisors
Illinois
$1.86M -$1.79K -26 -0.1%
KAS
43
Kestra Advisory Services
Texas
$1.85M +$432K +6,273 +31%
Stifel Financial
44
Stifel Financial
Missouri
$1.83M -$462K -6,699 -20%
Ameriprise
45
Ameriprise
Minnesota
$1.75M +$296K +4,297 +20%
CPO
46
Cerity Partners OCIO
New York
$1.75M +$2.83K +41 +0.2%
RJA
47
Raymond James & Associates
Florida
$1.6M -$1.1M -15,913 -41%
RWA
48
Redhawk Wealth Advisors
Minnesota
$1.56M +$758K +11,002 +95%
PWAG
49
Polaris Wealth Advisory Group
California
$1.53M -$18.5K -272 -1%
CI
50
CX Institutional
Indiana
$1.52M -$53.7K -779 -3%
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