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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.

Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
4.19%
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
Name Holding Trade Value Shares
Change
Shares
Change %
WCG
26
Weaver Consulting Group
California
$2.52M +$108K +1,802 +4%
RWM
27
Ritholtz Wealth Management
New York
$2.49M -$28.6K -478 -1%
AAS
28
Annex Advisory Services
Wisconsin
$2.33M +$136K +2,270 +6%
AIP
29
Ahrens Investment Partners
Louisiana
$2.33M -$167K -2,796 -7%
AWM
30
AE Wealth Management
Kansas
$2.32M +$71.9K +1,200 +3%
CCM
31
Canal Capital Management
Virginia
$2.31M -$94.7K -1,581 -4%
MSA
32
Marino Stram & Associates
Massachusetts
$2.1M -$174K -2,904 -8%
TC
33
Trilogy Capital
California
$2M +$137K +2,284 +7%
ACS
34
Archford Capital Strategies
Illinois
$1.96M -$20.2K -338 -1%
AWA
35
Archvest Wealth Advisors
California
$1.88M +$28.7K +480 +2%
SW
36
SteelPeak Wealth
California
$1.84M -$19.4K -324 -1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.75M +$62.4K +1,042 +4%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$1.68M
VWA
39
Visionary Wealth Advisors
Illinois
$1.64M +$26.5K +442 +2%
NGA
40
Naples Global Advisors
Florida
$1.61M +$1.61M +26,825 New
KAS
41
Kestra Advisory Services
Texas
$1.58M -$26.6K -445 -2%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$1.55M -$935K -15,600 -38%
CPO
43
Cerity Partners OCIO
New York
$1.55M +$31.9K +533 +2%
PWAG
44
Polaris Wealth Advisory Group
California
$1.5M +$153K +2,556 +11%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.46M -$175K -2,924 -11%
Ameriprise
46
Ameriprise
Minnesota
$1.45M -$73.8K -1,233 -5%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.43M +$385K +6,433 +37%
RWA
48
Redhawk Wealth Advisors
Minnesota
$1.41M +$58.7K +980 +4%
UBS Group
49
UBS Group
Switzerland
$1.34M -$2.33M -38,825 -63%
CI
50
CX Institutional
Indiana
$1.34M +$26.9K +450 +2%