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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 %
SSC
51
Syverson Strege & Co
Iowa
$1.39M +$38.7K +531 +3%
VFP
52
Verus Financial Partners
Virginia
$1.38M -$24.7K -339 -2%
GFG
53
Greystone Financial Group
Michigan
$1.38M +$269K +3,692 +24%
VWM
54
Venturi Wealth Management
Texas
$1.29M +$12K +165 +0.9%
BCM
55
Brookstone Capital Management
Illinois
$1.28M +$139K +1,929 +12%
EA
56
Efficient Advisors
Ohio
$1.23M -$10.4K -143 -0.8%
Mariner
57
Mariner
Kansas
$1.22M +$101K +1,382 +9%
CF
58
Corrigan Financial
Rhode Island
$1.17M +$111K +1,529 +11%
CIAS
59
Capital Investment Advisory Services
North Carolina
$1.16M +$11.9K +163 +1%
LNC
60
Lincoln National Corp
Pennsylvania
$1.13M +$10.6K +146 +1%
AF
61
Advisornet Financial
Minnesota
$1.1M -$18.7K -256 -2%
MA
62
Mutual Advisors
Nebraska
$1.09M +$217K +2,979 +25%
NAS
63
Nicolet Advisory Services
Wisconsin
$1.08M -$22.6K -311 -2%
MFM
64
Mirsky Financial Management
New York
$1.05M +$1.05M +14,450 New
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$1.05M -$54.3K -746 -5%
CIP
66
Capital Insight Partners
Arizona
$1.04M +$95.8K +1,316 +10%
W
67
Wealthquest
Ohio
$1.03M -$182K -2,506 -15%
PAG
68
Private Advisor Group
New Jersey
$1.01M +$205K +2,814 +25%
CC
69
Cypress Capital
Tennessee
$994K +$994K +13,654 New
CMP
70
Courage Miller Partners
Virginia
$991K +$510 +7 +0.1%
MCWS
71
McKinley Carter Wealth Services
West Virginia
$969K -$3.5K -48 -0.4%
IF
72
Integrity Financial
Wyoming
$968K +$968K +13,287 New
SWM
73
Shakespeare Wealth Management
Wisconsin
$927K -$42.5K -583 -4%
AF
74
Allworth Financial
California
$902K -$22.5K -309 -2%
WWG
75
West Wealth Group
California
$893K +$893K +12,275 New