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iShares Core 80/20 Aggressive Allocation ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PAA
51
Peregrine Asset Advisers
Oregon
$1.51M -$5.46M -79,146 -78%
SSC
52
Syverson Strege & Co
Iowa
$1.49M +$172K +2,501 +13%
SFG
53
Sovereign Financial Group
Connecticut
$1.45M
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$1.43M -$45K -653 -3%
ACP
55
Arcus Capital Partners
Georgia
$1.36M +$1.12M +16,311 +479%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$1.36M +$364K +5,285 +37%
VFP
57
Verus Financial Partners
Virginia
$1.31M +$43.1K +644 +3%
GFG
58
Greystone Financial Group
Michigan
$1.29M -$15.1K -219 -1%
VWM
59
Venturi Wealth Management
Texas
$1.28M +$56.9K +826 +5%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.2M +$478K +6,939 +66%
Mariner
61
Mariner
Kansas
$1.18M +$21.6K +313 +2%
WWM
62
Western Wealth Management
Colorado
$1.17M +$586K +8,497 +100%
CIAS
63
Capital Investment Advisory Services
North Carolina
$1.09M -$5.24K -76 -0.5%
BCM
64
Brookstone Capital Management
Illinois
$1.08M -$116K -1,733 -10%
CF
65
Corrigan Financial
Rhode Island
$1.07M -$33.9K -491 -3%
LNC
66
Lincoln National Corp
Pennsylvania
$1.07M
AF
67
Advisornet Financial
Minnesota
$1.04M +$5.03K +73 +0.5%
MA
68
Mutual Advisors
Nebraska
$1.04M +$8K +116 +0.8%
NAS
69
Nicolet Advisory Services
Wisconsin
$1.03M +$23K +338 +2%
W
70
Wealthquest
Ohio
$1.03M
PAG
71
Private Advisor Group
New Jersey
$1.01M +$50.3K +729 +5%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$997K +$189K +2,694 +23%
CL
73
CPWM LLC
Washington
$991K +$153K +2,213 +18%
CIP
74
Capital Insight Partners
Arizona
$985K -$414 -6 -0%
BFG
75
Buttonwood Financial Group
Missouri
$980K +$980K +14,245 New