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iShares Core 80/20 Aggressive Allocation ETF

220 hedge funds and large institutions have $311M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
106
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
76
JNBA Financial Advisors
Minnesota
$708K -$37.3K -527 -5%
PAG
77
Private Advisor Group
New Jersey
$705K +$68.7K +973 +11%
HI
78
Harbour Investments
Wisconsin
$698K -$27.9K -395 -4%
HPC
79
Hobart Private Capital
North Carolina
$692K -$55K -779 -7%
Creative Planning
80
Creative Planning
Kansas
$685K -$44.1K -624 -6%
MIC
81
Means Investment Company
Maine
$664K -$3.25K -46 -0.5%
CCFM
82
Clear Creek Financial Management
Washington
$651K +$82.3K +1,165 +14%
TFA
83
Tobias Financial Advisors
Florida
$646K +$25.8K +365 +4%
Citadel Advisors
84
Citadel Advisors
Florida
$645K -$1.75M -24,744 -73%
DP
85
Divergent Planning
Maryland
$641K +$5.54K +79 +0.9%
SAF
86
Smith Anglin Financial
Texas
$631K +$631K +8,926 New
OFG
87
Oxford Financial Group
Indiana
$629K +$81.5K +1,153 +15%
IA
88
Insight Advisors
Pennsylvania
$626K +$191K +2,690 +44%
SWP
89
Summit Wealth Partners
Florida
$617K +$16.3K +230 +3%
SI
90
SimpliFi Inc
California
$604K +$604K +8,556 New
CCP
91
Cassia Capital Partners
North Carolina
$594K +$24.3K +344 +4%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$592K +$8.55K +121 +1%
GPWA
93
Great Point Wealth Advisors
Massachusetts
$588K +$15K +212 +3%
AF
94
Affiance Financial
Minnesota
$549K +$6.15K +87 +1%
JWA
95
JFS Wealth Advisors
Pennsylvania
$536K +$178K +2,516 +50%
TPA
96
Trivium Point Advisory
Connecticut
$528K +$212 +3 +0%
TWP
97
Tempus Wealth Planning
California
$518K +$51.8K +733 +11%
VA
98
Valmark Advisers
Ohio
$514K -$16.5K -234 -3%
BAM
99
Belpointe Asset Management
Nevada
$507K -$24.8K -351 -5%
SBL
100
Sargent Bickham Lagudis
Colorado
$502K