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iShares Core 80/20 Aggressive Allocation ETF

218 hedge funds and large institutions have $302M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
3.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
106
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
76
Insight Advisors
Pennsylvania
$775K +$129K +1,763 +20%
PAG
77
Private Advisor Group
New Jersey
$772K +$75.6K +1,084 +11%
JFA
78
JNBA Financial Advisors
Minnesota
$705K +$5.8K +83 +0.8%
HI
79
Harbour Investments
Wisconsin
$694K +$4.81K +69 +0.7%
Creative Planning
80
Creative Planning
Kansas
$675K -$1.74K -25 -0.3%
SWP
81
Summit Wealth Partners
Florida
$675K +$65.4K +937 +11%
CCFM
82
Clear Creek Financial Management
Washington
$660K +$16.1K +231 +3%
TFA
83
Tobias Financial Advisors
Florida
$660K +$21.7K +311 +3%
MIC
84
Means Investment Company
Maine
$656K
DP
85
Divergent Planning
Maryland
$631K -$6.99K -100 -1%
OFG
86
Oxford Financial Group
Indiana
$622K +$419 +6 +0.1%
GPWA
87
Great Point Wealth Advisors
Massachusetts
$606K +$25.3K +363 +4%
SI
88
SimpliFi Inc
California
$601K +$3.98K +57 +0.7%
CCWA
89
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$601K +$601K +8,608 New
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$597K +$11.7K +168 +2%
AF
91
Affiance Financial
Minnesota
$560K +$17.7K +254 +3%
TWP
92
Tempus Wealth Planning
California
$534K +$22.2K +318 +4%
TPA
93
Trivium Point Advisory
Connecticut
$529K +$3.09K +44 +0.6%
VA
94
Valmark Advisers
Ohio
$523K +$15K +215 +3%
BAM
95
Belpointe Asset Management
Nevada
$520K +$19.6K +281 +4%
SWP
96
Stratos Wealth Partners
Ohio
$502K +$66.7K +955 +15%
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$500K +$53.7K +769 +12%
SBL
98
Sargent Bickham Lagudis
Colorado
$496K
FSG
99
Financial Strategies Group
Michigan
$488K +$20.5K +294 +4%
JWA
100
JFS Wealth Advisors
Pennsylvania
$478K -$51.5K -737 -10%