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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 %
AWM
76
Avior Wealth Management
Nebraska
$888K -$12.4K -170 -1%
Northern Trust
77
Northern Trust
Illinois
$874K
RJFSA
78
Raymond James Financial Services Advisors
Florida
$862K -$183K -2,508 -17%
SAF
79
Smith Anglin Financial
Texas
$850K +$850K +11,676 New
CL
80
CPWM LLC
Washington
$849K
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$844K +$844K +11,538 New
RWA
82
Redhawk Wealth Advisors
Minnesota
$842K -$120K -1,642 -12%
5SA
83
5th Street Advisors
Connecticut
$802K +$802K +11,014 New
Creative Planning
84
Creative Planning
Kansas
$793K +$88.4K +1,214 +13%
IA
85
Insight Advisors
Pennsylvania
$786K +$15.9K +219 +2%
CCWA
86
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$766K +$139K +1,909 +22%
GFP
87
Guardian Financial Partners
California
$762K +$762K +10,467 New
SWP
88
Summit Wealth Partners
Florida
$750K +$46.2K +634 +7%
KWM
89
Keebeck Wealth Management
Illinois
$741K -$124K -1,709 -14%
JFA
90
JNBA Financial Advisors
Minnesota
$735K -$729 -10 -0.1%
CCP
91
Cassia Capital Partners
North Carolina
$716K +$716K +9,826 New
OFG
92
Oxford Financial Group
Indiana
$695K +$46.1K +633 +7%
CCFM
93
Clear Creek Financial Management
Washington
$675K -$12.8K -176 -2%
TPWA
94
TRUE Private Wealth Advisors
Oregon
$661K +$661K +9,078 New
MIC
95
Means Investment Company
Maine
$651K -$33.5K -460 -5%
GPWA
96
Great Point Wealth Advisors
Massachusetts
$638K +$6.12K +84 +1%
VA
97
Valmark Advisers
Ohio
$619K +$73.6K +1,010 +13%
WWM
98
Western Wealth Management
Colorado
$619K +$619K +8,495 New
TWP
99
Tempus Wealth Planning
California
$606K +$48.5K +666 +9%
AF
100
Affiance Financial
Minnesota
$593K +$8.16K +112 +1%