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iShares Core 80/20 Aggressive Allocation ETF

248 hedge funds and large institutions have $332M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 34 closing their positions.

Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
110
Reduced
77
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VFP
76
Verus Financial Partners
Virginia
$789K -$411K -6,700 -34%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$756K -$422K -7,049 -36%
CC
78
Cypress Capital
Tennessee
$749K -$96.5K -1,611 -11%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$748K -$76.8K -1,283 -9%
W
80
Wealthquest
Ohio
$746K -$99.2K -1,657 -12%
IA
81
Insight Advisors
Pennsylvania
$730K -$16.4K -260 -2%
EA
82
Efficient Advisors
Ohio
$728K -$52.9K -882 -7%
EIG
83
Ellenbecker Investment Group
Wisconsin
$727K +$298K +4,977 +69%
Northern Trust
84
Northern Trust
Illinois
$719K
CMP
85
Courage Miller Partners
Virginia
$701K -$120K -2,007 -15%
OAM
86
Oak Asset Management
California
$701K +$701K +11,698 New
SWP
87
Summit Wealth Partners
Florida
$671K +$43.3K +723 +7%
JFA
88
JNBA Financial Advisors
Minnesota
$650K +$2.58K +43 +0.4%
SFG
89
Sovereign Financial Group
Connecticut
$639K -$619K -10,330 -49%
5SA
90
5th Street Advisors
Connecticut
$637K +$359 +6 +0.1%
Creative Planning
91
Creative Planning
Kansas
$633K +$3.35K +56 +0.5%
OFG
92
Oxford Financial Group
Indiana
$633K +$11.1K +185 +2%
HighTower Advisors
93
HighTower Advisors
Illinois
$608K +$141K +2,364 +30%
TWP
94
Tempus Wealth Planning
California
$585K +$27.1K +452 +5%
DT
95
Diversified Trust
Tennessee
$572K +$51.2K +856 +10%
CIAS
96
Capital Investment Advisory Services
North Carolina
$565K -$386K -6,442 -41%
AWM
97
Avior Wealth Management
Nebraska
$564K +$1.32K +22 +0.2%
GPWA
98
Great Point Wealth Advisors
Massachusetts
$539K +$11.1K +185 +2%
AWS
99
Atria Wealth Solutions
New York
$537K +$16.8K +281 +3%
IA
100
IFP Advisors
Florida
$528K