AOA icon

iShares Core 80/20 Aggressive Allocation ETF

222 hedge funds and large institutions have $291M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
222
Holders Change
+16
Holders Change %
+7.77%
% of All Funds
3.91%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
78
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TWP
101
Tempus Wealth Planning
California
$442K 6,602 +572 +9%
MFGP
102
Marshall Financial Group (Pennsylvania)
Pennsylvania
$440K 6,572 +694 +12%
IA
103
Insight Advisors
Pennsylvania
$423K 6,123 +23 +0.4%
FSG
104
Financial Strategies Group
Michigan
$423K 6,314 +596 +10%
BSWM
105
Boston Standard Wealth Management
Massachusetts
$420K 6,289 -323 -5%
DT
106
Diversified Trust
Tennessee
$413K 6,170 +812 +15%
MA
107
Mezzasalma Advisors
New Jersey
$396K 5,917 -22 -0.4%
MHS
108
M Holdings Securities
Oregon
$390K 5,825 +5,825 New
CWM
109
Cornerstone Wealth Management
Missouri
$387K 5,789 -4,093 -41%
OGF
110
Orin Green Financial
California
$379K 5,664
WP
111
WealthPLAN Partners
Nebraska
$372K 5,409 -48 -0.9%
CFA
112
Cahill Financial Advisors
Minnesota
$372K 5,557 -9 -0.2%
GWM
113
Geneos Wealth Management
Colorado
$359K 5,207 +41 +0.8%
SWA
114
Sightline Wealth Advisors
Connecticut
$357K 5,325 +175 +3%
SWP
115
Stratos Wealth Partners
Ohio
$351K 5,239 +1,340 +34%
C1AG
116
Client 1st Advisory Group
Florida
$348K 5,194 -410 -7%
JWA
117
JFS Wealth Advisors
Pennsylvania
$339K 5,066 +18 +0.4%
CA
118
Cetera Advisors
Colorado
$331K 4,950 +13 +0.3%
TFO
119
Tarbox Family Office
California
$329K 4,910
CJA
120
C-J Advisory
California
$328K 4,909 +251 +5%
CWP
121
Corepath Wealth Partners
Arizona
$324K 4,729 -528 -10%
TFA
122
TPG Financial Advisors
Oregon
$310K 4,637 +514 +12%
CFGS
123
Concourse Financial Group Securities
Alabama
$302K 4,508
Citigroup
124
Citigroup
New York
$291K 4,350 +1,499 +53%
MWM
125
Mission Wealth Management
California
$284K 4,242