AOA icon

iShares Core 80/20 Aggressive Allocation ETF

262 hedge funds and large institutions have $350M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+14
Holders Change %
+5.65%
% of All Funds
4.15%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
39
Increased
103
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
101
Means Investment Company
Maine
$607K -$10.1K -146 -2%
GPWA
102
Great Point Wealth Advisors
Massachusetts
$607K +$3.38K +49 +0.6%
DT
103
Diversified Trust
Tennessee
$600K +$86K +1,247 +17%
AWS
104
Atria Wealth Solutions
New York
$599K +$599K +8,691 New
SI
105
SimpliFi Inc
California
$552K +$620 +9 +0.1%
HighTower Advisors
106
HighTower Advisors
Illinois
$541K +$32.4K +468 +6%
CWM
107
CCG Wealth Management
California
$539K +$539K +7,815 New
IA
108
IFP Advisors
Florida
$528K +$291K +5,297 +123%
VA
109
Valmark Advisers
Ohio
$519K -$66.4K -964 -11%
TPA
110
Trivium Point Advisory
Connecticut
$516K
UCFA
111
United Capital Financial Advisors
Texas
$504K +$52.9K +767 +12%
SWP
112
Stratos Wealth Partners
Ohio
$497K -$5.59K -81 -1%
FPS
113
Fieldpoint Private Securities
Connecticut
$496K +$496K +7,200 New
EIG
114
Ellenbecker Investment Group
Wisconsin
$494K +$295K +4,280 +148%
HFA
115
High Falls Advisors
New York
$492K +$166K +2,411 +51%
SBL
116
Sargent Bickham Lagudis
Colorado
$490K
DP
117
Divergent Planning
Maryland
$481K -$36K -519 -7%
WEG
118
World Equity Group
Illinois
$479K +$479K +6,941 New
JWA
119
JFS Wealth Advisors
Pennsylvania
$454K
CA
120
Cetera Advisors
Colorado
$452K +$89.4K +1,297 +25%
BAM
121
Belpointe Asset Management
Nevada
$447K -$61.3K -888 -12%
MFGP
122
Marshall Financial Group (Pennsylvania)
Pennsylvania
$438K +$30.5K +443 +7%
BSWM
123
Boston Standard Wealth Management
Massachusetts
$437K +$17.7K +257 +4%
C1AG
124
Client 1st Advisory Group
Florida
$432K +$61.7K +896 +17%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$432K +$432K +6,266 New