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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 %
MIC
101
Means Investment Company
Maine
$523K -$3.89K -65 -0.7%
SWP
102
Stratos Wealth Partners
Ohio
$500K +$68K +1,134 +16%
CCP
103
Cassia Capital Partners
North Carolina
$497K -$69.8K -1,166 -12%
UCFA
104
United Capital Financial Advisors
Texas
$488K +$50.5K +844 +12%
SI
105
SimpliFi Inc
California
$480K +$479 +8 +0.1%
CWM
106
CCG Wealth Management
California
$468K
ACM
107
Altrius Capital Management
North Carolina
$468K +$468K +7,825 New
TFO
108
Tarbox Family Office
California
$461K +$167K +2,785 +57%
CCFM
109
Clear Creek Financial Management
Washington
$447K -$129K -2,156 -22%
VA
110
Valmark Advisers
Ohio
$447K -$4.56K -76 -1%
WEG
111
World Equity Group
Illinois
$447K +$31K +517 +7%
BJL
112
Brighton Jones LLC
Washington
$440K +$112K +1,873 +34%
TPA
113
Trivium Point Advisory
Connecticut
$439K -$17.7K -294 -4%
HFA
114
High Falls Advisors
New York
$437K +$9.65K +161 +2%
FAM
115
Forte Asset Management
New York
$433K +$433K +7,232 New
SBL
116
Sargent Bickham Lagudis
Colorado
$426K
KWM
117
Keebeck Wealth Management
Illinois
$417K -$197K -3,298 -32%
DP
118
Divergent Planning
Maryland
$409K -$6.34K -106 -2%
JWA
119
JFS Wealth Advisors
Pennsylvania
$405K +$11.1K +185 +3%
ARC
120
Advisor Resource Council
Texas
$405K +$405K +6,760 New
BSWM
121
Boston Standard Wealth Management
Massachusetts
$399K +$16.5K +273 +4%
FCA
122
FinTrust Capital Advisors
South Carolina
$398K +$113K +1,852 +40%
CA
123
Cetera Advisors
Colorado
$396K +$3.41K +57 +0.9%
SWM
124
Sugarloaf Wealth Management
Georgia
$391K +$29.9K +499 +8%
HI
125
Harbour Investments
Wisconsin
$385K +$385K +6,429 New