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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 Holding Trade Value Shares
Change
Shares
Change %
MWM
126
McNaughton Wealth Management
California
$281K -$1.17M -17,390 -81%
FCA
127
FinTrust Capital Advisors
South Carolina
$274K +$58.4K +873 +27%
RA
128
RFG Advisory
Alabama
$269K +$21.7K +323 +9%
Lido Advisors
129
Lido Advisors
California
$269K +$54.1K +807 +25%
CSIA
130
Charles Schwab Investment Advisory
California
$269K +$269K +4,021 New
BOPW
131
Brandywine Oak Private Wealth
Pennsylvania
$262K -$41.1K -616 -14%
SFWC
132
Strategic Family Wealth Counselors
New Jersey
$256K
IA
133
IFP Advisors
Florida
$255K -$98.2K -1,477 -28%
BJL
134
Brighton Jones LLC
Washington
$251K -$55.5K -829 -18%
PCG
135
Private Capital Group
Connecticut
$242K
PA
136
Paracle Advisors
Washington
$240K -$158K -2,355 -40%
JCM
137
Jacobsen Capital Management
Utah
$238K -$13K -195 -5%
CA
138
CGN Advisors
Kansas
$237K +$870 +13 +0.4%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$224K +$55.2K +825 +33%
OIA
140
OneDigital Investment Advisors
Kansas
$224K +$15.8K +235 +8%
CAS
141
Cascadia Advisory Services
Oregon
$221K +$221K +3,304 New
GMA
142
Goldstein Munger & Associates
California
$217K
SCM
143
Southport Capital Management
Tennessee
$216K -$9.57K -143 -4%
SG
144
Strid Group
Pennsylvania
$213K +$213K +3,185 New
CPIG
145
Chicago Partners Investment Group
Illinois
$212K +$212K +3,045 New
IA
146
IFG Advisory
Georgia
$210K +$210K +3,146 New
MML Investors Services
147
MML Investors Services
Massachusetts
$209K +$209K +3,122 New
FAIM
148
Financial Advocates Investment Management
Washington
$208K -$176K -2,623 -46%
VWM
149
Vigilare Wealth Management
Arizona
$205K +$205K +3,062 New
OAP
150
One Advisory Partners
Kansas
$205K +$205K +3,063 New