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iShares Core 80/20 Aggressive Allocation ETF

220 hedge funds and large institutions have $311M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
106
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CJA
126
C-J Advisory
California
$344K -$2.54K -36 -0.7%
TFO
127
Tarbox Family Office
California
$342K -$4.8K -68 -1%
RA
128
RFG Advisory
Alabama
$337K +$53.7K +760 +19%
CFGS
129
Concourse Financial Group Securities
Alabama
$334K +$15.9K +225 +5%
Lido Advisors
130
Lido Advisors
California
$304K +$20.3K +288 +7%
MWM
131
Mission Wealth Management
California
$300K +$494 +7 +0.2%
FCA
132
FinTrust Capital Advisors
South Carolina
$294K +$4.31K +61 +1%
IA
133
IFP Advisors
Florida
$292K +$22.2K +316 +8%
SFWC
134
Strategic Family Wealth Counselors
New Jersey
$271K
JCM
135
Jacobsen Capital Management
Utah
$260K +$8.41K +119 +3%
MWM
136
McNaughton Wealth Management
California
$257K -$39.4K -557 -13%
PCG
137
Private Capital Group
Connecticut
$256K +$777 +11 +0.3%
RJA
138
Raymond James & Associates
Florida
$256K +$256K +3,630 New
CA
139
CGN Advisors
Kansas
$252K +$2.19K +31 +0.9%
VWM
140
Vigilare Wealth Management
Arizona
$249K +$32.5K +459 +15%
Citigroup
141
Citigroup
New York
$244K -$63.6K -899 -21%
BOPW
142
Brandywine Oak Private Wealth
Pennsylvania
$244K -$32.4K -460 -12%
CAS
143
Cascadia Advisory Services
Oregon
$241K +$7.22K +102 +3%
Truist Financial
144
Truist Financial
North Carolina
$232K +$232K +3,280 New
GMA
145
Goldstein Munger & Associates
California
$229K
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$227K +$227K +3,217 New
SG
147
Strid Group
Pennsylvania
$223K
CPIG
148
Chicago Partners Investment Group
Illinois
$216K +$354 +5 +0.2%
OAP
149
One Advisory Partners
Kansas
$214K -$2.4K -34 -1%
STA
150
Summit Trail Advisors
New York
$212K