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iShares Core 80/20 Aggressive Allocation ETF

218 hedge funds and large institutions have $302M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
3.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
106
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
126
Mission Wealth Management
California
$298K +$1.54K +22 +0.5%
FAIM
127
Financial Advocates Investment Management
Washington
$272K +$9.08K +103 +3%
VWM
128
Vigilare Wealth Management
Arizona
$270K +$24.3K +349 +10%
SFWC
129
Strategic Family Wealth Counselors
New Jersey
$267K
RJA
130
Raymond James & Associates
Florida
$264K +$10.4K +149 +4%
BOPW
131
Brandywine Oak Private Wealth
Pennsylvania
$261K +$20K +288 +8%
CAS
132
Cascadia Advisory Services
Oregon
$261K +$23.1K +331 +10%
JCM
133
Jacobsen Capital Management
Utah
$256K -$767 -11 -0.3%
BWA
134
Beam Wealth Advisors
Louisiana
$255K +$255K +3,650 New
MWM
135
McNaughton Wealth Management
California
$252K -$2.03K -29 -0.8%
CA
136
CGN Advisors
Kansas
$250K +$837 +12 +0.3%
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$248K +$23.4K +335 +10%
OIA
138
OneDigital Investment Advisors
Kansas
$240K -$197K -2,833 -45%
MOS
139
MGO One Seven
Ohio
$234K +$234K +3,231 New
HFA
140
High Falls Advisors
New York
$232K +$23.9K +342 +11%
GMA
141
Goldstein Munger & Associates
California
$226K
CPIG
142
Chicago Partners Investment Group
Illinois
$223K +$146 +2 +0.1%
SG
143
Strid Group
Pennsylvania
$222K
PCG
144
Private Capital Group
Connecticut
$214K -$39.1K -560 -15%
Truist Financial
145
Truist Financial
North Carolina
$212K -$16.7K -240 -7%
STA
146
Summit Trail Advisors
New York
$209K
IA
147
IFG Advisory
Georgia
$208K
CJA
148
C-J Advisory
California
$204K -$136K -1,945 -40%
RIA
149
Realta Investment Advisors
Delaware
$200K +$200K +2,866 New
Fidelity Investments
150
Fidelity Investments
Massachusetts
$193K +$40.5K +580 +27%