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iShares Core 80/20 Aggressive Allocation ETF

248 hedge funds and large institutions have $431M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
98
Reduced
61
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
126
TPG Financial Advisors
Oregon
$409K +$8.08K +111 +2%
MA
127
Mezzasalma Advisors
New Jersey
$407K -$7.65K -105 -2%
BJL
128
Brighton Jones LLC
Washington
$398K +$15.9K +218 +4%
FSG
129
Financial Strategies Group
Michigan
$396K -$113K -1,550 -22%
C1AG
130
Client 1st Advisory Group
Florida
$391K +$11K +151 +3%
GC
131
Gould Capital
Washington
$386K +$386K +5,295 New
CA
132
Cetera Advisors
Colorado
$383K -$23.7K -325 -6%
TFO
133
Tarbox Family Office
California
$371K +$23.5K +323 +7%
GVAG
134
Great Valley Advisor Group
Delaware
$367K +$367K +5,037 New
CPFP
135
Clear Perspectives Financial Planning
Ohio
$362K -$17.3K -237 -5%
HFA
136
High Falls Advisors
New York
$344K +$102K +1,399 +42%
FCA
137
FinTrust Capital Advisors
South Carolina
$340K
CFGS
138
Concourse Financial Group Securities
Alabama
$336K
Jane Street
139
Jane Street
New York
$327K -$1.04M -14,302 -76%
CA
140
CGN Advisors
Kansas
$320K +$58.6K +804 +22%
IA
141
IFP Advisors
Florida
$319K +$297 +4 +0.1%
MWM
142
Mission Wealth Management
California
$314K +$3.13K +43 +1%
SF
143
SBK Financial
Virginia
$295K +$295K +4,046 New
ACA
144
Aspire Capital Advisors
Washington
$292K +$292K +4,007 New
SIG
145
Spinnaker Investment Group
California
$290K +$290K +4,070 New
Lido Advisors
146
Lido Advisors
California
$281K -$45.4K -624 -14%
SFWC
147
Strategic Family Wealth Counselors
New Jersey
$279K
Truist Financial
148
Truist Financial
North Carolina
$278K +$56.5K +776 +26%
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
$261K +$2.4K +33 +0.9%
OIA
150
OneDigital Investment Advisors
Kansas
$257K +$5.91K +81 +2%