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iShares Core 80/20 Aggressive Allocation ETF

262 hedge funds and large institutions have $350M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+14
Holders Change %
+5.65%
% of All Funds
4.15%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
39
Increased
103
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OGF
126
Orin Green Financial
California
$426K +$426K +6,183 New
SWM
127
Sugarloaf Wealth Management
Georgia
$416K +$6.83K +99 +2%
FSG
128
Financial Strategies Group
Michigan
$410K +$35.1K +509 +9%
CFA
129
Cahill Financial Advisors
Minnesota
$399K
TFA
130
TPG Financial Advisors
Oregon
$399K +$12K +174 +3%
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$394K -$107K -1,555 -21%
CWM
132
Cornerstone Wealth Management
Missouri
$387K -$826 -12 -0.2%
MA
133
Mezzasalma Advisors
New Jersey
$381K -$4.69K -68 -1%
WP
134
WealthPLAN Partners
Nebraska
$380K -$959 -15 -0.3%
WIM
135
WealthPlan Investment Management
Nebraska
$380K +$380K +5,943 New
BJL
136
Brighton Jones LLC
Washington
$377K +$895 +13 +0.2%
GFP
137
Guardian Financial Partners
California
$376K -$310K -4,731 -45%
GC
138
Gould Capital
Washington
$370K +$4.76K +69 +1%
LWMNY
139
Landmark Wealth Management (New York)
New York
$369K +$369K +10,562 New
WWG
140
West Wealth Group
California
$366K -$478K -6,953 -57%
JCM
141
Jacobsen Capital Management
Utah
$362K +$162K +2,344 +81%
GVAG
142
Great Valley Advisor Group
Delaware
$347K
MCIA
143
Mountain Capital Investment Advisors
Colorado
$343K +$343K +5,107 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$342K +$173K +2,508 +102%
TFO
145
Tarbox Family Office
California
$338K -$13.2K -191 -4%
FCA
146
FinTrust Capital Advisors
South Carolina
$322K +$345 +5 +0.1%
AFP
147
Ausdal Financial Partners
Iowa
$313K -$88.1K -1,277 -22%
CPFP
148
Clear Perspectives Financial Planning
Ohio
$306K -$36.7K -532 -11%
CWP
149
Corepath Wealth Partners
Arizona
$305K -$103K -1,572 -25%
CA
150
CGN Advisors
Kansas
$302K