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iShares Core 80/20 Aggressive Allocation ETF

248 hedge funds and large institutions have $332M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
110
Reduced
77
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCIA
126
Mountain Capital Investment Advisors
Colorado
$384K +$76.4K +1,269 +25%
C1AG
127
Client 1st Advisory Group
Florida
$382K +$6.59K +110 +2%
OGF
128
Orin Green Financial
California
$373K +$5.23K +88 +1%
FSG
129
Financial Strategies Group
Michigan
$363K +$6.77K +113 +2%
TFA
130
TPG Financial Advisors
Oregon
$352K +$5.21K +87 +2%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$342K -$32.8K -548 -9%
MFGP
132
Marshall Financial Group (Pennsylvania)
Pennsylvania
$341K -$39.1K -653 -10%
CFA
133
Cahill Financial Advisors
Minnesota
$341K -$5.81K -97 -2%
WWG
134
West Wealth Group
California
$341K +$23.1K +386 +7%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$339K -$3.17K -53 -0.9%
CWM
136
Cornerstone Wealth Management
Missouri
$337K +$60 +1 +0%
SFA
137
Source Financial Advisors
New York
$335K +$125K +2,089 +60%
GFP
138
Guardian Financial Partners
California
$329K -$14.5K -242 -4%
MA
139
Mezzasalma Advisors
New Jersey
$328K -$2.39K -40 -0.7%
MFS
140
Madrona Financial Services
Washington
$325K -$442K -7,391 -58%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$325K +$27.8K +464 +9%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$318K -$407K -6,810 -56%
GC
143
Gould Capital
Washington
$316K -$5.51K -92 -2%
JCM
144
Jacobsen Capital Management
Utah
$311K -$3.78K -63 -1%
AAP
145
Arax Advisory Partners
Colorado
$302K +$101K +1,691 +50%
BWM
146
BCGM Wealth Management
Indiana
$294K +$36.4K +578 +14%
FPAS
147
Focus Partners Advisor Solutions
Missouri
$293K +$57.4K +958 +24%
SWA
148
Sax Wealth Advisors
New Jersey
$284K +$43.1K +720 +18%
GVAG
149
Great Valley Advisor Group
Delaware
$283K -$18.7K -312 -6%
CA
150
CGN Advisors
Kansas
$265K +$1.8K +30 +0.7%