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iShares Core 80/20 Aggressive Allocation ETF

222 hedge funds and large institutions have $291M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
222
Holders Change
+16
Holders Change %
+7.77%
% of All Funds
3.91%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
78
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
STA
151
Summit Trail Advisors
New York
$201K 3,000 +3,000 New
WAM
152
WNY Asset Management
New York
$200K 2,904 -789 -21%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$198K 2,802
S
154
SignatureFD
Georgia
$166K 2,480 -85 -3%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$153K 2,288 -1,569 -41%
US Bancorp
156
US Bancorp
Minnesota
$146K 2,171 -255 -11%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$146K 2,180 +159 +8%
APWA
158
Atlas Private Wealth Advisors
New Jersey
$140K 2,090 +131 +7%
FFA
159
Founders Financial Alliance
North Carolina
$140K 2,069 +384 +23%
BHWM
160
Bay Harbor Wealth Management
Maryland
$137K 2,046 -525 -20%
SFS
161
Sowell Financial Services
Arkansas
$129K 1,847 +629 +52%
PFA
162
Professional Financial Advisors
Nebraska
$127K 1,891 +106 +6%
SIAP
163
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$124K 1,085
HIA
164
Harbor Investment Advisory
Maryland
$121K 1,815 -61 -3%
TF
165
TimeScale Financial
Massachusetts
$105K 1,570 +356 +29%
CL
166
COWA LLC
Oklahoma
$99K 1,472 +10 +0.7%
GFPC
167
Global Financial Private Client
Florida
$94.5K 1,400
GIA
168
Goodwin Investment Advisory
Georgia
$89K 1,298 -116 -8%
JPMorgan Chase & Co
169
JPMorgan Chase & Co
New York
$80K 1,197 +884 +282%
LAS
170
Lloyd Advisory Services
Georgia
$77K 1,144 -95 -8%
MWM
171
Mascoma Wealth Management
New Hampshire
$75K 1,116 +1,116 New
HWMA
172
Heritage Wealth Management (Arizona)
Arizona
$66K 985 +985 New
SPIA
173
Steward Partners Investment Advisory
New York
$65.7K 981
CFA
174
Carroll Financial Associates
North Carolina
$60K 906
BA
175
Bellwether Advisors
Nebraska
$60K 904 +27 +3%