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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 %
S
151
SignatureFD
Georgia
$174K +$906 +13 +0.5%
BHWM
152
Bay Harbor Wealth Management
Maryland
$165K +$22.2K +319 +16%
APWA
153
Atlas Private Wealth Advisors
New Jersey
$162K -$20.3K -290 -11%
FFA
154
Founders Financial Alliance
North Carolina
$160K +$21K +300 +15%
AAP
155
Arax Advisory Partners
Colorado
$157K +$4.81K +69 +3%
CF
156
Centaurus Financial
California
$141K -$784K -11,248 -85%
US Bancorp
157
US Bancorp
Minnesota
$136K
PFA
158
Professional Financial Advisors
Nebraska
$135K +$2.66K +38 +2%
SIAP
159
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$125K
HIA
160
Harbor Investment Advisory
Maryland
$124K -$2.86K -41 -2%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$119K -$14.8K -213 -11%
TF
162
TimeScale Financial
Massachusetts
$108K -$36.6K -525 -25%
MWM
163
Mascoma Wealth Management
New Hampshire
$107K +$107K +1,527 New
GFPC
164
Global Financial Private Client
Florida
$98.1K
GIA
165
Goodwin Investment Advisory
Georgia
$98K +$6.98K +99 +8%
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$98K +$19.2K +275 +24%
SPIA
167
Steward Partners Investment Advisory
New York
$89K
LAS
168
Lloyd Advisory Services
Georgia
$84K +$2.24K +32 +3%
HWMA
169
Heritage Wealth Management (Arizona)
Arizona
$74K +$8.21K +118 +12%
CFA
170
Carroll Financial Associates
North Carolina
$63K
FFA
171
Freedman Financial Associates
Massachusetts
$62K +$62K +891 New
AA
172
Ancora Advisors
Ohio
$55K +$2.09K +30 +4%
COCM
173
Charter Oak Capital Management
New Hampshire
$42K +$281 +4 +0.7%
EWM
174
EPG Wealth Management
Georgia
$42K +$42K +600 New
RIM
175
Rockbridge Investment Management
New York
$40K +$10K +142 +33%