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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 %
SWA
151
Sightline Wealth Advisors
Connecticut
$252K -$98.1K -1,342 -28%
MWM
152
McNaughton Wealth Management
California
$252K -$7.55K -105 -3%
VWM
153
Vigilare Wealth Management
Arizona
$249K -$32.8K -450 -12%
MOS
154
MGO One Seven
Ohio
$249K +$13.3K +183 +6%
ACP
155
Arcus Capital Partners
Georgia
$248K +$248K +3,407 New
KWM
156
Kingsview Wealth Management
Oregon
$239K +$239K +3,287 New
GMA
157
Goldstein Munger & Associates
California
$236K
SG
158
Strid Group
Pennsylvania
$232K
BOPW
159
Brandywine Oak Private Wealth
Pennsylvania
$225K -$47.7K -657 -18%
PCG
160
Private Capital Group
Connecticut
$223K +$73 +1 +0%
CCM
161
Coldstream Capital Management
Washington
$221K +$221K +3,039 New
FAIM
162
Financial Advocates Investment Management
Washington
$218K -$6.92K -95 -3%
STA
163
Summit Trail Advisors
New York
$218K
AAP
164
Arax Advisory Partners
Colorado
$214K +$50K +687 +31%
HHGA
165
Halbert Hargrove Global Advisors
California
$214K +$214K +2,944 New
JCM
166
Jacobsen Capital Management
Utah
$212K -$55.7K -764 -21%
CPIG
167
Chicago Partners Investment Group
Illinois
$211K +$552 +8 +0.3%
EIG
168
Ellenbecker Investment Group
Wisconsin
$210K +$210K +2,892 New
RIA
169
Realta Investment Advisors
Delaware
$209K +$654 +9 +0.3%
SFP
170
Sweet Financial Partners
Minnesota
$206K +$206K +2,825 New
AWM
171
Aprio Wealth Management
Georgia
$205K +$205K +2,820 New
CFA
172
Carroll Financial Associates
North Carolina
$204K +$138K +1,891 +209%
KOC
173
Koss-Olinger Consulting
Florida
$202K +$202K +2,774 New
AWA
174
Aquire Wealth Advisors
Utah
$202K +$202K +2,777 New
S
175
SignatureFD
Georgia
$184K +$1.82K +25 +1%