AOA icon

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 %
MWM
151
Mission Wealth Management
California
$297K
FWM
152
Frontier Wealth Management
Missouri
$284K +$284K +4,235 New
SF
153
SBK Financial
Virginia
$279K
SWA
154
Sax Wealth Advisors
New Jersey
$277K +$277K +4,019 New
FPAS
155
Focus Partners Advisor Solutions
Missouri
$271K +$271K +3,928 New
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$269K +$22.1K +320 +9%
SFWC
157
Strategic Family Wealth Counselors
New Jersey
$264K
BWM
158
BCGM Wealth Management
Indiana
$262K +$262K +4,089 New
OIA
159
OneDigital Investment Advisors
Kansas
$255K +$12.4K +180 +5%
FFG
160
Fullen Financial Group
Ohio
$255K +$255K +3,695 New
AIA
161
Arbor Investment Advisors
North Carolina
$254K +$254K +3,690 New
MML Investors Services
162
MML Investors Services
Massachusetts
$249K -$289K -4,194 -54%
MOS
163
MGO One Seven
Ohio
$244K +$8.75K +127 +4%
Lido Advisors
164
Lido Advisors
California
$242K -$24K -348 -9%
SFA
165
Source Financial Advisors
New York
$242K +$242K +3,506 New
MWM
166
McNaughton Wealth Management
California
$240K -$1.17K -17 -0.5%
WSTAM
167
Wilbanks Smith & Thomas Asset Management
Virginia
$235K +$235K +3,658 New
BOPW
168
Brandywine Oak Private Wealth
Pennsylvania
$233K +$19.6K +284 +9%
CCM
169
Coldstream Capital Management
Washington
$233K +$23.2K +336 +11%
KWM
170
Kingsview Wealth Management
Oregon
$233K +$6.34K +92 +3%
AAP
171
Arax Advisory Partners
Colorado
$231K +$28.3K +411 +14%
Truist Financial
172
Truist Financial
North Carolina
$228K -$35.6K -515 -13%
GMA
173
Goldstein Munger & Associates
California
$223K
SIG
174
Spinnaker Investment Group
California
$222K -$63.3K -903 -22%
SG
175
Strid Group
Pennsylvania
$220K