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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 %
AA
176
Ancora Advisors
Ohio
$51K 758 +758 New
VFA
177
Valeo Financial Advisors
Indiana
$49K 731
EFSCE
178
Enterprise Financial Services Corp (EFSC)
Missouri
$47K 696 +24 +4%
AWA
179
Arkadios Wealth Advisors
Georgia
$40K 600
TFS
180
TrustCore Financial Services
Tennessee
$39K 587 +587 New
COCM
181
Charter Oak Capital Management
New Hampshire
$37K 551 +62 +13%
AWM
182
Activest Wealth Management
Florida
$33K 499 +499 New
RIM
183
Rockbridge Investment Management
New York
$29K 426 +1 +0.2%
LCM
184
Logan Capital Management
Pennsylvania
$29K 432 +432 New
JAWM
185
J. Arnold Wealth Management
Ohio
$28K 424 -4,186 -91%
OC
186
Oakworth Capital
Alabama
$28K 420 -338 -45%
William Blair & Company
187
William Blair & Company
Illinois
$25K 367 +100 +37%
NFG
188
Next Financial Group
Texas
$24K 361
AIC
189
Ameritas Investment Company
Nebraska
$23.5K 351 +351 New
SCA
190
Stonebridge Capital Advisors
Minnesota
$23K 344 +344 New
APA
191
American Portfolios Advisors
New York
$22.4K 335
PA
192
Parallel Advisors
California
$19K 278 -9 -3%
CFG
193
CKW Financial Group
Hawaii
$19K 279 +14 +5%
MIM
194
Macroview Investment Management
Maryland
$15K 220 -99 -31%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$14K 215
FWM
196
Focused Wealth Management
New York
$14K 216
GWMIA
197
Global Wealth Management Investment Advisory
Florida
$14K 210 +32 +18%
SWM
198
Spire Wealth Management
Virginia
$14K 204 +204 New
NSIM
199
North Star Investment Management
Illinois
$12K 181
CCM
200
Cribstone Capital Management
Maine
$9K 141