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iShares Core 80/20 Aggressive Allocation ETF

220 hedge funds and large institutions have $311M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
106
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
176
Stonebridge Capital Advisors
Minnesota
$47K +$23.5K +344 +100%
AWA
177
Arkadios Wealth Advisors
Georgia
$42K
COCM
178
Charter Oak Capital Management
New Hampshire
$42K +$3.04K +43 +8%
AWM
179
Activest Wealth Management
Florida
$35K
LCM
180
Logan Capital Management
Pennsylvania
$31K
NFG
181
Next Financial Group
Texas
$31K +$5.16K +72 +20%
GWM
182
Geneos Wealth Management
Colorado
$30K -$332K -4,775 -92%
JAWM
183
J. Arnold Wealth Management
Ohio
$30K
RIM
184
Rockbridge Investment Management
New York
$30K
OC
185
Oakworth Capital
Alabama
$30K
SB
186
Strategic Blueprint
Georgia
$29K +$29K +416 New
William Blair & Company
187
William Blair & Company
Illinois
$26K +$71 +1 +0.3%
APA
188
American Portfolios Advisors
New York
$25.2K +$1.55K +22 +7%
PA
189
Parallel Advisors
California
$20K
CFG
190
CKW Financial Group
Hawaii
$20K +$352 +5 +2%
LPWM
191
Lake Point Wealth Management
Texas
$18K +$18K +259 New
MIM
192
Macroview Investment Management
Maryland
$16K
FWM
193
Focused Wealth Management
New York
$15K
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$15K
SWM
195
Spire Wealth Management
Virginia
$14K
GWMIA
196
Global Wealth Management Investment Advisory
Florida
$13K -$2.34K -32 -15%
NSIM
197
North Star Investment Management
Illinois
$13K +$71 +1 +0.6%
PWP
198
Personal Wealth Partners
Minnesota
$12K +$12K +164 New
CCM
199
Cribstone Capital Management
Maine
$11K +$994 +14 +10%
HS
200
Horan Securities
United States
$9K