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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 %
ODG
176
O'Dell Group
Ohio
$40K +$40K +570 New
AWM
177
Activest Wealth Management
Florida
$35K
PA
178
Parallel Advisors
California
$34K +$14.8K +215 +77%
NFG
179
Next Financial Group
Texas
$30K
GWM
180
Geneos Wealth Management
Colorado
$30K
LCM
181
Logan Capital Management
Pennsylvania
$30K
OC
182
Oakworth Capital
Alabama
$29K
William Blair & Company
183
William Blair & Company
Illinois
$26K +$70 +1 +0.3%
APA
184
American Portfolios Advisors
New York
$24.9K
SCA
185
Stonebridge Capital Advisors
Minnesota
$24K -$24K -344 -50%
CFG
186
CKW Financial Group
Hawaii
$21K +$851 +12 +4%
LPWM
187
Lake Point Wealth Management
Texas
$19K +$974 +14 +5%
GRP
188
Global Retirement Partners
California
$16K +$6.6K +92 +70%
MIM
189
Macroview Investment Management
Maryland
$15K
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$15K
FWM
191
Focused Wealth Management
New York
$15K +$69 +1 +0.5%
SWM
192
Spire Wealth Management
Virginia
$14K +$68 +1 +0.5%
NSIM
193
North Star Investment Management
Illinois
$13K +$71 +1 +0.5%
GWMIA
194
Global Wealth Management Investment Advisory
Florida
$12K
CCM
195
Cribstone Capital Management
Maine
$11K +$71 +1 +0.6%
LIA
196
LBMC Investment Advisors
Tennessee
$10.4K -$24.2K -104,516 -70%
AWM
197
AllSquare Wealth Management
New York
$8K
VNA
198
Valley National Advisers
Pennsylvania
$7K
CWP
199
Concord Wealth Partners
Virginia
$7K +$4.84K +67 +223%
LWM
200
Liberty Wealth Management
California
$6K +$67 +1 +1%