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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 %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$178K +$178K +2,448 New
Fidelity Investments
177
Fidelity Investments
Massachusetts
$173K -$28.2K -387 -14%
BHWM
178
Bay Harbor Wealth Management
Maryland
$166K +$419 +6 +0.3%
CF
179
Centaurus Financial
California
$153K +$5.19K +71 +4%
LFG
180
Leverty Financial Group
Wisconsin
$148K +$148K +2,036 New
FFA
181
Founders Financial Alliance
North Carolina
$144K -$22.6K -310 -14%
US Bancorp
182
US Bancorp
Minnesota
$142K
PFA
183
Professional Financial Advisors
Nebraska
$142K +$1.31K +18 +0.9%
TF
184
TimeScale Financial
Massachusetts
$140K +$27.1K +372 +24%
HIA
185
Harbor Investment Advisory
Maryland
$135K +$5.6K +77 +4%
MWM
186
Mascoma Wealth Management
New Hampshire
$131K +$19.6K +269 +18%
JPMorgan Chase & Co
187
JPMorgan Chase & Co
New York
$126K +$23.7K +326 +23%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$125K +$800 +11 +0.6%
CA
189
CoreCap Advisors
Michigan
$109K +$109K +1,492 New
GFPC
190
Global Financial Private Client
Florida
$102K
SPIA
191
Steward Partners Investment Advisory
New York
$92K
SIAP
192
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$90K -$34.4K -300 -28%
LAS
193
Lloyd Advisory Services
Georgia
$89K +$1.24K +17 +1%
GIA
194
Goodwin Investment Advisory
Georgia
$75K -$25.2K -350 -25%
CWP
195
Concord Wealth Partners
Virginia
$75K +$68K +938 +967%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$71K +$65.1K +890 +1,099%
CWM
197
CarsonAllaria Wealth Management
Illinois
$71K +$71K +974 New
HNWAG
198
High Net Worth Advisory Group
Florida
$70K +$70K +963 New
FFA
199
Freedman Financial Associates
Massachusetts
$65K
LC
200
Lindbrook Capital
California
$60K +$60K +820 New