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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 %
GRP
201
Global Retirement Partners
California
$9K +$8.59K +125 +2,083%
AWM
202
AllSquare Wealth Management
New York
$8K
PWS
203
Paragon Wealth Strategies
Florida
$8K +$8K +112 New
VNA
204
Valley National Advisers
Pennsylvania
$7K
LWM
205
Liberty Wealth Management
California
$6K +$6K +88 New
APC
206
Aspire Private Capital
North Carolina
$5K
IHWM
207
Iron Horse Wealth Management
Iowa
$5K
IF
208
Ironwood Financial
Arizona
$4K
PGAM
209
Princeton Global Asset Management
New Jersey
$4K
CWC
210
Carolinas Wealth Consulting
North Carolina
$4K
AIP
211
Ameritas Investment Partners
Nebraska
$3K
ME
212
McIlrath & Eck
Washington
$3K
WWM
213
Wolff Wiese Magana
California
$3K
EFSCE
214
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$47.7K -668 -96%
CWP
215
Concord Wealth Partners
Virginia
$2K +$2K +30 New
MA
216
Montag & Associates
Georgia
$1K
TFGT
217
TS Financial Group (TSFG)
Illinois
$1K
CFD
218
Creative Financial Designs
Indiana
$1K +$1K +16 New
MSA
219
Marino Stram & Associates
Massachusetts
-$2.67M -39,821 Closed
AWA
220
ARQ Wealth Advisors
Arizona
-$1.82M -27,113 Closed
MHS
221
M Holdings Securities
Oregon
-$390K -5,825 Closed
CSIA
222
Charles Schwab Investment Advisory
California
-$269K -4,021 Closed
SCM
223
Southport Capital Management
Tennessee
-$216K -3,228 Closed
MML Investors Services
224
MML Investors Services
Massachusetts
-$209K -3,122 Closed
WAM
225
WNY Asset Management
New York
-$200K -2,904 Closed