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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 %
COCM
201
Charter Oak Capital Management
New Hampshire
$59K +$15.5K +213 +36%
BWS
202
BCR Wealth Strategies
Alabama
$58K +$58K +801 New
AA
203
Ancora Advisors
Ohio
$57K
CFG
204
CKW Financial Group
Hawaii
$50K +$27.7K +369 +125%
EWM
205
EPG Wealth Management
Georgia
$44K
SCA
206
Stonebridge Capital Advisors
Minnesota
$44K +$19.1K +265 +77%
ODG
207
O'Dell Group
Ohio
$42K +$438 +6 +1%
RIM
208
Rockbridge Investment Management
New York
$41K
SFM
209
Signet Financial Management
New Jersey
$41K +$41K +560 New
CWS
210
Confluence Wealth Services
Pennsylvania
$40K +$40K +553 New
AWM
211
Activest Wealth Management
Florida
$36K
GWM
212
Geneos Wealth Management
Colorado
$31K
OC
213
Oakworth Capital
Alabama
$31K
LCM
214
Logan Capital Management
Pennsylvania
$31K
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$29K +$29K +400 New
CI
216
Carroll Investors
South Carolina
$29K +$29K +401 New
NFG
217
Next Financial Group
Texas
$27K -$5.12K -69 -16%
William Blair & Company
218
William Blair & Company
Illinois
$27K +$218 +3 +0.8%
LPWM
219
Lake Point Wealth Management
Texas
$26K +$6.01K +82 +30%
LPP
220
Life Planning Partners
Florida
$25K +$25K +340 New
SJIA
221
St. James Investment Advisors
New York
$25K +$25K +350 New
PA
222
Parallel Advisors
California
$16K -$19.2K -269 -55%
PFGIA
223
Patriot Financial Group Insurance Agency
Massachusetts
$16K
MIM
224
Macroview Investment Management
Maryland
$16K
TWC
225
TD Waterhouse Canada
Ontario, Canada
$15.6K +$15.6K +214 New