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iShares Core 80/20 Aggressive Allocation ETF

262 hedge funds and large institutions have $350M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+14
Holders Change %
+5.65%
% of All Funds
4.15%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
39
Increased
103
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LAS
201
Lloyd Advisory Services
Georgia
$99K +$14.9K +215 +18%
GFPC
202
Global Financial Private Client
Florida
$97K
SIAP
203
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$83K -$1.07K -10 -1%
GIA
204
Goodwin Investment Advisory
Georgia
$80K +$6.04K +85 +8%
CWP
205
Concord Wealth Partners
Virginia
$72K +$208 +3 +0.3%
CWM
206
CarsonAllaria Wealth Management
Illinois
$68K +$691 +10 +1%
COCM
207
Charter Oak Capital Management
New Hampshire
$67K +$11.2K +162 +20%
HNWAG
208
High Net Worth Advisory Group
Florida
$66K
LPP
209
Life Planning Partners
Florida
$64K +$40.8K +596 +175%
FFA
210
Freedman Financial Associates
Massachusetts
$62K
LC
211
Lindbrook Capital
California
$57K
BWS
212
BCR Wealth Strategies
Alabama
$57K +$1.39K +20 +2%
MCC
213
Money Concepts Capital
Florida
$53K +$53K +767 New
CFG
214
CKW Financial Group
Hawaii
$50K +$4.08K +59 +9%
William Blair & Company
215
William Blair & Company
Illinois
$43K +$17.4K +253 +68%
SCA
216
Stonebridge Capital Advisors
Minnesota
$42K
ODG
217
O'Dell Group
Ohio
$40K
RIM
218
Rockbridge Investment Management
New York
$39.6K +$277 +4 +0.7%
AWM
219
Activest Wealth Management
Florida
$34K
CI
220
Carroll Investors
South Carolina
$31K +$3.56K +52 +13%
LCM
221
Logan Capital Management
Pennsylvania
$30K
OC
222
Oakworth Capital
Alabama
$29K
GWM
223
Geneos Wealth Management
Colorado
$28K -$1.43K -21 -5%
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$27K -$835 -12 -3%
MIM
225
Macroview Investment Management
Maryland
$26K +$10.7K +155 +70%