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iShares Core 80/20 Aggressive Allocation ETF

222 hedge funds and large institutions have $291M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
222
Holders Change
+16
Holders Change %
+7.77%
% of All Funds
3.91%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
78
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$24.8M 369,854 +369,854 New
AssetMark Inc
2
AssetMark Inc
California
$23.2M 346,415 -1,769 -0.5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$22.7M 339,071 +8,395 +3%
TC
4
Trilogy Capital
California
$18.2M 271,312 -21,086 -7%
Bank of America
5
Bank of America
North Carolina
$12.6M 188,491 -431,871 -70%
LIA
6
LBMC Investment Advisors
Tennessee
$10.8M 161,576 +895 +0.6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.32M 139,221 -12,034 -8%
PAMG
8
Patton Albertson Miller Group
Tennessee
$7.43M 111,061 +6,639 +6%
PAA
9
Peregrine Asset Advisers
Oregon
$6.75M 100,876 -552 -0.5%
LPL Financial
10
LPL Financial
California
$6.54M 97,638 -11,116 -10%
NWM
11
Northwest Wealth Management
Iowa
$5.4M 80,665 +5,165 +7%
Morgan Stanley
12
Morgan Stanley
New York
$4.73M 70,667 -5,113 -7%
RA
13
RiverTree Advisors
Florida
$4.6M 68,705 +68,705 New
WA
14
Waverly Advisors
Alabama
$4.06M 58,613 +2,402 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.06M 60,558 +17,448 +40%
FHC
16
Fort Henry Capital
West Virginia
$3.84M 57,401 -1,887 -3%
ACP
17
Aveo Capital Partners
Colorado
$3.44M 51,342 +51,342 New
AIP
18
Ahrens Investment Partners
Louisiana
$3.13M 46,711 +175 +0.4%
Wells Fargo
19
Wells Fargo
California
$2.75M 41,082 -37,637 -48%
MSA
20
Marino Stram & Associates
Massachusetts
$2.67M 39,821 +357 +0.9%
KAS
21
Kestra Advisory Services
Texas
$2.66M 39,669 -14,292 -26%
CCM
22
Canal Capital Management
Virginia
$2.52M 37,627 -1,347 -3%
SW
23
SteelPeak Wealth
California
$2.5M 37,300 -1,891 -5%
ACS
24
Archford Capital Strategies
Illinois
$2.49M 35,962 -1,868 -5%
SFG
25
StrategIQ Financial Group
Indiana
$2.47M 36,918 +2,657 +8%