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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.6M
2
Wells Fargo
2
Wells Fargo
California
$4.51M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$2.02M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$25M
5
CF
5
Clarity Financial
Texas
$871K

Top Sellers

1
MSA
1
Marino Stram & Associates
Massachusetts
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$645K
4
TC
4
Trilogy Capital
California
$17.7M
5
LIA
5
LBMC Investment Advisors
Tennessee
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$26M 368,408 -1,446 -0.4%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25M 353,468 +14,397 +4%
AssetMark Inc
3
AssetMark Inc
California
$24.3M 344,531 -1,884 -0.5%
TC
4
Trilogy Capital
California
$17.7M 248,328 -22,984 -8%
Bank of America
5
Bank of America
North Carolina
$13M 183,673 -4,818 -3%
LIA
6
LBMC Investment Advisors
Tennessee
$10.6M 149,472 -12,104 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.3M 146,129 +6,908 +5%
PAMG
8
Patton Albertson Miller Group
Tennessee
$7.91M 111,958 +897 +0.8%
PAA
9
Peregrine Asset Advisers
Oregon
$7.21M 102,025 +1,149 +1%
LPL Financial
10
LPL Financial
California
$6.92M 97,936 +298 +0.3%
NWM
11
Northwest Wealth Management
Iowa
$5.65M 79,897 -768 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.84M 68,461 +7,903 +13%
RA
13
RiverTree Advisors
Florida
$4.78M 67,657 -1,048 -2%
Wells Fargo
14
Wells Fargo
California
$4.51M 63,870 +22,788 +55%
WA
15
Waverly Advisors
Alabama
$4.25M 59,233 +620 +1%
Morgan Stanley
16
Morgan Stanley
New York
$4.16M 58,876 -11,791 -17%
FHC
17
Fort Henry Capital
West Virginia
$4.13M 58,472 +1,071 +2%
ACP
18
Aveo Capital Partners
Colorado
$3.91M 55,322 +3,980 +8%
Jane Street
19
Jane Street
New York
$3.6M 50,913 +38,486 +310%
AIP
20
Ahrens Investment Partners
Louisiana
$3.25M 46,063 -648 -1%
KAS
21
Kestra Advisory Services
Texas
$2.89M 40,910 +1,241 +3%
SFG
22
StrategIQ Financial Group
Indiana
$2.83M 40,078 +3,160 +9%
CCM
23
Canal Capital Management
Virginia
$2.74M 38,761 +1,134 +3%
RWM
24
Ritholtz Wealth Management
New York
$2.71M 38,381 +3,479 +10%
AAS
25
Annex Advisory Services
Wisconsin
$2.59M 36,670 +1,877 +5%
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