We are live on ! Find out more
AOA icon

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

83% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 58

7% more capital invested

Capital invested by funds: $291M → $311M (+$20.5M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

0.66% less ownership

Funds ownership: 22.31%21.65% (-0.66%)

1% less funds holding

Funds holding: 222220 (-2)

Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.83%
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
Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$26M -$101K -1,446 -0.4%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25M +$1M +14,397 +4%
AssetMark Inc
3
AssetMark Inc
California
$24.3M -$131K -1,884 -0.5%
TC
4
Trilogy Capital
California
$17.7M -$1.6M -22,984 -8%
Bank of America
5
Bank of America
North Carolina
$13M -$335K -4,818 -3%
LIA
6
LBMC Investment Advisors
Tennessee
$10.6M -$842K -12,104 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.3M +$480K +6,908 +5%
PAMG
8
Patton Albertson Miller Group
Tennessee
$7.91M +$62.4K +897 +0.8%
PAA
9
Peregrine Asset Advisers
Oregon
$7.21M +$79.9K +1,149 +1%
LPL Financial
10
LPL Financial
California
$6.92M +$20.7K +298 +0.3%
NWM
11
Northwest Wealth Management
Iowa
$5.64M -$53.4K -768 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.84M +$550K +7,903 +13%
RA
13
RiverTree Advisors
Florida
$4.78M -$72.9K -1,048 -2%
Wells Fargo
14
Wells Fargo
California
$4.51M +$1.59M +22,788 +55%
WA
15
Waverly Advisors
Alabama
$4.25M +$43.1K +620 +1%
Morgan Stanley
16
Morgan Stanley
New York
$4.16M -$820K -11,791 -17%
FHC
17
Fort Henry Capital
West Virginia
$4.13M +$74.5K +1,071 +2%
ACP
18
Aveo Capital Partners
Colorado
$3.91M +$277K +3,980 +8%
Jane Street
19
Jane Street
New York
$3.6M +$2.68M +38,486 +310%
AIP
20
Ahrens Investment Partners
Louisiana
$3.25M -$45.1K -648 -1%
KAS
21
Kestra Advisory Services
Texas
$2.89M +$86.3K +1,241 +3%
SFG
22
StrategIQ Financial Group
Indiana
$2.83M +$220K +3,160 +9%
CCM
23
Canal Capital Management
Virginia
$2.74M +$78.9K +1,134 +3%
RWM
24
Ritholtz Wealth Management
New York
$2.71M +$242K +3,479 +10%
AAS
25
Annex Advisory Services
Wisconsin
$2.59M +$131K +1,877 +5%