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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

218 hedge funds and large institutions have $302M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
218
Holders Change
-2
Holders Change %
-0.91%
% 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
18
Increased
106
Reduced
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSA
1
Marino Stram & Associates
Massachusetts
$2.74M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.6M
4
OMC
4
Old Mission Capital
Illinois
$1.5M
5
GM
5
GeoWealth Management
Illinois
$1.49M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.31M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
KAS
3
Kestra Advisory Services
Texas
$1.72M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
CF
5
Centaurus Financial
California
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$26.1M 373,871 +5,463 +1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25.8M 368,949 +15,481 +4%
AssetMark Inc
3
AssetMark Inc
California
$24.6M 351,731 +7,200 +2%
TC
4
Trilogy Capital
California
$17.4M 249,820 +1,492 +0.6%
Bank of America
5
Bank of America
North Carolina
$13.1M 187,215 +3,542 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.4M 177,533 +31,404 +21%
PAMG
7
Patton Albertson Miller Group
Tennessee
$7.84M 112,322 +364 +0.3%
LPL Financial
8
LPL Financial
California
$7.79M 111,597 +13,661 +14%
PAA
9
Peregrine Asset Advisers
Oregon
$7.12M 102,047 +22 +0%
NWM
10
Northwest Wealth Management
Iowa
$5.73M 82,043 +2,146 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.92M 70,421 +1,960 +3%
RA
12
RiverTree Advisors
Florida
$4.68M 66,972 -685 -1%
Morgan Stanley
13
Morgan Stanley
New York
$4.32M 61,922 +3,046 +5%
WA
14
Waverly Advisors
Alabama
$4.06M 55,506 -3,727 -6%
Wells Fargo
15
Wells Fargo
California
$4.01M 57,464 -6,406 -10%
ACP
16
Aveo Capital Partners
Colorado
$3.85M 55,183 -139 -0.3%
FHC
17
Fort Henry Capital
West Virginia
$3.82M 54,776 -3,696 -6%
AIP
18
Ahrens Investment Partners
Louisiana
$3.22M 46,070 +7 +0%
FAAM
19
First Ascent Asset Management
Colorado
$3.08M 44,144 +11,444 +35%
SFG
20
StrategIQ Financial Group
Indiana
$2.86M 40,945 +867 +2%
RWM
21
Ritholtz Wealth Management
New York
$2.77M 39,631 +1,250 +3%
MSA
22
Marino Stram & Associates
Massachusetts
$2.74M 39,180 +39,180 New
CCM
23
Canal Capital Management
Virginia
$2.67M 38,293 -468 -1%
MFS
24
Madrona Financial Services
Washington
$2.63M 37,646 +1,188 +3%
Citadel Advisors
25
Citadel Advisors
Florida
$2.6M 37,278 +28,151 +308%
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