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iShares Core 80/20 Aggressive Allocation ETF

248 hedge funds and large institutions have $431M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 61 reducing their positions, and 18 closing their positions.

Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
98
Reduced
61
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$50.3M 691,417 +633,953 +1,103%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$28.3M 388,274 +14,403 +4%
UBS Group
3
UBS Group
Switzerland
$27.4M 375,613 +353,728 +1,616%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$27.2M 374,006 +5,057 +1%
AssetMark Inc
5
AssetMark Inc
California
$24.4M 335,679 -16,052 -5%
TC
6
Trilogy Capital
California
$18.1M 248,535 -1,285 -0.5%
Bank of America
7
Bank of America
North Carolina
$14.9M 205,049 +17,834 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11.3M 155,192 -22,341 -13%
LIA
9
LBMC Investment Advisors
Tennessee
$10.8M 148,468 +103,512 +230%
LPL Financial
10
LPL Financial
California
$9.35M 128,432 +16,835 +15%
RA
11
RiverTree Advisors
Florida
$8.79M 120,750 +53,778 +80%
PAMG
12
Patton Albertson Miller Group
Tennessee
$8.24M 113,197 +875 +0.8%
PAA
13
Peregrine Asset Advisers
Oregon
$7.36M 101,045 -1,002 -1%
CWA
14
Consilium Wealth Advisory
Texas
$6.66M 91,460 +91,460 New
NWM
15
Northwest Wealth Management
Iowa
$6.38M 87,592 +5,549 +7%
RFA
16
RTD Financial Advisors
Pennsylvania
$6.08M 83,455 +83,455 New
Morgan Stanley
17
Morgan Stanley
New York
$6.03M 82,809 +20,887 +34%
WA
18
Waverly Advisors
Alabama
$4.21M 60,818 +5,312 +10%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.18M 57,381 -13,040 -19%
ACP
20
Aveo Capital Partners
Colorado
$4.1M 56,268 +1,085 +2%
FHC
21
Fort Henry Capital
West Virginia
$4.03M 55,349 +573 +1%
AIP
22
Ahrens Investment Partners
Louisiana
$3.23M 44,309 -1,761 -4%
SFG
23
StrategIQ Financial Group
Indiana
$3.12M 42,779 +1,834 +4%
MFS
24
Madrona Financial Services
Washington
$2.99M 41,006 +3,360 +9%
RWM
25
Ritholtz Wealth Management
New York
$2.98M 40,885 +1,254 +3%