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iShares Core 80/20 Aggressive Allocation ETF

262 hedge funds and large institutions have $350M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
262
Holders Change
+14
Holders Change %
+5.65%
% of All Funds
4.15%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
39
Increased
103
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$26.4M 382,346 -5,928 -2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.1M 378,276 +4,270 +1%
AssetMark Inc
3
AssetMark Inc
California
$24.2M 350,456 +14,777 +4%
Bank of America
4
Bank of America
North Carolina
$12M 174,535 -30,514 -15%
SFP
5
Sweet Financial Partners
Minnesota
$12M 173,692 +170,867 +6,048%
FA
6
FDx Advisors
Illinois
$12M 173,430 +173,430 New
LIA
7
LBMC Investment Advisors
Tennessee
$10.3M 149,030 +562 +0.4%
Wells Fargo
8
Wells Fargo
California
$9.48M 137,529 -553,888 -80%
LPL Financial
9
LPL Financial
California
$8.46M 122,678 -5,754 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.13M 117,957 -37,235 -24%
PAMG
11
Patton Albertson Miller Group
Tennessee
$7.74M 112,235 -962 -0.8%
NWM
12
Northwest Wealth Management
Iowa
$6M 87,063 -529 -0.6%
RFA
13
RTD Financial Advisors
Pennsylvania
$5.95M 86,297 +2,842 +3%
CWA
14
Consilium Wealth Advisory
Texas
$5.8M 84,131 -7,329 -8%
Morgan Stanley
15
Morgan Stanley
New York
$5.19M 75,205 -7,604 -9%
WA
16
Waverly Advisors
Alabama
$4.39M 63,717 +2,899 +5%
UBS Group
17
UBS Group
Switzerland
$4.22M 61,225 -314,388 -84%
ACP
18
Aveo Capital Partners
Colorado
$4.05M 58,715 +2,447 +4%
FHC
19
Fort Henry Capital
West Virginia
$3.44M 49,861 -5,488 -10%
Legacy Financial Group (Iowa)
20
Legacy Financial Group (Iowa)
Iowa
$3.21M 46,513 +14,662 +46%
SFG
21
StrategIQ Financial Group
Indiana
$3.17M 46,005 +3,226 +8%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.16M 57,537 +156 +0.3%
RWM
23
Ritholtz Wealth Management
New York
$2.9M 41,999 +1,114 +3%
AIP
24
Ahrens Investment Partners
Louisiana
$2.88M 41,719 -2,590 -6%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$2.86M 41,490 +14,853 +56%