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iShares Core 80/20 Aggressive Allocation ETF

248 hedge funds and large institutions have $332M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 34 closing their positions.

Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
110
Reduced
77
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$30.5M 509,283 +371,754 +270%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$23.6M 393,411 +11,065 +3%
Stifel Financial
3
Stifel Financial
Missouri
$22.7M 379,312 +352,841 +1,333%
AssetMark Inc
4
AssetMark Inc
California
$22M 366,851 +16,395 +5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$21.2M 354,685 -23,591 -6%
Bank of America
6
Bank of America
North Carolina
$10.8M 181,008 +6,473 +4%
LIA
7
LBMC Investment Advisors
Tennessee
$8.89M 148,353 -677 -0.5%
LPL Financial
8
LPL Financial
California
$7.74M 129,264 +6,586 +5%
RJA
9
Raymond James & Associates
Florida
$7.18M 119,811 +96,646 +417%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.98M 116,555 -1,402 -1%
PAMG
11
Patton Albertson Miller Group
Tennessee
$6.79M 113,344 +1,109 +1%
RFA
12
RTD Financial Advisors
Pennsylvania
$5.25M 87,733 +1,436 +2%
NWM
13
Northwest Wealth Management
Iowa
$5.16M 86,099 -964 -1%
Morgan Stanley
14
Morgan Stanley
New York
$4.88M 81,533 +6,328 +8%
WA
15
Waverly Advisors
Alabama
$4.21M 70,347 +6,630 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.74M 62,331 +4,794 +8%
Legacy Financial Group (Iowa)
17
Legacy Financial Group (Iowa)
Iowa
$3.41M 56,917 +10,404 +22%
ACP
18
Aveo Capital Partners
Colorado
$3.29M 54,988 -3,727 -6%
AT
19
Arden Trust
Delaware
$2.99M 49,937 +49,937 New
Franklin Resources
20
Franklin Resources
California
$2.99M 49,937 +49,937 New
FHC
21
Fort Henry Capital
West Virginia
$2.93M 48,896 -965 -2%
FAAM
22
First Ascent Asset Management
Colorado
$2.92M 48,811 +7,997 +20%
CWA
23
Consilium Wealth Advisory
Texas
$2.84M 47,414 -36,717 -44%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.64M 44,065 +44,065 New
SFG
25
StrategIQ Financial Group
Indiana
$2.61M 43,499 -2,506 -5%