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iShares Core 80/20 Aggressive Allocation ETF

150 hedge funds and large institutions have $363M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
37
Increased
56
Reduced
34
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
26
Waverly Advisors
Alabama
$1.83M +$252K +5,184 +16%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.73M +$273K +5,632 +19%
Ameriprise
28
Ameriprise
Minnesota
$1.62M +$239K +4,882 +17%
JCM
29
Janney Capital Management
Pennsylvania
$1.57M +$1.57M +32,282 New
ACS
30
Archford Capital Strategies
Illinois
$1.54M -$281K -5,785 -15%
SWP
31
Stratos Wealth Partners
Ohio
$1.52M -$272K -5,608 -15%
CCM
32
Canal Capital Management
Virginia
$1.46M +$76.6K +1,578 +6%
PWM
33
Patriot Wealth Management
Texas
$1.39M -$105K -2,170 -7%
CAN
34
Cetera Advisor Networks
California
$1.35M -$38.3K -788 -3%
ACP
35
Aveo Capital Partners
Colorado
$1.23M +$188K +3,863 +18%
SFG
36
StrategIQ Financial Group
Indiana
$1.15M +$34.5K +710 +3%
SWM
37
Shakespeare Wealth Management
Wisconsin
$1.11M -$30.4K -626 -3%
EA
38
Efficient Advisors
Ohio
$1.01M +$40.3K +830 +4%
AWM
39
Avior Wealth Management
Nebraska
$1.01M +$1.8K +37 +0.2%
CAMG
40
CWA Asset Management Group
Florida
$961K +$261K +5,375 +37%
JFA
41
JNBA Financial Advisors
Minnesota
$959K +$959K +19,748 New
GFPC
42
Global Financial Private Capital
Florida
$915K +$583K +11,136 +176%
CWM
43
Cornerstone Wealth Management
Missouri
$889K -$24.9M -513,002 -97%
UCFA
44
United Capital Financial Advisors
Texas
$833K +$133K +2,745 +19%
PAG
45
Private Advisor Group
New Jersey
$808K +$13.5K +279 +2%
LPT
46
Legacy Private Trust
Wisconsin
$789K -$453K -9,326 -36%
BCM
47
Brookstone Capital Management
Illinois
$740K -$315K -6,494 -30%
VFP
48
Verus Financial Partners
Virginia
$729K
CFG
49
Cooper Financial Group
California
$728K +$728K +14,997 New
RWM
50
Ritholtz Wealth Management
New York
$717K +$325K +6,698 +83%