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iShares Core 80/20 Aggressive Allocation ETF

155 hedge funds and large institutions have $213M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
10
Increased
73
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
26
RFG Advisory
Alabama
$2M +$43.4K +790 +2%
MFS
27
Madrona Financial Services
Washington
$1.94M -$47.2K -860 -2%
MF
28
Madrona Funds
Washington
$1.94M +$1.94M +35,367 New
WCG
29
Weaver Consulting Group
California
$1.77M +$3.96K +72 +0.2%
Mariner
30
Mariner
Kansas
$1.73M +$147K +2,680 +9%
ACP
31
Aveo Capital Partners
Colorado
$1.72M +$52.2K +923 +3%
CCM
32
Canal Capital Management
Virginia
$1.59M -$98.3K -1,790 -6%
Stifel Financial
33
Stifel Financial
Missouri
$1.54M -$1.35M -24,658 -47%
SWP
34
Stratos Wealth Partners
Ohio
$1.44M -$62K -1,128 -4%
CAMG
35
CWA Asset Management Group
Florida
$1.42M +$196K +3,564 +16%
SFG
36
StrategIQ Financial Group
Indiana
$1.42M +$8.4K +153 +0.6%
RWM
37
Ritholtz Wealth Management
New York
$1.33M +$329K +5,995 +33%
SWM
38
Shakespeare Wealth Management
Wisconsin
$1.31M +$8.73K +159 +0.7%
AWM
39
Avior Wealth Management
Nebraska
$1.29M +$134K +2,435 +12%
EA
40
Efficient Advisors
Ohio
$1.19M +$49K +893 +4%
VFP
41
Verus Financial Partners
Virginia
$1.14M -$484K -8,813 -30%
AF
42
Advisornet Financial
Minnesota
$1.11M +$28.1K +511 +3%
CWM
43
Cornerstone Wealth Management
Missouri
$1.02M +$189K +3,448 +23%
UCFA
44
United Capital Financial Advisors
Texas
$1.01M -$34.9K -636 -3%
AWM
45
AE Wealth Management
Kansas
$1.01M +$224K +4,083 +28%
CPO
46
Cerity Partners OCIO
New York
$890K +$66.6K +1,213 +8%
FCA
47
FinTrust Capital Advisors
South Carolina
$851K -$22K -401 -3%
WPSG
48
Wealth & Pension Services Group
Georgia
$808K +$14.5K +264 +2%
RCA
49
Rowland Carmichael Advisors
Arizona
$796K +$85.5K +1,557 +12%
CWM
50
Circle Wealth Management
New Jersey
$780K +$91.6K +1,668 +13%