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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

189 hedge funds and large institutions have $244M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 78 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+34
Holders Change %
+21.94%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
48
Increased
78
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.57M
2
AWM
2
AE Wealth Management
Kansas
$2.84M
3
SS
3
Simplicity Solutions
Minnesota
$2.11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.76M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.18M

Top Sellers

1
Jane Street
1
Jane Street
New York
$635K
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$2.35M
3
Ameriprise
3
Ameriprise
Minnesota
$1.91M
4
RA
4
RFG Advisory
Alabama
$1.13M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Canal Capital Management
Virginia
$2.17M 37,484 +8,548 +30%
SS
27
Simplicity Solutions
Minnesota
$2.11M 36,422 +28,691 +371%
ACP
28
Aveo Capital Partners
Colorado
$2.01M 34,676 +4,317 +14%
MFS
29
Madrona Financial Services
Washington
$2M 34,412 -955 -3%
VWA
30
Visionary Wealth Advisors
Illinois
$1.96M 33,765 +33,765 New
Ameriprise
31
Ameriprise
Minnesota
$1.91M 32,997 -19,801 -38%
WCG
32
Weaver Consulting Group
California
$1.9M 34,643 +2,513 +8%
Mariner
33
Mariner
Kansas
$1.82M 31,354 -161 -0.5%
RWM
34
Ritholtz Wealth Management
New York
$1.68M 29,007 +4,759 +20%
SFG
35
StrategIQ Financial Group
Indiana
$1.62M 27,837 +1,977 +8%
SWP
36
Stratos Wealth Partners
Ohio
$1.58M 27,234 +1,070 +4%
CAMG
37
CWA Asset Management Group
Florida
$1.43M 24,683 -1,240 -5%
SWM
38
Shakespeare Wealth Management
Wisconsin
$1.36M 23,448 -383 -2%
AWM
39
Avior Wealth Management
Nebraska
$1.36M 23,433 -69 -0.3%
PFA
40
Professional Financial Advisors
Nebraska
$1.33M 22,837 +22,837 New
EA
41
Efficient Advisors
Ohio
$1.29M 22,200 +510 +2%
VFP
42
Verus Financial Partners
Virginia
$1.26M 21,758 +1,014 +5%
MWM
43
McNaughton Wealth Management
California
$1.2M 20,576 +20,576 New
RA
44
RFG Advisory
Alabama
$1.13M 19,526 -16,899 -46%
CWM
45
Cornerstone Wealth Management
Missouri
$1.13M 19,485 +910 +5%
Stifel Financial
46
Stifel Financial
Missouri
$1.1M 18,967 -8,990 -32%
UCFA
47
United Capital Financial Advisors
Texas
$1.09M 18,835 +363 +2%
CPO
48
Cerity Partners OCIO
New York
$1.04M 17,807 +1,609 +10%
RCA
49
Rowland Carmichael Advisors
Arizona
$968K 16,682 +2,183 +15%
AF
50
Advisornet Financial
Minnesota
$943K 16,255 -3,988 -20%
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