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iShares Core 80/20 Aggressive Allocation ETF

172 hedge funds and large institutions have $222M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
23
Increased
72
Reduced
50
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
26
McNaughton Wealth Management
California
$1.77M -$179K -3,270 -9%
RWM
27
Ritholtz Wealth Management
New York
$1.75M +$28.5K +520 +2%
Mariner
28
Mariner
Kansas
$1.73M +$19.5K +355 +1%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$1.7M -$344K -6,267 -17%
AAS
30
Annex Advisory Services
Wisconsin
$1.66M +$72.1K +1,314 +5%
WCG
31
Weaver Consulting Group
California
$1.64M -$23.6K -431 -1%
MFS
32
Madrona Financial Services
Washington
$1.64M -$45.8K -834 -3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.56M +$706K +12,844 +82%
Citadel Advisors
34
Citadel Advisors
Florida
$1.49M +$80.9K +1,474 +6%
Ameriprise
35
Ameriprise
Minnesota
$1.39M -$121K -2,207 -8%
AWA
36
ARQ Wealth Advisors
Arizona
$1.38M -$34K -620 -2%
Wells Fargo
37
Wells Fargo
California
$1.32M -$16.9M -307,482 -93%
SWP
38
Stratos Wealth Partners
Ohio
$1.31M -$60.4K -1,101 -4%
FAIM
39
Financial Advocates Investment Management
Washington
$1.2M +$860K +13,209 +254%
EA
40
Efficient Advisors
Ohio
$1.2M +$439 +8 +0%
AWM
41
AE Wealth Management
Kansas
$1.19M -$37.3K -680 -3%
AWM
42
Avior Wealth Management
Nebraska
$1.16M -$100K -1,830 -8%
VFP
43
Verus Financial Partners
Virginia
$1.15M -$68.9K -1,255 -6%
CPO
44
Cerity Partners OCIO
New York
$1.12M +$82.6K +1,505 +8%
RCA
45
Rowland Carmichael Advisors
Arizona
$1.11M +$7.08K +129 +0.6%
CCFM
46
Clear Creek Financial Management
Washington
$1.03M +$66.6K +1,214 +7%
NAS
47
Nicolet Advisory Services
Wisconsin
$1M +$70.5K +1,285 +8%
CI
48
CX Institutional
Indiana
$997K +$16K +291 +2%
UCFA
49
United Capital Financial Advisors
Texas
$981K -$66.6K -1,213 -6%
AF
50
Advisornet Financial
Minnesota
$934K +$71.1K +1,296 +8%