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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

177 hedge funds and large institutions have $231M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
68
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$20.2M
2
ACP
Aveo Capital Partners
Colorado
$2.35M
3
FAAM
First Ascent Asset Management
Colorado
$1.45M
4
Wells Fargo
Wells Fargo
California
$2.48M
5
SWM
Shakespeare Wealth Management
Wisconsin
$1.07M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$735K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.99M
3
PWAG
Polaris Wealth Advisory Group
California
$1.5M
4
VFP
Verus Financial Partners
Virginia
$0
5
CCFM
Clear Creek Financial Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.99M -$2.03M -34,930 -50%
RWM
27
Ritholtz Wealth Management
New York
$1.9M +$57K +983 +3%
SFG
28
StrategIQ Financial Group
Indiana
$1.9M -$23.9K -413 -1%
MFS
29
Madrona Financial Services
Washington
$1.84M +$108K +1,855 +6%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$1.79M -$6.38K -110 -0.4%
AAS
31
Annex Advisory Services
Wisconsin
$1.78M +$27.8K +479 +2%
Mariner
32
Mariner
Kansas
$1.78M -$49.3K -850 -3%
WCG
33
Weaver Consulting Group
California
$1.73M +$2.09K +36 +0.1%
Ameriprise
34
Ameriprise
Minnesota
$1.6M -$238K -3,288 -13%
PWAG
35
Polaris Wealth Advisory Group
California
$1.5M -$1.34M -22,790 -47%
FAAM
36
First Ascent Asset Management
Colorado
$1.45M +$1.45M +25,002 New
AWM
37
AE Wealth Management
Kansas
$1.4M +$148K +2,546 +12%
UBS Group
38
UBS Group
Switzerland
$1.33M +$480K +8,274 +56%
MWM
39
McNaughton Wealth Management
California
$1.31M -$563K -9,705 -30%
CPO
40
Cerity Partners OCIO
New York
$1.3M +$116K +2,005 +10%
AWA
41
ARQ Wealth Advisors
Arizona
$1.27M -$181K -3,117 -12%
EA
42
Efficient Advisors
Ohio
$1.23M -$33.2K -573 -3%
UCFA
43
United Capital Financial Advisors
Texas
$1.19M +$150K +2,587 +14%
CI
44
CX Institutional
Indiana
$1.17M +$111K +1,921 +11%
AWM
45
Avior Wealth Management
Nebraska
$1.13M -$96.5K -1,664 -8%
RCA
46
Rowland Carmichael Advisors
Arizona
$1.1M -$70.8K -1,220 -6%
SWM
47
Shakespeare Wealth Management
Wisconsin
$1.07M +$1.07M +18,497 New
BCM
48
Brookstone Capital Management
Illinois
$948K -$18.5K -319 -2%
SWP
49
Stratos Wealth Partners
Ohio
$933K -$451K -7,771 -33%
AF
50
Advisornet Financial
Minnesota
$902K -$85K -1,466 -9%
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