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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

206 hedge funds and large institutions have $278M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+29
Holders Change %
+16.38%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
44
Increased
91
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$18.8M
2
Wells Fargo
2
Wells Fargo
California
$5.05M
3
Bank of America
3
Bank of America
North Carolina
$39.8M
4
VFP
4
Verus Financial Partners
Virginia
$1.34M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.14M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
ACP
2
Aveo Capital Partners
Colorado
$0
3
Jane Street
3
Jane Street
New York
$1.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.54M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
Ritholtz Wealth Management
New York
$2.12M +$11.2K +175 +0.5%
AAS
27
Annex Advisory Services
Wisconsin
$2.08M +$106K +1,656 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.03M -$177K -2,758 -8%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$1.98M -$642 -10 -0%
WCG
30
Weaver Consulting Group
California
$1.97M +$57.4K +895 +3%
AWM
31
AE Wealth Management
Kansas
$1.93M +$372K +5,798 +24%
FAAM
32
First Ascent Asset Management
Colorado
$1.68M +$76.6K +1,193 +5%
PWAG
33
Polaris Wealth Advisory Group
California
$1.62M -$61.6K -938 -4%
AWA
34
ARQ Wealth Advisors
Arizona
$1.62M +$209K +3,260 +15%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.54M -$919K -14,319 -37%
UBS Group
36
UBS Group
Switzerland
$1.47M +$2.31K +36 +0.2%
CI
37
CX Institutional
Indiana
$1.46M +$168K +2,625 +13%
CPO
38
Cerity Partners OCIO
New York
$1.42M -$15.7K -244 -1%
MWM
39
McNaughton Wealth Management
California
$1.39M -$65.4K -1,019 -5%
EA
40
Efficient Advisors
Ohio
$1.35M -$8.09K -126 -0.6%
VFP
41
Verus Financial Partners
Virginia
$1.34M +$1.34M +20,804 New
SS
42
Simplicity Solutions
Minnesota
$1.3M +$324K +5,048 +33%
Jane Street
43
Jane Street
New York
$1.26M -$1.83M -28,573 -59%
Mariner
44
Mariner
Kansas
$1.24M -$724K -11,287 -37%
GFG
45
Greystone Financial Group
Michigan
$1.24M +$1.24M +18,561 New
Ameriprise
46
Ameriprise
Minnesota
$1.21M -$229K -3,504 -16%
RCA
47
Rowland Carmichael Advisors
Arizona
$1.2M -$24K -374 -2%
BCM
48
Brookstone Capital Management
Illinois
$1.17M +$118K +1,843 +11%
AWM
49
Avior Wealth Management
Nebraska
$1.05M -$204K -3,184 -16%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.04M +$290K +4,523 +39%
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