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iShares Core 80/20 Aggressive Allocation ETF

92 hedge funds and large institutions have $180M invested in iShares Core 80/20 Aggressive Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
42
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
51
SII Investments
Wisconsin
$350K -$11.3K -240 -3%
SBL
52
Sargent Bickham Lagudis
Colorado
$336K
RA
53
RFG Advisory
Alabama
$335K
GC
54
Gilbert & Cook
Iowa
$328K +$328K +6,947 New
JWA
55
JFS Wealth Advisors
Pennsylvania
$326K -$3.64K -77 -1%
CPO
56
Cerity Partners OCIO
New York
$325K +$426 +9 +0.1%
VFA
57
Voya Financial Advisors
Connecticut
$325K +$69.4K +1,468 +27%
VWA
58
V Wealth Advisors
Kansas
$297K +$3.59K +76 +1%
VFP
59
Verus Financial Partners
Virginia
$257K +$15.3K +324 +6%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$248K +$248K +5,255 New
BCM
61
Brookstone Capital Management
Illinois
$225K +$225K +4,771 New
SG
62
Strid Group
Pennsylvania
$221K +$48 +1 +0%
OAJ
63
Ogorek Anthony Joseph
New York
$201K
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$189K -$66.2K -1,400 -26%
RCG
65
Ruggie Capital Group
Florida
$138K -$305K -6,466 -69%
TFO
66
Tarbox Family Office
California
$120K +$6.95K +147 +6%
SIG
67
Stanford Investment Group
California
$113K +$330 +7 +0.3%
SIAP
68
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$86K +$86K +800 New
IIC
69
Integrated Investment Consultants
Michigan
$76K
OC
70
Oakworth Capital
Alabama
$64K
GWM
71
Geneos Wealth Management
Colorado
$59K +$8.85K +188 +18%
CCM
72
Cribstone Capital Management
Maine
$48K +$1.79K +37 +4%
Creative Planning
73
Creative Planning
Kansas
$40K -$55.1K -1,165 -58%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$40K +837 New
MFS
75
MSI Financial Services
Massachusetts
$38K -$27.4K -587 -42%