AOA icon

iShares Core 80/20 Aggressive Allocation ETF

150 hedge funds and large institutions have $363M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 24 closing their positions.

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
37
Increased
56
Reduced
34
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPSG
51
Wealth & Pension Services Group
Georgia
$699K +$699K +14,398 New
CWM
52
Circle Wealth Management
New Jersey
$697K +$6.65K +137 +1%
PA
53
Parallel Advisors
California
$693K -$30.5K -628 -4%
CMP
54
Courage Miller Partners
Virginia
$669K -$1.99K -41 -0.3%
CI
55
CX Institutional
Indiana
$666K +$124K +2,543 +23%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$660K -$79.9K -1,645 -11%
AF
57
Advisornet Financial
Minnesota
$592K -$235K -4,834 -28%
MIC
58
Means Investment Company
Maine
$584K +$584K +12,030 New
VA
59
Valmark Advisers
Ohio
$574K +$17.8K +366 +3%
W
60
Wealthquest
Ohio
$568K +$568K +11,701 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$565K +$565K +11,636 New
CCM
62
Coldstream Capital Management
Washington
$554K +$58K +1,194 +12%
CPO
63
Cerity Partners OCIO
New York
$543K +$82K +1,689 +18%
AG
64
Advisor Group
Arizona
$505K -$142K -2,934 -22%
CFA
65
Camarda Financial Advisors
Florida
$462K -$5.97K -123 -1%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$454K +$454K +9,360 New
SCM
67
Stonehearth Capital Management
Massachusetts
$449K -$13.3K -275 -3%
OIWM
68
OptiFour Integrated Wealth Management
Virginia
$448K
WWM
69
Western Wealth Management
Colorado
$423K +$423K +8,677 New
JWA
70
JFS Wealth Advisors
Pennsylvania
$421K +$44.1K +909 +12%
BIA
71
BHK Investment Advisors
Alabama
$400K +$1.26K +26 +0.3%
WAM
72
Watermark Asset Management
California
$394K +$4.23K +87 +1%
HighTower Advisors
73
HighTower Advisors
Illinois
$387K -$20.5K -422 -5%
BSWM
74
Boston Standard Wealth Management
Massachusetts
$386K +$374K +256,089 +3,136%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$382K +$58.3K +1,201 +18%