AOA icon

iShares Core 80/20 Aggressive Allocation ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SS
51
Simplicity Solutions
Minnesota
$886K +$122K +2,106 +16%
CIAS
52
Capital Investment Advisory Services
North Carolina
$884K +$883K +15,221 +60,884%
LNC
53
Lincoln National Corp
Pennsylvania
$875K -$7.54K -130 -0.9%
CFG
54
Cooper Financial Group
California
$871K +$28.8K +496 +3%
CWM
55
Cornerstone Wealth Management
Missouri
$845K -$42.6K -734 -5%
VWM
56
Venturi Wealth Management
Texas
$773K +$47.1K +812 +6%
CMP
57
Courage Miller Partners
Virginia
$759K
W
58
Wealthquest
Ohio
$752K +$43.9K +758 +6%
Stifel Financial
59
Stifel Financial
Missouri
$735K -$5.5M -94,848 -88%
NAS
60
Nicolet Advisory Services
Wisconsin
$721K -$337K -5,808 -32%
CL
61
CPWM LLC
Washington
$710K
CIP
62
Capital Insight Partners
Arizona
$708K +$50.8K +875 +8%
Northern Trust
63
Northern Trust
Illinois
$696K
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$681K -$976K -16,741 -59%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$600K -$92.2K -1,590 -13%
TFA
66
Tobias Financial Advisors
Florida
$585K +$40K +689 +7%
Creative Planning
67
Creative Planning
Kansas
$579K -$4.35K -75 -0.7%
MIC
68
Means Investment Company
Maine
$568K -$1.44K -24 -0.3%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$568K
WP
70
WealthPLAN Partners
Nebraska
$534K +$3.95K +65 +0.7%
RWA
71
Redhawk Wealth Advisors
Minnesota
$529K -$38.4K -663 -7%
WWM
72
Western Wealth Management
Colorado
$523K -$49.6K -855 -9%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$518K -$22.3K -385 -4%
VA
74
Valmark Advisers
Ohio
$472K +$5.8K +100 +1%
HPC
75
Hobart Private Capital
North Carolina
$467K +$121K +2,079 +35%