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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 %
CCFM
51
Clear Creek Financial Management
Washington
$1.02M +$1.02M +15,874 New
CIAS
52
Capital Investment Advisory Services
North Carolina
$1.01M +$28.8K +449 +3%
LNC
53
Lincoln National Corp
Pennsylvania
$976K +$8.6K +134 +0.9%
SSC
54
Syverson Strege & Co
Iowa
$968K +$968K +15,084 New
SWM
55
Shakespeare Wealth Management
Wisconsin
$957K -$230K -3,582 -19%
AF
56
Advisornet Financial
Minnesota
$942K -$56K -872 -6%
HPC
57
Hobart Private Capital
North Carolina
$916K +$399K +6,220 +77%
FAIM
58
Financial Advocates Investment Management
Washington
$887K +$341K +2,203 +63%
W
59
Wealthquest
Ohio
$880K +$47.4K +739 +6%
CMP
60
Courage Miller Partners
Virginia
$874K -$14K -218 -2%
VWM
61
Venturi Wealth Management
Texas
$867K +$11.7K +183 +1%
CFG
62
Cooper Financial Group
California
$844K -$120K -1,869 -12%
NAS
63
Nicolet Advisory Services
Wisconsin
$836K +$37.3K +581 +5%
AF
64
Allworth Financial
California
$823K +$520K +8,106 +172%
CL
65
CPWM LLC
Washington
$780K -$5.77K -90 -0.7%
CIP
66
Capital Insight Partners
Arizona
$780K -$3.6K -56 -0.5%
Northern Trust
67
Northern Trust
Illinois
$770K – – –
FI
68
FormulaFolio Investments
Michigan
$747K +$747K +11,641 New
TFA
69
Tobias Financial Advisors
Florida
$733K +$86.1K +1,342 +13%
JFA
70
JNBA Financial Advisors
Minnesota
$693K +$677K +10,553 +4,290%
Creative Planning
71
Creative Planning
Kansas
$635K -$4.75K -74 -0.7%
CWM
72
Cornerstone Wealth Management
Missouri
$634K -$301K -4,692 -32%
MIC
73
Means Investment Company
Maine
$634K +$1.61K +24 +0.3%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$621K -$43.3K -674 -7%
Renaissance Technologies
75
Renaissance Technologies
New York
$616K +$373K +5,809 +153%
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