AOA icon

iShares Core 80/20 Aggressive Allocation ETF

101 hedge funds and large institutions have $129M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
101
Holders Change
+12
Holders Change %
+13.48%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
45
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OC
76
Oakworth Capital
Alabama
$69K 1,324
GWM
77
Geneos Wealth Management
Colorado
$65K 1,272
CCM
78
Cribstone Capital Management
Maine
$54K 1,049 -108 -9%
Creative Planning
79
Creative Planning
Kansas
$45K 861 +71 +9%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$41K 802 +167 +26%
FWM
81
Focused Wealth Management
New York
$36K 692
DADC
82
D.A. Davidson & Co
Montana
$36K 700 +414 +145%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$36K 694 +694 New
JCM
84
Jacobi Capital Management
Pennsylvania
$30K 583 +583 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$26K 505 +505 New
RCA
86
Rowland Carmichael Advisors
Arizona
$20K 385
AIP
87
Ameritas Investment Partners
Nebraska
$18K 360
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5K 300 +300 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$14K 263 +263 New
GAM
90
Gemmer Asset Management
California
$10K 203 +41 +25%
WAM
91
Wealthspire Advisors (Maryland)
Maryland
$9K 166
CFG
92
CKW Financial Group
Hawaii
$8K 154
US Bancorp
93
US Bancorp
Minnesota
$6K 112 -591 -84%
TWA
94
TCI Wealth Advisors
Arizona
$6K 120 +120 New
AC
95
Alexandria Capital
Virginia
$5K 103
IF
96
Ironwood Financial
Arizona
$3K 52
ASN
97
Advisory Services Network
Georgia
$2K 37 +24 +185%
CFA
98
Carroll Financial Associates
North Carolina
$1K 30
BlackRock
99
BlackRock
New York
$1K 27
IWM
100
IHT Wealth Management
Illinois
$5 2,632 +2,057 +358%