AOA icon

iShares Core 80/20 Aggressive Allocation ETF

134 hedge funds and large institutions have $160M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
134
Holders Change
+27
Holders Change %
+25.23%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
36
Increased
48
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SEI Investments
76
SEI Investments
Pennsylvania
$267K 4,954 +4,954 New
SPC
77
Sigma Planning Corp
Michigan
$265K 4,913 -1,448 -23%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$263K 4,889 -1,305 -21%
GC
79
Gilbert & Cook
Iowa
$263K 4,886 -283 -5%
SG
80
Strid Group
Pennsylvania
$238K 4,391
Renaissance Technologies
81
Renaissance Technologies
New York
$237K 4,400 +4,400 New
CCM
82
Crabel Capital Management
California
$229K 4,242 +4,242 New
PA
83
Prism Advisors
California
$223K 4,131 +4,131 New
FAAS
84
First Allied Advisory Services
California
$216K 4,000
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$216K 4,000
RW
86
Rand Wealth
Maryland
$209K 3,884 +3,884 New
PIA
87
Peachtree Investment Advisors
Georgia
$207K 3,849 -10 -0.3%
GLA
88
Good Life Advisors
Pennsylvania
$202K 3,686 +3,686 New
TFO
89
Tarbox Family Office
California
$194K 3,606 +520 +17%
BBA
90
Braun-Bostich & Associates
Pennsylvania
$193K 3,587 +3,587 New
STA
91
Summit Trail Advisors
New York
$170K 3,000 +3,000 New
MPPLM
92
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$167K 3,098 +3,098 New
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$163K 3,029 +1,537 +103%
CA
94
Calton & Associates
Florida
$122K 2,176 +2,176 New
CJA
95
C-J Advisory
California
$114K 2,123 +1,740 +454%
AWM
96
Avior Wealth Management
Nebraska
$112K 20,830 -483 -2%
BWP
97
Baldwin Wealth Partners
Massachusetts
$85K 1,586
BWA
98
Burt Wealth Advisors
Maryland
$77K 1,433
SIAP
99
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K 700
OC
100
Oakworth Capital
Alabama
$73K 1,324