AOA icon

iShares Core 80/20 Aggressive Allocation ETF

141 hedge funds and large institutions have $164M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
23
Increased
59
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$328K +$65.2K +1,220 +25%
WMG
77
WESCAP Management Group
California
$293K
GLA
78
Good Life Advisors
Pennsylvania
$285K +$91.9K +1,753 +48%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$279K +$17.4K +325 +7%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$276K +$276K +5,165 New
PCG
81
Private Capital Group
Connecticut
$274K +$268 +5 +0.1%
FAAS
82
First Allied Advisory Services
California
$268K +$53.6K +1,000 +25%
RWM
83
Ritholtz Wealth Management
New York
$251K +$251K +4,690 New
SEI Investments
84
SEI Investments
Pennsylvania
$249K -$16.3K -304 -6%
PIA
85
Peachtree Investment Advisors
Georgia
$237K +$30.8K +575 +15%
SG
86
Strid Group
Pennsylvania
$236K
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$236K +$73.6K +1,372 +45%
GC
88
Gilbert & Cook
Iowa
$221K -$40.3K -754 -15%
BBA
89
Braun-Bostich & Associates
Pennsylvania
$215K +$22.8K +426 +12%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$214K
FAIM
91
Financial Advocates Investment Management
Washington
$212K +$212K +3,955 New
MML Investors Services
92
MML Investors Services
Massachusetts
$207K +$207K +3,876 New
MMA
93
Miracle Mile Advisors
California
$202K +$202K +3,768 New
TFO
94
Tarbox Family Office
California
$195K +$2.56K +48 +1%
MPPLM
95
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$163K -$3.17K -59 -2%
Citigroup
96
Citigroup
New York
$123K +$69.5K +1,300 +130%
CJA
97
C-J Advisory
California
$122K +$10.5K +200 +9%
IIC
98
Integrated Investment Consultants
Michigan
$86K +$86K +1,599 New
BWP
99
Baldwin Wealth Partners
Massachusetts
$85K
SIAP
100
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K