AOA icon

iShares Core 80/20 Aggressive Allocation ETF

177 hedge funds and large institutions have $215M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 35 closing their positions.

Holders
177
Holders Change
-12
Holders Change %
-6.35%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
65
Reduced
53
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$371K -$278K -5,843 -43%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$371K +$371K +7,825 New
AF
78
Affiance Financial
Minnesota
$348K +$49.5K +1,045 +17%
TFO
79
Tarbox Family Office
California
$344K +$22.7K +478 +7%
TPA
80
Trivium Point Advisory
Connecticut
$340K +$58.8K +1,195 +21%
SBL
81
Sargent Bickham Lagudis
Colorado
$338K
BSWM
82
Boston Standard Wealth Management
Massachusetts
$327K +$553 +12 +0.2%
VFA
83
Voya Financial Advisors
Connecticut
$310K
CAMG
84
CWA Asset Management Group
Florida
$301K -$869K -18,333 -74%
TWP
85
Tempus Wealth Planning
California
$270K -$4.79K -101 -2%
SWM
86
Sugarloaf Wealth Management
Georgia
$264K +$15.9K +335 +6%
AF
87
Allworth Financial
California
$263K
BMCM
88
Bryn Mawr Capital Management
Pennsylvania
$252K
TFA
89
Tobias Financial Advisors
Florida
$247K -$154K -3,241 -38%
SW
90
SlateStone Wealth
Florida
$247K -$569 -12 -0.2%
FAIM
91
Financial Advocates Investment Management
Washington
$247K +$30.6K +645 +14%
PA
92
Paracle Advisors
Washington
$247K +$247K +5,216 New
CFA
93
Cahill Financial Advisors
Minnesota
$236K +$17.8K +373 +8%
HPC
94
Hobart Private Capital
North Carolina
$234K +$234K +4,928 New
JWA
95
JFS Wealth Advisors
Pennsylvania
$222K
BAM
96
Belpointe Asset Management
Nevada
$221K -$51.7K -1,089 -19%
HighTower Advisors
97
HighTower Advisors
Illinois
$221K +$19.9K +420 +10%
DT
98
Diversified Trust
Tennessee
$216K +$25.4K +533 +13%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$213K -$10.8K -227 -5%
Lido Advisors
100
Lido Advisors
California
$212K -$15.3K -323 -7%