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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 %
RWA
76
Redhawk Wealth Advisors
Minnesota
$598K +$12.6K +197 +2%
WWM
77
Western Wealth Management
Colorado
$576K -$2.12K -33 -0.4%
DP
78
Divergent Planning
Maryland
$576K +$576K +8,978 New
UCFA
79
United Capital Financial Advisors
Texas
$574K -$738K -11,505 -56%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$537K -$568K – –
VA
81
Valmark Advisers
Ohio
$522K – – –
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$509K -$64.2K -1,001 -11%
TPA
83
Trivium Point Advisory
Connecticut
$491K +$22.4K +344 +5%
AF
84
Affiance Financial
Minnesota
$489K – – –
PAG
85
Private Advisor Group
New Jersey
$474K +$21.4K +333 +5%
CPFP
86
Clear Perspectives Financial Planning
Ohio
$474K +$474K +7,391 New
SWP
87
Summit Wealth Partners
Florida
$459K +$189K +2,944 +70%
SBL
88
Sargent Bickham Lagudis
Colorado
$456K – – –
RJA
89
Raymond James & Associates
Florida
$430K +$430K +6,697 New
Truist Financial
90
Truist Financial
North Carolina
$430K +$430K +6,703 New
BSWM
91
Boston Standard Wealth Management
Massachusetts
$424K -$16.3K -254 -4%
CF
92
Centaurus Financial
California
$394K +$283K +4,399 +254%
IA
93
Insight Advisors
Pennsylvania
$391K +$391K +6,100 New
TWP
94
Tempus Wealth Planning
California
$387K +$11.4K +178 +3%
VFA
95
Voya Financial Advisors
Connecticut
$386K – – –
SWM
96
Sugarloaf Wealth Management
Georgia
$382K +$3.53K +55 +0.9%
PA
97
Paracle Advisors
Washington
$381K +$11.1K +173 +3%
MA
98
Mezzasalma Advisors
New Jersey
$381K +$381K +5,939 New
MFGP
99
Marshall Financial Group (Pennsylvania)
Pennsylvania
$377K +$377K +5,878 New
FSG
100
Financial Strategies Group
Michigan
$367K +$28.2K +439 +8%
2 3
4
5 6