AOA icon

iShares Core 80/20 Aggressive Allocation ETF

145 hedge funds and large institutions have $180M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
15
Increased
61
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
101
Baldwin Wealth Partners
Massachusetts
$85K
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$80K -$133K -2,500 -63%
SIAP
103
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$74K
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$67K
LFG
105
LifePlan Financial Group
Ohio
$62K +$4.95K +93 +9%
OC
106
Oakworth Capital
Alabama
$59K
CCM
107
Cribstone Capital Management
Maine
$55K +$13.1K +244 +31%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.5K +$7.48K +140 +19%
B
109
Bridgeworth
Alabama
$45K +$45K +858 New
KC
110
KHP Capital
Oklahoma
$43K
GBBWRPM
111
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K +$213 +4 +0.5%
VFA
112
Valeo Financial Advisors
Indiana
$40K +$34.6K +650 +637%
SFM
113
Signet Financial Management
New Jersey
$38K
RWP
114
RWA Wealth Partners
Massachusetts
$37K +$37K +686 New
AWA
115
Acorn Wealth Advisors
Michigan
$35K
GI
116
Gradient Investments
Minnesota
$31K
GWM
117
Geneos Wealth Management
Colorado
$30K -$37.7K -708 -56%
Citigroup
118
Citigroup
New York
$27K -$97.2K -1,800 -78%
AIP
119
Ameritas Investment Partners
Nebraska
$19K
APA
120
American Portfolios Advisors
New York
$17.9K
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K +$52 +1 +0.4%
FWM
122
Focused Wealth Management
New York
$14K
ASN
123
Advisory Services Network
Georgia
$14K +$1.04K +19 +8%
BCA
124
Bay Colony Advisors
Massachusetts
$14K +$14K +267 New
JCM
125
Jacobi Capital Management
Pennsylvania
$12K -$11.6K -212 -49%