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iShares Core 80/20 Aggressive Allocation ETF

150 hedge funds and large institutions have $363M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 24 closing their positions.

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
37
Increased
56
Reduced
34
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
101
Bay Harbor Wealth Management
Maryland
$186K +$186K +3,824 New
CJA
102
C-J Advisory
California
$165K +$7.62K +157 +5%
IA
103
IFP Advisors
Florida
$146K -$133K -2,740 -48%
BBA
104
Braun-Bostich & Associates
Pennsylvania
$142K +$484 +10 +0.3%
FHA
105
Flagship Harbor Advisors
Massachusetts
$131K -$7.03K -145 -5%
WDL
106
Well Done LLC
Michigan
$118K +$118K +2,440 New
CC
107
Claybrook Capital
Massachusetts
$118K +$118K +2,440 New
EWA
108
ERTS Wealth Advisors
Michigan
$113K +$113K +2,324 New
RCA
109
Rowland Carmichael Advisors
Arizona
$78K -$37.8K -781 -33%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$73K
SIAP
111
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$73K
OAM
112
Oppenheimer Asset Management
New York
$53K +$53K +1,092 New
GWMIA
113
Global Wealth Management Investment Advisory
Florida
$45K +$45K +929 New
CCM
114
Cribstone Capital Management
Maine
$43K -$1.96K -40 -4%
VFA
115
Valeo Financial Advisors
Indiana
$41K
OC
116
Oakworth Capital
Alabama
$41K
CFA
117
Carroll Financial Associates
North Carolina
$36K +$36K +747 New
GWM
118
Geneos Wealth Management
Colorado
$27K
Citigroup
119
Citigroup
New York
$24K
BOPW
120
Brandywine Oak Private Wealth
Pennsylvania
$24K +$24K +510 New
LFG
121
LifePlan Financial Group
Ohio
$22K -$36.3K -750 -62%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.4K -$21.8K -450 -51%
ASN
123
Advisory Services Network
Georgia
$20K +$6.05K +127 +43%
LPWM
124
Lake Point Wealth Management
Texas
$20K +$20K +410 New
APA
125
American Portfolios Advisors
New York
$19.1K +$2.86K +59 +18%