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iShares Core 80/20 Aggressive Allocation ETF

155 hedge funds and large institutions have $213M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
10
Increased
73
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
101
Paracle Advisors
Washington
$215K -$15.5K -282 -7%
CJA
102
C-J Advisory
California
$206K +$24.3K +442 +13%
PWP
103
Personal Wealth Partners
Minnesota
$204K +$204K +3,711 New
TFO
104
Tarbox Family Office
California
$203K +$1.04K +19 +0.5%
Wolverine Trading
105
Wolverine Trading
Illinois
$201K -$237K -4,339 -54%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$198K
FHA
107
Flagship Harbor Advisors
Massachusetts
$150K +$1.98K +36 +1%
S
108
SignatureFD
Georgia
$134K +$1.32K +24 +1%
BHWM
109
Bay Harbor Wealth Management
Maryland
$131K +$1.98K +36 +2%
SFS
110
Sowell Financial Services
Arkansas
$113K +$113K +2,055 New
SIAP
111
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$104K +$25.6K +225 +33%
ASN
112
Advisory Services Network
Georgia
$84K
CCM
113
Cribstone Capital Management
Maine
$71K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.6K +$16.5K +300 +47%
CFA
115
Carroll Financial Associates
North Carolina
$48K -$1.19K -22 -2%
VFA
116
Valeo Financial Advisors
Indiana
$47K
OC
117
Oakworth Capital
Alabama
$42K
GWMIA
118
Global Wealth Management Investment Advisory
Florida
$33K -$13.5K -245 -29%
GWM
119
Geneos Wealth Management
Colorado
$31K -$2.22K -46 -7%
TFGT
120
TS Financial Group (TSFG)
Illinois
$28K
JFA
121
JNBA Financial Advisors
Minnesota
$24K +$111 +2 +0.5%
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$526 +10 +2%
LFG
123
LifePlan Financial Group
Ohio
$21K +$217 +4 +1%
AAP
124
Arax Advisory Partners
Colorado
$19K +$164 +3 +0.9%
APA
125
American Portfolios Advisors
New York
$18.4K -$3.63K -66 -16%