AOA icon

iShares Core 80/20 Aggressive Allocation ETF

177 hedge funds and large institutions have $231M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
68
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$232K -$10.3K -174 -4%
IA
102
IFP Advisors
Florida
$231K +$5.86K +102 +3%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$223K -$38.8K -669 -15%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$223K -$21K -362 -9%
MPPLM
105
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$222K +$1.63K +28 +0.7%
Renaissance Technologies
106
Renaissance Technologies
New York
$220K +$220K +3,791 New
BJL
107
Brighton Jones LLC
Washington
$219K +$219K +3,776 New
JCM
108
Jacobsen Capital Management
Utah
$217K -$36.2K -626 -14%
MA
109
Mutual Advisors
Nebraska
$213K -$1.39K -24 -0.7%
AAS
110
Avantax Advisory Services
Texas
$212K +$212K +3,666 New
PCG
111
Private Capital Group
Connecticut
$209K +$58 +1 +0%
FAIM
112
Financial Advocates Investment Management
Washington
$204K -$863K -14,892 -81%
OAP
113
One Advisory Partners
Kansas
$204K +$204K +3,519 New
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$198K
S
115
SignatureFD
Georgia
$177K -$1.16K -20 -0.6%
OFG
116
Oxford Financial Group
Indiana
$164K +$53.7K +924 +49%
TPWA
117
TRUE Private Wealth Advisors
Oregon
$152K -$27.1K -467 -15%
Citigroup
118
Citigroup
New York
$151K +$151K +2,600 New
BHWM
119
Bay Harbor Wealth Management
Maryland
$142K +$1.85K +32 +1%
US Bancorp
120
US Bancorp
Minnesota
$141K
SIAP
121
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K
Fidelity Investments
122
Fidelity Investments
Massachusetts
$117K
APWA
123
Atlas Private Wealth Advisors
New Jersey
$113K +$5.84K +101 +5%
FFA
124
Founders Financial Alliance
North Carolina
$110K +$110K +1,895 New
HIA
125
Harbor Investment Advisory
Maryland
$107K +$13.2K +227 +14%