AOA icon

iShares Core 80/20 Aggressive Allocation ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
C1AG
101
Client 1st Advisory Group
Florida
$364K +$18.6K +287 +5%
OGF
102
Orin Green Financial
California
$364K +$364K +5,664 New
WP
103
WealthPLAN Partners
Nebraska
$360K -$220K -3,339 -38%
CFA
104
Cahill Financial Advisors
Minnesota
$357K +$27.3K +425 +8%
OFG
105
Oxford Financial Group
Indiana
$353K +$172K +2,672 +95%
DT
106
Diversified Trust
Tennessee
$344K +$11.6K +181 +3%
CWP
107
Corepath Wealth Partners
Arizona
$338K +$338K +5,257 New
HighTower Advisors
108
HighTower Advisors
Illinois
$336K +$81.9K +1,268 +32%
IA
109
IFP Advisors
Florida
$336K +$81.6K +1,290 +32%
SWA
110
Sightline Wealth Advisors
Connecticut
$331K +$331K +5,150 New
JWA
111
JFS Wealth Advisors
Pennsylvania
$324K +$834 +13 +0.3%
CA
112
Cetera Advisors
Colorado
$317K +$385 +6 +0.1%
TFO
113
Tarbox Family Office
California
$315K +$16.4K +255 +5%
CJA
114
C-J Advisory
California
$299K +$32.9K +512 +12%
JAWM
115
J. Arnold Wealth Management
Ohio
$296K -$21.8K -340 -7%
BJL
116
Brighton Jones LLC
Washington
$294K +$51.3K +799 +21%
BOPW
117
Brandywine Oak Private Wealth
Pennsylvania
$291K +$961 +15 +0.3%
CFGS
118
Concourse Financial Group Securities
Alabama
$289K
MWM
119
Mission Wealth Management
California
$272K +$272K +4,242 New
TFA
120
TPG Financial Advisors
Oregon
$265K +$3.92K +61 +2%
MPPLM
121
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$264K +$18.5K +288 +8%
MA
122
Mutual Advisors
Nebraska
$260K +$25K +390 +11%
KWM
123
Keebeck Wealth Management
Illinois
$253K +$253K +3,940 New
SWP
124
Stratos Wealth Partners
Ohio
$250K -$782K -12,193 -76%
GPWA
125
Great Point Wealth Advisors
Massachusetts
$249K -$23.4K -366 -9%