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iShares Core 80/20 Aggressive Allocation ETF

141 hedge funds and large institutions have $164M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
23
Increased
59
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$11K +$11K +212 New
WAM
127
Wealthspire Advisors (Maryland)
Maryland
$9K
BlackRock
128
BlackRock
New York
$8K -$732 -14 -8%
US Bancorp
129
US Bancorp
Minnesota
$6K
AWM
130
AllSquare Wealth Management
New York
$6K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +111 New
WEC
132
Winslow Evans & Crocker
Massachusetts
$5.56K
VFA
133
Valeo Financial Advisors
Indiana
$5K
IWM
134
IHT Wealth Management
Illinois
$5K
RCAG
135
Rehmann Capital Advisory Group
Michigan
$5K +$5K +86 New
WP
136
WealthShield Partners
North Carolina
$5K +$5K +98 New
CAC
137
Certified Advisory Corp
Florida
$5K +$5K +102 New
PG
138
Patten Group
Tennessee
$4K
NSIM
139
North Star Investment Management
Illinois
$4K +$4K +79 New
IF
140
Ironwood Financial
Arizona
$3K
CL
141
Cabana LLC
Arkansas
-$2.99M -55,525 Closed
SI
142
Stephens Inc
Arkansas
-$686K -12,735 Closed
OC
143
Oppenheimer & Co
New York
-$572K -10,615 Closed
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
-$452K -8,388 Closed
AWM
145
AE Wealth Management
Kansas
-$378K -7,017 Closed
SS
146
Simplicity Solutions
Minnesota
-$313K -5,801 Closed
RA
147
RFG Advisory
Alabama
-$301K -5,490 Closed
CCM
148
Crabel Capital Management
California
-$229K -4,242 Closed
PA
149
Prism Advisors
California
-$223K -4,131 Closed
RW
150
Rand Wealth
Maryland
-$209K -3,884 Closed