AOA icon

iShares Core 80/20 Aggressive Allocation ETF

145 hedge funds and large institutions have $180M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
15
Increased
61
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
126
Gemmer Asset Management
California
$11K
CFG
127
CKW Financial Group
Hawaii
$10K -$1.12K -21 -10%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$35.3K -647 -80%
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$9K
ME
130
McIlrath & Eck
Washington
$6K -$44.7K -872 -88%
AWM
131
AllSquare Wealth Management
New York
$6K
US Bancorp
132
US Bancorp
Minnesota
$6K
WP
133
WealthShield Partners
North Carolina
$5K
CAC
134
Certified Advisory Corp
Florida
$5K
RCAG
135
Rehmann Capital Advisory Group
Michigan
$4.62K
PG
136
Patten Group
Tennessee
$4K
NSIM
137
North Star Investment Management
Illinois
$4K
IF
138
Ironwood Financial
Arizona
$3K
OIA
139
OneDigital Investment Advisors
Kansas
$3K +$3K +64 New
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$2K -$3.05K -67 -60%
S
141
SignatureFD
Georgia
$2K +$2K +36 New
BlackRock
142
BlackRock
New York
$1K -$11.8K -141 -92%
LFS
143
Legacy Financial Strategies
Kansas
-$2.86M -53,416 Closed
Citadel Advisors
144
Citadel Advisors
Florida
-$1.99M -37,217 Closed
SPC
145
Sigma Planning Corp
Michigan
-$328K -6,133 Closed
FAAS
146
First Allied Advisory Services
California
-$268K -5,000 Closed
IIC
147
Integrated Investment Consultants
Michigan
-$86K -1,599 Closed
BWA
148
Burt Wealth Advisors
Maryland
-$54K -1,000 Closed
WDL
149
Well Done LLC
Michigan
-$41K -760 Closed
SPIA
150
Steward Partners Investment Advisory
New York
-$11K -212 Closed