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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

177 hedge funds and large institutions have $215M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-12
Holders Change %
-6.35%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
65
Reduced
53
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$12.9M
2
Wells Fargo
Wells Fargo
California
$15.7M
3
PAA
Peregrine Asset Advisers
Oregon
$4.12M
4
TC
Trilogy Capital
California
$12.5M
5
Jane Street
Jane Street
New York
$1.49M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$717K
2
Bank of America
Bank of America
North Carolina
$28M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.47M
4
WWM
Western Wealth Management
Colorado
$461K
5
PFA
Professional Financial Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
126
LifePlan Financial Group
Ohio
$50K – – –
CCM
127
Cribstone Capital Management
Maine
$49K – – –
CWC
128
Carolinas Wealth Consulting
North Carolina
$45K +$45K +971 New
CFA
129
Carroll Financial Associates
North Carolina
$42K +$974 +21 +2%
SPIA
130
Steward Partners Investment Advisory
New York
$39K +$39K +840 New
VFA
131
Valeo Financial Advisors
Indiana
$36K -$5.81K -118 -14%
OC
132
Oakworth Capital
Alabama
$36K – – –
GWMIA
133
Global Wealth Management Investment Advisory
Florida
$28K – – –
EWM
134
EPG Wealth Management
Georgia
$28K – – –
TF
135
TimeScale Financial
Massachusetts
$27K +$12.5K +265 +86%
PA
136
Parallel Advisors
California
$26K -$643K -13,683 -96%
TFGT
137
TS Financial Group (TSFG)
Illinois
$25K – – –
EFSCE
138
Enterprise Financial Services Corp (EFSC)
Missouri
$25K +$1.86K +39 +8%
GWM
139
Geneos Wealth Management
Colorado
$20K +$7.45K +161 +59%
MAM
140
Meeder Asset Management
Ohio
$19K – – –
OPS
141
Orion Portfolio Solutions
Nebraska
$19K +$19K +393 New
William Blair & Company
142
William Blair & Company
Illinois
$17K +$4.7K +100 +38%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +325 New
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$14K +$14K +302 New
GAM
145
Gemmer Asset Management
California
$11K +$99 +2 +0.9%
CFG
146
CKW Financial Group
Hawaii
$11K +$707 +16 +7%
LPWM
147
Lake Point Wealth Management
Texas
$10K – – –
FWM
148
Focused Wealth Management
New York
$10K – – –
JPMorgan Chase & Co
149
JPMorgan Chase & Co
New York
$9K +$9K +200 New
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$30.1K -620 -79%
4 5
6
7 8