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 %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$248K +$1.09K +17 +0.4%
SFWC
127
Strategic Family Wealth Counselors
New Jersey
$246K +$246K +3,831 New
WAM
128
WNY Asset Management
New York
$243K +$243K +3,693 New
BAM
129
Belpointe Asset Management
Nevada
$242K -$57.1K -891 -19%
RA
130
RFG Advisory
Alabama
$242K +$242K +3,689 New
JCM
131
Jacobsen Capital Management
Utah
$241K +$513 +8 +0.2%
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$240K -$6.68K -104 -3%
PCG
133
Private Capital Group
Connecticut
$232K +$64 +1 +0%
SAM
134
Synergy Asset Management
Washington
$226K +$226K +3,522 New
CA
135
CGN Advisors
Kansas
$226K +$226K +3,528 New
SCM
136
Southport Capital Management
Tennessee
$216K +$216K +3,371 New
GMA
137
Goldstein Munger & Associates
California
$208K +$208K +3,240 New
FCA
138
FinTrust Capital Advisors
South Carolina
$207K +$17.7K +276 +9%
Lido Advisors
139
Lido Advisors
California
$205K +$205K +3,209 New
DAS
140
Dynamic Advisor Solutions
Arizona
$203K +$203K +3,158 New
OIA
141
OneDigital Investment Advisors
Kansas
$202K +$202K +3,105 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$198K
Citigroup
143
Citigroup
New York
$183K +$16.1K +251 +10%
S
144
SignatureFD
Georgia
$165K -$31.7K -493 -16%
BHWM
145
Bay Harbor Wealth Management
Maryland
$165K +$7.38K +115 +5%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162K +$71K +1,106 +78%
US Bancorp
147
US Bancorp
Minnesota
$155K
Fidelity Investments
148
Fidelity Investments
Massachusetts
$130K +$708 +11 +0.5%
SIAP
149
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K
AAP
150
Arax Advisory Partners
Colorado
$128K +$10.7K +167 +9%