AOA icon

iShares Core 80/20 Aggressive Allocation ETF

155 hedge funds and large institutions have $202M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+5
Holders Change %
+3.33%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
30
Increased
57
Reduced
45
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
151
Icon Wealth Partners
Texas
$1K +$1K +10 New
JPLA
152
Joseph P. Lucia & Associates
New York
$3 +$3 +209 New
RJA
153
Raymond James & Associates
Florida
-$26.3M -541,778 Closed
RIA
154
Regal Investment Advisors
Michigan
-$6.77M -139,354 Closed
JCM
155
Janney Capital Management
Pennsylvania
-$1.57M -32,282 Closed
SWM
156
Shakespeare Wealth Management
Wisconsin
-$1.11M -22,872 Closed
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
-$565K -11,636 Closed
CFA
158
Camarda Financial Advisors
Florida
-$462K -9,515 Closed
TSS
159
Two Sigma Securities
New York
-$357K -7,354 Closed
WSTAM
160
Wilbanks Smith & Thomas Asset Management
Virginia
-$251K -5,165 Closed
COI
161
Capital One Investing
Virginia
-$246K -5,062 Closed
GC
162
Gilbert & Cook
Iowa
-$214K -4,415 Closed
SG
163
Strid Group
Pennsylvania
-$215K -4,391 Closed
MGIA
164
Moneta Group Investment Advisors
Missouri
-$201K -4,140 Closed
CC
165
Claybrook Capital
Massachusetts
-$118K -2,440 Closed
WDL
166
Well Done LLC
Michigan
-$118K -2,440 Closed
EWA
167
ERTS Wealth Advisors
Michigan
-$113K -2,324 Closed
OAM
168
Oppenheimer Asset Management
New York
-$53K -1,092 Closed
BOPW
169
Brandywine Oak Private Wealth
Pennsylvania
-$24K -510 Closed
Citigroup
170
Citigroup
New York
-$24K -500 Closed
NFG
171
Next Financial Group
Texas
-$8K -157 Closed
PG
172
Patten Group
Tennessee
-$2K -38 Closed