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iShares Core 80/20 Aggressive Allocation ETF

172 hedge funds and large institutions have $222M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
23
Increased
72
Reduced
50
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
151
Gemmer Asset Management
California
$12K +$54 +1 +0.4%
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$2.79K +50 +30%
OPS
153
Orion Portfolio Solutions
Nebraska
$9K -$12.4K -228 -58%
CAC
154
Certified Advisory Corp
Florida
$7K
AWM
155
AllSquare Wealth Management
New York
$6K
CFD
156
Creative Financial Designs
Indiana
$6K +$6K +111 New
VNA
157
Valley National Advisers
Pennsylvania
$5K
NSIM
158
North Star Investment Management
Illinois
$5K
WP
159
WealthShield Partners
North Carolina
$5K
FANJ
160
Financial Architects (New Jersey)
New Jersey
$4K
IF
161
Ironwood Financial
Arizona
$3K
SIM
162
Sonora Investment Management
Arizona
$3K +$3K +50 New
PGAM
163
Princeton Global Asset Management
New Jersey
$3K +$3K +63 New
ME
164
McIlrath & Eck
Washington
$2K
AIP
165
Ameritas Investment Partners
Nebraska
$2K
FWM
166
FSA Wealth Management
Massachusetts
$2K
LWM
167
Lenox Wealth Management
Ohio
$2K
BlackRock
168
BlackRock
New York
$1K -$619 -13 -38%
CAAS
169
Capital Asset Advisory Services
Michigan
$1K
CIAS
170
Capital Investment Advisory Services
North Carolina
$1K
RJA
171
Raymond James & Associates
Florida
-$12.9M -272,774 Closed
ACP
172
Aveo Capital Partners
Colorado
-$1.91M -40,152 Closed
SWM
173
Shakespeare Wealth Management
Wisconsin
-$989K -20,840 Closed
FAAM
174
First Ascent Asset Management
Colorado
-$805K -16,961 Closed
CWM
175
Circle Wealth Management
New Jersey
-$619K -13,035 Closed