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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

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
–

Top Buyers

1
TC
1
Trilogy Capital
California
$18.8M
2
Wells Fargo
2
Wells Fargo
California
$5.05M
3
Bank of America
3
Bank of America
North Carolina
$39.8M
4
VFP
4
Verus Financial Partners
Virginia
$1.34M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.14M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
ACP
2
Aveo Capital Partners
Colorado
$0
3
Jane Street
3
Jane Street
New York
$1.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.54M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
151
Atlas Private Wealth Advisors
New Jersey
$126K +$322 +5 +0.3%
HIA
152
Harbor Investment Advisory
Maryland
$120K +$2.3K +36 +2%
PFA
153
Professional Financial Advisors
Nebraska
$115K +$56.8K +881 +97%
FFA
154
Founders Financial Alliance
North Carolina
$108K -$13.5K -210 -11%
TPWA
155
TRUE Private Wealth Advisors
Oregon
$99K -$67.9K -1,066 -41%
ASN
156
Advisory Services Network
Georgia
$96K +$3.66K +57 +4%
CL
157
COWA LLC
Oklahoma
$95K +$95K +1,462 New
GIA
158
Goodwin Investment Advisory
Georgia
$91K +$91K +1,414 New
GFPC
159
Global Financial Private Client
Florida
$89.9K – – –
LAS
160
Lloyd Advisory Services
Georgia
$79K +$1.59K +25 +2%
SFS
161
Sowell Financial Services
Arkansas
$78K +$2.37K +37 +3%
TF
162
TimeScale Financial
Massachusetts
$78K +$17.2K +268 +28%
KCM
163
Kathmere Capital Management
Pennsylvania
$72K +$1.61K +25 +2%
SPIA
164
Steward Partners Investment Advisory
New York
$63K – – –
CFA
165
Carroll Financial Associates
North Carolina
$58K – – –
BA
166
Bellwether Advisors
Nebraska
$56K +$56K +877 New
OC
167
Oakworth Capital
Alabama
$49K – – –
VFA
168
Valeo Financial Advisors
Indiana
$47K – – –
PWM
169
Perigon Wealth Management
California
$44K +$44K +690 New
EFSCE
170
Enterprise Financial Services Corp (EFSC)
Missouri
$43K +$1.54K +24 +4%
AWA
171
Arkadios Wealth Advisors
Georgia
$38K +$38K +600 New
COCM
172
Charter Oak Capital Management
New Hampshire
$31K +$31K +489 New
GWM
173
Geneos Wealth Management
Colorado
$28K +$25.7K +4,734 +1,096%
RIM
174
Rockbridge Investment Management
New York
$27K +$381 +6 +1%
NFG
175
Next Financial Group
Texas
$23K +$13.1K +206 +133%
5 6
7
8 9