AOA icon

iShares Core 80/20 Aggressive Allocation ETF

69 hedge funds and large institutions have $189M invested in iShares Core 80/20 Aggressive Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
27
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$75M 1,673,145 +1,539,272 +1,150%
Bank of America
2
Bank of America
North Carolina
$60.6M 1,351,820 +1,177,130 +674%
LPL Financial
3
LPL Financial
California
$7.12M 160,354 +69,686 +77%
LIA
4
LBMC Investment Advisors
Tennessee
$3.97M 88,457 +5,051 +6%
AF
5
Allworth Financial
California
$3.91M 87,190 +29,845 +52%
BC
6
Brinker Capital
Pennsylvania
$3.77M 84,126 +84,126 New
Ameriprise
7
Ameriprise
Minnesota
$3.43M 76,378 +4,760 +7%
JCM
8
Janney Capital Management
Pennsylvania
$2.92M 65,101 +65,101 New
M&T Bank
9
M&T Bank
New York
$2.49M 55,441 +55,441 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.26M 50,459 +10,436 +26%
PWM
11
Patriot Wealth Management
Texas
$1.47M 32,685 +1,080 +3%
RIA
12
Regal Investment Advisors
Michigan
$1.26M 28,042 +17,497 +166%
AAS
13
Annex Advisory Services
Wisconsin
$1.25M 27,855 +1,463 +6%
ACS
14
Archford Capital Strategies
Illinois
$1.23M 27,329 -4,260 -13%
VFS
15
VSR Financial Services
Kansas
$1.08M 24,075 -2,615 -10%
PWAG
16
Polaris Wealth Advisory Group
California
$1.08M 24,088 +4,981 +26%
EA
17
Efficient Advisors
Ohio
$1.03M 22,850 -170 -0.7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$910K 20,305 +3,587 +21%
CCM
19
Canal Capital Management
Virginia
$901K 20,097 +3,391 +20%
CAN
20
Cetera Advisor Networks
California
$895K 19,951 -85 -0.4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$825K 18,395 +11,545 +169%
IA
22
IFP Advisors
Florida
$764K 17,042 +17,042 New
Morgan Stanley
23
Morgan Stanley
New York
$741K 16,527 +8,761 +113%
SCM
24
Stonehearth Capital Management
Massachusetts
$733K 16,343 -340 -2%
CMP
25
Courage Miller Partners
Virginia
$726K 16,198 +358 +2%