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iShares Core 80/20 Aggressive Allocation ETF

92 hedge funds and large institutions have $180M invested in iShares Core 80/20 Aggressive Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
42
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$49.5M +$48M +1,017,511 +3,229%
Bank of America
2
Bank of America
North Carolina
$44.1M +$37.7M +797,836 +585%
AF
3
Allworth Financial
California
$18.9M +$1.4M +29,546 +8%
AIP
4
Ahrens Investment Partners
Louisiana
$5.41M +$5.41M +114,496 New
LIA
5
LBMC Investment Advisors
Tennessee
$4.96M -$81.5K -1,726 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.5M +$281K +5,957 +7%
LPL Financial
7
LPL Financial
California
$3.74M +$238K +5,017 +7%
PAMG
8
Patton Albertson Miller Group
Tennessee
$3.22M +$11.2K +238 +0.3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.14M +$1.83M +38,675 +139%
Morgan Stanley
10
Morgan Stanley
New York
$2.17M +$1.02M +21,554 +88%
PWAG
11
Polaris Wealth Advisory Group
California
$1.87M +$94.7K +2,005 +5%
ACS
12
Archford Capital Strategies
Illinois
$1.73M +$68.7K +1,456 +4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.6M +$1.6M +33,889 New
RIA
14
Regal Investment Advisors
Michigan
$1.56M +$60.5K +1,280 +4%
AAS
15
Annex Advisory Services
Wisconsin
$1.55M +$1.13K +24 +0.1%
CAN
16
Cetera Advisor Networks
California
$1.49M +$543K +11,503 +58%
MFS
17
Madrona Financial Services
Washington
$1.42M -$2.17K -46 -0.2%
Citadel Advisors
18
Citadel Advisors
Florida
$1.41M +$1.41M +29,923 New
PWM
19
Patriot Wealth Management
Texas
$1.39M +$20.4K +433 +1%
SWP
20
Stratos Wealth Partners
Ohio
$1.21M +$401K +8,502 +50%
Wolverine Trading
21
Wolverine Trading
Illinois
$1.18M +$1.18M +24,897 New
LPT
22
Legacy Private Trust
Wisconsin
$1.06M +$31.6K +669 +3%
CCM
23
Canal Capital Management
Virginia
$1.05M +$111K +2,344 +12%
EA
24
Efficient Advisors
Ohio
$1.03M -$23.1K -489 -2%
AWM
25
Avior Wealth Management
Nebraska
$911K +$118K +2,489 +15%