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iShares Core 80/20 Aggressive Allocation ETF

89 hedge funds and large institutions have $110M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
41
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$19.9M 399,411 -534,858 -57%
Wells Fargo
2
Wells Fargo
California
$12.5M 250,945 -798,074 -76%
AIP
3
Ahrens Investment Partners
Louisiana
$6.46M 129,429 +14,933 +13%
LIA
4
LBMC Investment Advisors
Tennessee
$5.53M 110,633 +5,587 +5%
LPL Financial
5
LPL Financial
California
$4.72M 94,387 +15,652 +20%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.55M 91,079 -4,256 -4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.37M 87,433 +20,883 +31%
PAMG
8
Patton Albertson Miller Group
Tennessee
$3.74M 73,299 +5,013 +7%
Morgan Stanley
9
Morgan Stanley
New York
$2.64M 52,955 +7,025 +15%
MFS
10
Madrona Financial Services
Washington
$2.12M 42,509 +12,481 +42%
PWAG
11
Polaris Wealth Advisory Group
California
$2.08M 41,673 +2,078 +5%
ACS
12
Archford Capital Strategies
Illinois
$2.02M 40,539 +3,939 +11%
AAS
13
Annex Advisory Services
Wisconsin
$1.76M 35,141 +2,234 +7%
RIA
14
Regal Investment Advisors
Michigan
$1.73M 34,598 +1,527 +5%
AF
15
Allworth Financial
California
$1.61M 32,135 -367,736 -92%
SWP
16
Stratos Wealth Partners
Ohio
$1.58M 31,595 +6,070 +24%
CAN
17
Cetera Advisor Networks
California
$1.51M 30,241 -1,215 -4%
PWM
18
Patriot Wealth Management
Texas
$1.4M 28,056 -1,322 -4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.32M 26,381 -7,508 -22%
CCM
20
Canal Capital Management
Virginia
$1.16M 23,305 +1,061 +5%
WA
21
Waverly Advisors
Alabama
$1.15M 23,013 +5,189 +29%
NWM
22
Northwest Wealth Management
Iowa
$1.05M 20,952 +7,719 +58%
EA
23
Efficient Advisors
Ohio
$1.05M 20,926 -940 -4%
LPT
24
Legacy Private Trust
Wisconsin
$1.04M 20,771 -1,697 -8%
AWM
25
Avior Wealth Management
Nebraska
$1.01M 20,229 +934 +5%