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iShares Core 80/20 Aggressive Allocation ETF

101 hedge funds and large institutions have $129M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
101
Holders Change
+12
Holders Change %
+13.48%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
45
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23.2M 447,602 +48,191 +12%
Wells Fargo
2
Wells Fargo
California
$11.3M 217,725 -33,220 -13%
AIP
3
Ahrens Investment Partners
Louisiana
$10.1M 195,865 +66,436 +51%
RIA
4
Regal Investment Advisors
Michigan
$5.67M 109,377 +74,779 +216%
LIA
5
LBMC Investment Advisors
Tennessee
$5.57M 107,557 -3,076 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.85M 93,587 +6,154 +7%
LPL Financial
7
LPL Financial
California
$4.8M 92,713 -1,674 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.61M 88,995 -2,084 -2%
PAMG
9
Patton Albertson Miller Group
Tennessee
$3.88M 73,752 +453 +0.6%
Morgan Stanley
10
Morgan Stanley
New York
$3.72M 71,742 +18,787 +35%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.47M 47,739 +36,131 +311%
MFS
12
Madrona Financial Services
Washington
$2.3M 44,466 +1,957 +5%
ACS
13
Archford Capital Strategies
Illinois
$2.26M 43,596 +3,057 +8%
PWAG
14
Polaris Wealth Advisory Group
California
$2.07M 39,893 -1,780 -4%
AAS
15
Annex Advisory Services
Wisconsin
$1.85M 35,735 +594 +2%
SWP
16
Stratos Wealth Partners
Ohio
$1.71M 32,920 +1,325 +4%
CAN
17
Cetera Advisor Networks
California
$1.58M 30,561 +320 +1%
PWM
18
Patriot Wealth Management
Texas
$1.5M 28,913 +857 +3%
Jane Street
19
Jane Street
New York
$1.46M 28,123 +28,123 New
AF
20
Allworth Financial
California
$1.37M 26,397 -5,738 -18%
WA
21
Waverly Advisors
Alabama
$1.34M 25,895 +2,882 +13%
NWM
22
Northwest Wealth Management
Iowa
$1.26M 24,336 +3,384 +16%
CCM
23
Canal Capital Management
Virginia
$1.24M 23,849 +544 +2%
LPT
24
Legacy Private Trust
Wisconsin
$1.17M 22,622 +1,851 +9%
UBS Group
25
UBS Group
Switzerland
$1.15M 22,107 +8,312 +60%