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iShares Core 80/20 Aggressive Allocation ETF

107 hedge funds and large institutions have $142M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
54
Reduced
24
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
$25.3M 471,397 +23,795 +5%
Wells Fargo
2
Wells Fargo
California
$11.7M 217,817 +92 +0%
AIP
3
Ahrens Investment Partners
Louisiana
$10.7M 199,151 +3,286 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.5M 121,313 +27,726 +30%
RIA
5
Regal Investment Advisors
Michigan
$6.08M 113,520 +4,143 +4%
LIA
6
LBMC Investment Advisors
Tennessee
$5.87M 109,469 +1,912 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5M 93,302 +4,307 +5%
LPL Financial
8
LPL Financial
California
$4.8M 89,543 -3,170 -3%
Morgan Stanley
9
Morgan Stanley
New York
$4.12M 76,809 +5,067 +7%
PAMG
10
Patton Albertson Miller Group
Tennessee
$3.76M 69,943 -3,809 -5%
MFS
11
Madrona Financial Services
Washington
$2.65M 49,413 +4,947 +11%
PWAG
12
Polaris Wealth Advisory Group
California
$2.57M 47,897 +8,004 +20%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.55M 47,666 -73 -0.2%
ACS
14
Archford Capital Strategies
Illinois
$2.37M 44,162 +566 +1%
AAS
15
Annex Advisory Services
Wisconsin
$2.06M 38,432 +2,697 +8%
SWP
16
Stratos Wealth Partners
Ohio
$1.78M 33,300 +380 +1%
UBS Group
17
UBS Group
Switzerland
$1.78M 33,287 +11,180 +51%
CAN
18
Cetera Advisor Networks
California
$1.76M 32,775 +2,214 +7%
VF
19
Virtu Financial
New York
$1.73M 32,325 +32,325 New
PWM
20
Patriot Wealth Management
Texas
$1.61M 29,976 +1,063 +4%
WA
21
Waverly Advisors
Alabama
$1.33M 24,754 -1,141 -4%
NWM
22
Northwest Wealth Management
Iowa
$1.3M 24,286 -50 -0.2%
CCM
23
Canal Capital Management
Virginia
$1.3M 24,269 +420 +2%
AF
24
Allworth Financial
California
$1.3M 24,179 -2,218 -8%
LPT
25
Legacy Private Trust
Wisconsin
$1.23M 23,033 +411 +2%