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iShares Core 80/20 Aggressive Allocation ETF

141 hedge funds and large institutions have $164M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
23
Increased
59
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$26.1M 486,980 +6,656 +1%
AIP
2
Ahrens Investment Partners
Louisiana
$9.79M 182,968 -12,156 -6%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$8.21M 153,523 +20,065 +15%
Jane Street
4
Jane Street
New York
$7.4M 138,315 +138,315 New
LIA
5
LBMC Investment Advisors
Tennessee
$6.47M 120,839 +7,410 +7%
LPL Financial
6
LPL Financial
California
$5.66M 105,750 +5,277 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.44M 101,769 +7,527 +8%
Wells Fargo
8
Wells Fargo
California
$4.3M 80,268 -231,336 -74%
PAMG
9
Patton Albertson Miller Group
Tennessee
$3.84M 71,701 +1,518 +2%
Morgan Stanley
10
Morgan Stanley
New York
$3.71M 69,384 -6,368 -8%
MFS
11
Madrona Financial Services
Washington
$3.02M 56,503 +4,064 +8%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.87M 53,608 +10,519 +24%
LFS
13
Legacy Financial Strategies
Kansas
$2.86M 53,416 +28,193 +112%
MSA
14
Marino Stram & Associates
Massachusetts
$2.75M 51,334 +1,728 +3%
ACS
15
Archford Capital Strategies
Illinois
$2.74M 49,031 +3,088 +7%
PWAG
16
Polaris Wealth Advisory Group
California
$2.56M 47,889 -576 -1%
UBS Group
17
UBS Group
Switzerland
$2.56M 47,896 -219 -0.5%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.51M 46,839 +46,839 New
Stifel Financial
19
Stifel Financial
Missouri
$2.42M 45,185 +23,643 +110%
VF
20
Virtu Financial
New York
$2.22M 41,535 +41,535 New
AAS
21
Annex Advisory Services
Wisconsin
$2.21M 41,212 +2,862 +7%
SWP
22
Stratos Wealth Partners
Ohio
$2.14M 39,911 +1,496 +4%
Citadel Advisors
23
Citadel Advisors
Florida
$1.99M 37,217 +37,217 New
CAN
24
Cetera Advisor Networks
California
$1.72M 32,133 -176 -0.5%
PWM
25
Patriot Wealth Management
Texas
$1.67M 31,271 +504 +2%