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iShares Core 80/20 Aggressive Allocation ETF

145 hedge funds and large institutions have $180M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
15
Increased
61
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$27.5M 514,521 +27,541 +6%
CWM
2
Cornerstone Wealth Management
Missouri
$19M 1,009,610 +997,051 +7,939%
AIP
3
Ahrens Investment Partners
Louisiana
$9.88M 184,980 +2,012 +1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.37M 156,684 +3,161 +2%
LIA
5
LBMC Investment Advisors
Tennessee
$6.85M 128,315 +7,476 +6%
LPL Financial
6
LPL Financial
California
$6.53M 122,201 +16,451 +16%
Jane Street
7
Jane Street
New York
$6.2M 116,179 -22,136 -16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.61M 105,001 +3,232 +3%
Wells Fargo
9
Wells Fargo
California
$4.06M 76,100 -4,168 -5%
PAMG
10
Patton Albertson Miller Group
Tennessee
$3.97M 74,402 +2,701 +4%
Morgan Stanley
11
Morgan Stanley
New York
$3.52M 65,911 -3,473 -5%
MSA
12
Marino Stram & Associates
Massachusetts
$3.02M 56,454 +5,120 +10%
MFS
13
Madrona Financial Services
Washington
$2.94M 55,090 -1,413 -3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$2.87M 53,608
Stifel Financial
15
Stifel Financial
Missouri
$2.75M 51,429 +6,244 +14%
BCM
16
Brookstone Capital Management
Illinois
$2.72M 50,871 +30,957 +155%
PWAG
17
Polaris Wealth Advisory Group
California
$2.55M 47,709 -180 -0.4%
VF
18
Virtu Financial
New York
$2.45M 45,824 +4,289 +10%
AAS
19
Annex Advisory Services
Wisconsin
$2.35M 44,044 +2,832 +7%
ACS
20
Archford Capital Strategies
Illinois
$2.23M 41,779 -7,252 -15%
UBS Group
21
UBS Group
Switzerland
$2.22M 41,487 -6,409 -13%
SWP
22
Stratos Wealth Partners
Ohio
$2.16M 40,467 +556 +1%
NWM
23
Northwest Wealth Management
Iowa
$1.88M 35,173 +3,928 +13%
TC
24
Trilogy Capital
California
$1.78M 33,346 +3,993 +14%
CAN
25
Cetera Advisor Networks
California
$1.72M 32,147 +14 +0%