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iShares Core 80/20 Aggressive Allocation ETF

140 hedge funds and large institutions have $179M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 20 closing their positions.

Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
15
Increased
58
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$26.3M 480,719 -33,802 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.4M 191,266 +86,265 +82%
CWM
3
Cornerstone Wealth Management
Missouri
$9.89M 531,282 -478,328 -47%
AIP
4
Ahrens Investment Partners
Louisiana
$9.55M 174,861 -10,119 -5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.25M 169,225 +12,541 +8%
LIA
6
LBMC Investment Advisors
Tennessee
$7.35M 134,591 +6,276 +5%
RIA
7
Regal Investment Advisors
Michigan
$7.31M 133,751 +133,751 New
LPL Financial
8
LPL Financial
California
$7.15M 130,817 +8,616 +7%
Jane Street
9
Jane Street
New York
$5.95M 108,942 -7,237 -6%
Wells Fargo
10
Wells Fargo
California
$4.16M 76,127 +27 +0%
PAMG
11
Patton Albertson Miller Group
Tennessee
$3.69M 73,527 -875 -1%
MSA
12
Marino Stram & Associates
Massachusetts
$3.17M 58,009 +1,555 +3%
MFS
13
Madrona Financial Services
Washington
$3.15M 57,599 +2,509 +5%
Morgan Stanley
14
Morgan Stanley
New York
$2.99M 54,658 -11,253 -17%
Stifel Financial
15
Stifel Financial
Missouri
$2.89M 52,816 +1,387 +3%
TC
16
Trilogy Capital
California
$2.86M 52,271 +18,925 +57%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.49M 45,551 -8,057 -15%
PWAG
18
Polaris Wealth Advisory Group
California
$2.45M 44,873 -2,836 -6%
AAS
19
Annex Advisory Services
Wisconsin
$2.14M 39,170 -4,874 -11%
ACS
20
Archford Capital Strategies
Illinois
$2.05M 37,592 -4,187 -10%
NWM
21
Northwest Wealth Management
Iowa
$2.05M 37,500 +2,327 +7%
SWP
22
Stratos Wealth Partners
Ohio
$2.02M 36,964 -3,503 -9%
WA
23
Waverly Advisors
Alabama
$1.78M 32,494 +894 +3%
PWM
24
Patriot Wealth Management
Texas
$1.68M 30,717 +389 +1%
JWM
25
Jackson Wealth Management
Florida
$1.66M 30,346 +592 +2%