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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

150 hedge funds and large institutions have $363M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 24 closing their positions.

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
37
Increased
56
Reduced
34
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$146M
2
RJA
2
Raymond James & Associates
Florida
$26.3M
3
Bank of America
3
Bank of America
North Carolina
$47.6M
4
RA
4
RFG Advisory
Alabama
$6.5M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$5.52M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$889K
2
Jane Street
2
Jane Street
New York
$0
3
AIP
3
Ahrens Investment Partners
Louisiana
$5.96M
4
LPL Financial
4
LPL Financial
California
$4.41M
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$146M 3,012,360 +2,936,233 +3,857%
Bank of America
2
Bank of America
North Carolina
$47.6M 979,759 +499,040 +104%
RJA
3
Raymond James & Associates
Florida
$26.3M 541,778 +530,877 +4,870%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.3M 212,012 +20,746 +11%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.29M 170,686 +1,461 +0.9%
LIA
6
LBMC Investment Advisors
Tennessee
$6.86M 141,364 +6,773 +5%
RIA
7
Regal Investment Advisors
Michigan
$6.77M 139,354 +5,603 +4%
RA
8
RFG Advisory
Alabama
$6.5M 133,882 +128,686 +2,477%
AIP
9
Ahrens Investment Partners
Louisiana
$5.96M 122,743 -52,118 -30%
CSPIA
10
Cary Street Partners Investment Advisory
Virginia
$5.52M 113,632 +113,632 New
TC
11
Trilogy Capital
California
$5.11M 105,297 +53,026 +101%
LPL Financial
12
LPL Financial
California
$4.41M 90,809 -40,008 -31%
PAMG
13
Patton Albertson Miller Group
Tennessee
$3.93M 76,094 +2,567 +3%
Morgan Stanley
14
Morgan Stanley
New York
$3.7M 76,210 +21,552 +39%
MSA
15
Marino Stram & Associates
Massachusetts
$2.9M 60,110 +2,101 +4%
MFS
16
Madrona Financial Services
Washington
$2.74M 56,499 -1,100 -2%
UBS Group
17
UBS Group
Switzerland
$2.54M 52,337 +31,001 +145%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$2.43M 50,060 +50,060 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.2M 45,163 -388 -0.9%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$2.17M 44,372 +44,372 New
PWAG
21
Polaris Wealth Advisory Group
California
$2.15M 44,303 -570 -1%
AAS
22
Annex Advisory Services
Wisconsin
$2.03M 41,846 +2,676 +7%
NWM
23
Northwest Wealth Management
Iowa
$1.97M 40,633 +3,133 +8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.95M 40,222 +33,769 +523%
Stifel Financial
25
Stifel Financial
Missouri
$1.84M 37,965 -14,851 -28%
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