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iShares Core 80/20 Aggressive Allocation ETF

155 hedge funds and large institutions have $202M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 20 closing their positions.

Holders
155
Holders Change
+5
Holders Change %
+3.33%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
30
Increased
57
Reduced
45
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
$37.9M 708,742 -271,017 -28%
AssetMark Inc
2
AssetMark Inc
California
$13.8M 257,132 +257,132 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.7M 218,697 +6,685 +3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$10.1M 189,531 +18,845 +11%
LIA
5
LBMC Investment Advisors
Tennessee
$8.03M 149,993 +8,629 +6%
TC
6
Trilogy Capital
California
$7.36M 137,570 +32,273 +31%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$6.71M 125,441 +81,069 +183%
Wells Fargo
8
Wells Fargo
California
$5.23M 97,676 -2,914,684 -97%
AIP
9
Ahrens Investment Partners
Louisiana
$4.71M 87,985 -34,758 -28%
LPL Financial
10
LPL Financial
California
$4.7M 87,739 -3,070 -3%
PAMG
11
Patton Albertson Miller Group
Tennessee
$4.13M 77,083 +989 +1%
MSA
12
Marino Stram & Associates
Massachusetts
$3.15M 58,931 -1,179 -2%
Morgan Stanley
13
Morgan Stanley
New York
$3.14M 58,672 -17,538 -23%
MFS
14
Madrona Financial Services
Washington
$2.94M 54,891 -1,608 -3%
Stifel Financial
15
Stifel Financial
Missouri
$2.89M 54,025 +16,060 +42%
Jane Street
16
Jane Street
New York
$2.71M 50,652 +50,652 New
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$2.69M 50,177 +117 +0.2%
NWM
18
Northwest Wealth Management
Iowa
$2.59M 48,323 +7,690 +19%
PWAG
19
Polaris Wealth Advisory Group
California
$2.5M 46,216 +1,913 +4%
Ameriprise
20
Ameriprise
Minnesota
$2.45M 45,537 +12,550 +38%
AAS
21
Annex Advisory Services
Wisconsin
$2.42M 45,162 +3,316 +8%
ACS
22
Archford Capital Strategies
Illinois
$2.35M 43,943 +12,136 +38%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.34M 43,797 +3,575 +9%
WA
24
Waverly Advisors
Alabama
$2.31M 43,059 +5,381 +14%
RA
25
RFG Advisory
Alabama
$2.17M 40,501 -93,381 -70%