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iShares Core 80/20 Aggressive Allocation ETF

161 hedge funds and large institutions have $202M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 8 closing their positions.

Holders
161
Holders Change
+6
Holders Change %
+3.87%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
55
Reduced
62
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$33.5M 606,544 -102,198 -14%
AssetMark Inc
2
AssetMark Inc
California
$15M 271,597 +14,465 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12M 216,775 -1,922 -0.9%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$10.3M 185,957 -3,574 -2%
LIA
5
LBMC Investment Advisors
Tennessee
$8.32M 150,789 +796 +0.5%
TC
6
Trilogy Capital
California
$8.28M 150,490 +12,920 +9%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$6.99M 126,781 +1,340 +1%
LPL Financial
8
LPL Financial
California
$5.22M 94,628 +6,889 +8%
AIP
9
Ahrens Investment Partners
Louisiana
$4.52M 81,986 -5,999 -7%
PAMG
10
Patton Albertson Miller Group
Tennessee
$4.36M 81,039 +3,956 +5%
Morgan Stanley
11
Morgan Stanley
New York
$3.13M 56,755 -1,917 -3%
MSA
12
Marino Stram & Associates
Massachusetts
$3.07M 55,605 -3,326 -6%
Wells Fargo
13
Wells Fargo
California
$3.06M 55,509 -42,167 -43%
Stifel Financial
14
Stifel Financial
Missouri
$2.9M 52,615 -1,410 -3%
NWM
15
Northwest Wealth Management
Iowa
$2.81M 50,964 +2,641 +5%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$2.73M 49,406 -771 -2%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.71M 49,042 +12,331 +34%
WA
18
Waverly Advisors
Alabama
$2.64M 47,910 +4,851 +11%
PWAG
19
Polaris Wealth Advisory Group
California
$2.63M 47,381 +1,165 +3%
AAS
20
Annex Advisory Services
Wisconsin
$2.59M 47,012 +1,850 +4%
ACS
21
Archford Capital Strategies
Illinois
$2.39M 43,306 -637 -1%
Ameriprise
22
Ameriprise
Minnesota
$2.16M 39,199 -6,338 -14%
WP
23
WealthPLAN Partners
Nebraska
$2.16M 40,058 +40,058 New
WWM
24
Western Wealth Management
Colorado
$2.12M 38,351 +4,633 +14%
MFS
25
Madrona Financial Services
Washington
$2M 36,227 -18,664 -34%