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iShares Core 80/20 Aggressive Allocation ETF

155 hedge funds and large institutions have $213M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
10
Increased
73
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$33.9M 616,397 +9,853 +2%
AssetMark Inc
2
AssetMark Inc
California
$17.4M 317,123 +45,526 +17%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$12.7M 231,783 +45,826 +25%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.6M 210,575 -6,200 -3%
TC
5
Trilogy Capital
California
$10.5M 192,792 +42,302 +28%
LIA
6
LBMC Investment Advisors
Tennessee
$8.31M 151,355 +566 +0.4%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$7.24M 131,883 +5,102 +4%
LPL Financial
8
LPL Financial
California
$5.17M 94,047 -581 -0.6%
PAMG
9
Patton Albertson Miller Group
Tennessee
$4.46M 81,155 +116 +0.1%
AIP
10
Ahrens Investment Partners
Louisiana
$4.23M 77,016 -4,970 -6%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$3.7M 67,374 +18,332 +37%
Morgan Stanley
12
Morgan Stanley
New York
$3.17M 57,720 +965 +2%
MSA
13
Marino Stram & Associates
Massachusetts
$3.07M 55,870 +265 +0.5%
WP
14
WealthPLAN Partners
Nebraska
$2.97M 52,643 +12,585 +31%
NWM
15
Northwest Wealth Management
Iowa
$2.93M 53,421 +2,457 +5%
Ameriprise
16
Ameriprise
Minnesota
$2.9M 52,798 +13,599 +35%
WA
17
Waverly Advisors
Alabama
$2.88M 52,356 +4,446 +9%
AAS
18
Annex Advisory Services
Wisconsin
$2.77M 50,487 +3,475 +7%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$2.65M 48,295 -1,111 -2%
PWAG
20
Polaris Wealth Advisory Group
California
$2.61M 48,807 +1,426 +3%
Jane Street
21
Jane Street
New York
$2.5M 45,539 +41,462 +1,017%
Wells Fargo
22
Wells Fargo
California
$2.3M 41,844 -13,665 -25%
ACS
23
Archford Capital Strategies
Illinois
$2.27M 41,337 -1,969 -5%
WWM
24
Western Wealth Management
Colorado
$2.16M 39,318 +967 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.05M 37,260 +3,304 +10%