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iShares Core 80/20 Aggressive Allocation ETF

189 hedge funds and large institutions have $244M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 78 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+34
Holders Change %
+21.94%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
78
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$36.6M 630,946 +14,549 +2%
AssetMark Inc
2
AssetMark Inc
California
$19.3M 333,072 +15,949 +5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$14.4M 247,557 +15,774 +7%
TC
4
Trilogy Capital
California
$12.2M 210,331 +17,539 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.4M 195,815 -14,760 -7%
LIA
6
LBMC Investment Advisors
Tennessee
$9.02M 155,444 +4,089 +3%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$7.43M 126,992 -4,891 -4%
LPL Financial
8
LPL Financial
California
$5.66M 97,563 +3,516 +4%
Wells Fargo
9
Wells Fargo
California
$5.57M 96,010 +54,166 +129%
PAMG
10
Patton Albertson Miller Group
Tennessee
$4.88M 84,117 +2,962 +4%
AIP
11
Ahrens Investment Partners
Louisiana
$4.17M 71,845 -5,171 -7%
NWM
12
Northwest Wealth Management
Iowa
$3.87M 66,679 +13,258 +25%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.76M 64,892 +27,632 +74%
Morgan Stanley
14
Morgan Stanley
New York
$3.76M 64,864 +7,144 +12%
WA
15
Waverly Advisors
Alabama
$3.3M 56,015 +3,659 +7%
MSA
16
Marino Stram & Associates
Massachusetts
$3.15M 54,263 -1,607 -3%
WP
17
WealthPLAN Partners
Nebraska
$3.14M 52,801 +158 +0.3%
AAS
18
Annex Advisory Services
Wisconsin
$3.05M 52,587 +2,100 +4%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$2.87M 49,446 +1,151 +2%
AWM
20
AE Wealth Management
Kansas
$2.84M 48,998 +30,576 +166%
PWAG
21
Polaris Wealth Advisory Group
California
$2.82M 47,826 -981 -2%
ACS
22
Archford Capital Strategies
Illinois
$2.36M 40,715 -622 -2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.35M 42,175 -25,199 -37%
WWM
24
Western Wealth Management
Colorado
$2.33M 40,229 +911 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$2.18M 37,600 +23,736 +171%