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iShares Core 80/20 Aggressive Allocation ETF

177 hedge funds and large institutions have $215M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 35 closing their positions.

Holders
177
Holders Change
-12
Holders Change %
-6.35%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
65
Reduced
53
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$28M 590,980 -39,966 -6%
AssetMark Inc
2
AssetMark Inc
California
$16M 336,603 +3,531 +1%
Wells Fargo
3
Wells Fargo
California
$15.7M 331,595 +235,585 +245%
RJA
4
Raymond James & Associates
Florida
$12.9M 272,774 +263,449 +2,825%
TC
5
Trilogy Capital
California
$12.5M 246,038 +35,707 +17%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$12.1M 255,360 +7,803 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.47M 157,347 -38,468 -20%
LIA
8
LBMC Investment Advisors
Tennessee
$7.32M 154,323 -1,121 -0.7%
LPL Financial
9
LPL Financial
California
$4.87M 102,610 +5,047 +5%
PAA
10
Peregrine Asset Advisers
Oregon
$4.12M 86,876 +86,876 New
Osaic Holdings
11
Osaic Holdings
Arizona
$4.1M 196,222 +196,222 New
PAMG
12
Patton Albertson Miller Group
Tennessee
$4.04M 85,035 +918 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.75M 79,068 +14,176 +22%
NWM
14
Northwest Wealth Management
Iowa
$3.21M 67,567 +888 +1%
AIP
15
Ahrens Investment Partners
Louisiana
$2.68M 56,422 -15,423 -21%
Morgan Stanley
16
Morgan Stanley
New York
$2.57M 54,186 -10,678 -16%
WA
17
Waverly Advisors
Alabama
$2.35M 49,573 -6,442 -12%
WC
18
Waterloo Capital
Texas
$2.32M 48,835 +48,835 New
PWAG
19
Polaris Wealth Advisory Group
California
$2.26M 47,533 -293 -0.6%
WP
20
WealthPLAN Partners
Nebraska
$2.15M 42,547 -10,254 -19%
MSA
21
Marino Stram & Associates
Massachusetts
$2.09M 44,004 -10,259 -19%
ACP
22
Aveo Capital Partners
Colorado
$1.91M 40,152 +5,476 +16%
ACS
23
Archford Capital Strategies
Illinois
$1.88M 39,636 -1,079 -3%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$1.77M 37,256 -12,190 -25%
CCM
25
Canal Capital Management
Virginia
$1.73M 36,488 -996 -3%