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iShares Core 80/20 Aggressive Allocation ETF

177 hedge funds and large institutions have $231M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
68
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$34.6M +$64.6K +1,114 +0.2%
AssetMark Inc
2
AssetMark Inc
California
$20.2M +$2.47M +42,609 +14%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$18.7M +$133K +2,295 +0.7%
TC
4
Trilogy Capital
California
$13.1M +$74.5K +1,284 +0.6%
LIA
5
LBMC Investment Advisors
Tennessee
$9.18M +$141K +2,436 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.57M -$25.1K -433 -0.3%
PAA
7
Peregrine Asset Advisers
Oregon
$5.93M -$6.15K -106 -0.1%
PAMG
8
Patton Albertson Miller Group
Tennessee
$5.68M +$29.1K +501 +0.5%
LPL Financial
9
LPL Financial
California
$5.33M -$364K -6,271 -6%
Morgan Stanley
10
Morgan Stanley
New York
$4.72M +$428K +7,384 +10%
NWM
11
Northwest Wealth Management
Iowa
$4.06M +$87.7K +1,513 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.2M -$212K -3,754 -6%
WA
13
Waverly Advisors
Alabama
$2.95M -$333K -5,872 -10%
Jane Street
14
Jane Street
New York
$2.79M -$451K -7,774 -14%
AIP
15
Ahrens Investment Partners
Louisiana
$2.78M -$319K -5,509 -10%
Wells Fargo
16
Wells Fargo
California
$2.48M +$1.08M +18,682 +77%
Citadel Advisors
17
Citadel Advisors
Florida
$2.44M +$861K +14,844 +55%
MSA
18
Marino Stram & Associates
Massachusetts
$2.37M -$104K -1,801 -4%
SW
19
SteelPeak Wealth
California
$2.37M +$79.1K +1,364 +3%
ACP
20
Aveo Capital Partners
Colorado
$2.35M +$2.35M +40,552 New
KAS
21
Kestra Advisory Services
Texas
$2.23M +$2.23M +38,467 New
ACS
22
Archford Capital Strategies
Illinois
$2.23M -$94.8K -1,635 -4%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.22M -$170K -2,934 -7%
CCM
24
Canal Capital Management
Virginia
$2.21M +$45.4K +783 +2%
VWA
25
Visionary Wealth Advisors
Illinois
$2.1M +$16.8K +290 +0.8%