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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

206 hedge funds and large institutions have $278M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
206
Holders Change
+29
Holders Change %
+16.38%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
44
Increased
91
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$18.8M
2
Wells Fargo
2
Wells Fargo
California
$5.05M
3
Bank of America
3
Bank of America
North Carolina
$39.8M
4
VFP
4
Verus Financial Partners
Virginia
$1.34M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.14M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
ACP
2
Aveo Capital Partners
Colorado
$0
3
Jane Street
3
Jane Street
New York
$1.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.54M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39.8M 620,362 +23,742 +4%
AssetMark Inc
2
AssetMark Inc
California
$22.3M 348,184 -742 -0.2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$21.2M 330,676 +8,577 +3%
TC
4
Trilogy Capital
California
$18.8M 292,398 +66,802 +30%
LIA
5
LBMC Investment Advisors
Tennessee
$10.3M 160,681 +2,379 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.71M 151,255 +3,519 +2%
PAMG
7
Patton Albertson Miller Group
Tennessee
$7.03M 104,422 +6,571 +7%
LPL Financial
8
LPL Financial
California
$6.98M 108,754 +16,837 +18%
PAA
9
Peregrine Asset Advisers
Oregon
$6.51M 101,428 -843 -0.8%
Wells Fargo
10
Wells Fargo
California
$5.05M 78,719 +35,924 +84%
Morgan Stanley
11
Morgan Stanley
New York
$4.86M 75,780 -5,607 -7%
NWM
12
Northwest Wealth Management
Iowa
$4.85M 75,500 +5,424 +8%
FHC
13
Fort Henry Capital
West Virginia
$3.81M 59,288 +59,288 New
WA
14
Waverly Advisors
Alabama
$3.77M 56,211 +4,152 +8%
KAS
15
Kestra Advisory Services
Texas
$3.47M 53,961 +15,494 +40%
AIP
16
Ahrens Investment Partners
Louisiana
$2.99M 46,536 -1,436 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.77M 43,110 -13,499 -24%
MSA
18
Marino Stram & Associates
Massachusetts
$2.53M 39,464 -1,424 -3%
SW
19
SteelPeak Wealth
California
$2.52M 39,191 -1,672 -4%
CCM
20
Canal Capital Management
Virginia
$2.5M 38,974 +799 +2%
ACS
21
Archford Capital Strategies
Illinois
$2.48M 37,830 -587 -2%
VWA
22
Visionary Wealth Advisors
Illinois
$2.33M 36,357 +156 +0.4%
MFS
23
Madrona Financial Services
Washington
$2.25M 35,062 +3,394 +11%
SFG
24
StrategIQ Financial Group
Indiana
$2.2M 34,261 +1,564 +5%
Stifel Financial
25
Stifel Financial
Missouri
$2.14M 33,377 +20,712 +164%
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