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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

33 hedge funds and large institutions have $17.9M invested in iShares Core 80/20 Aggressive Allocation ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VKH
1
Virtu KCG Holdings
New York
$1.46M
2
Bank of America
2
Bank of America
North Carolina
$2.42M
3
U
3
UBS
Switzerland
$1.21M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$632K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$253K

Top Sellers

1
GIM
1
Goelzer Investment Management
Indiana
$299K
2
Jane Street
2
Jane Street
New York
$205K
3
VFS
3
VSR Financial Services
Kansas
$434K
4
NC
4
NewSquare Capital
Pennsylvania
$287K
5
AAS
5
Annex Advisory Services
Wisconsin
$601K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$31K 731 +731 New
PAS
27
Partnervest Advisory Services
California
$27K 650 +312 +92%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$25K 600 -500 -45%
RIA
29
Regal Investment Advisors
Michigan
$25K 600 – –
Wells Fargo
30
Wells Fargo
California
$21K 500 -301 -38%
PWAG
31
Polaris Wealth Advisory Group
California
$14.4K 343 – –
Citigroup
32
Citigroup
New York
$10K 250 – –
MFS
33
MSI Financial Services
Massachusetts
$2K 50 – –
AA
34
AlphaMark Advisors
Kentucky
– – -800 Closed
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
– – -1 Closed
1
2