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iShares Core 80/20 Aggressive Allocation ETF

44 hedge funds and large institutions have $23.8M invested in iShares Core 80/20 Aggressive Allocation ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

16% more funds holding

Funds holding: 3844 (+6)

5% more capital invested

Capital invested by funds: $22.6M → $23.8M (+$1.21M)

0.22% more ownership

Funds ownership: 8.63%8.85% (+0.22%)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oakworth Capital
Alabama
$210K
WA
27
Waverly Advisors
Alabama
$137K +$15.1K +325 +12%
AWM
28
Avior Wealth Management
Nebraska
$126K +$9.22K +198 +8%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$124K +$5.59K +120 +5%
U
30
UBS
Switzerland
$87K -$15.8K -339 -15%
Creative Planning
31
Creative Planning
Kansas
$79K +$17.8K +382 +28%
PAG
32
Private Advisor Group
New Jersey
$61K +$62.2K +1,335 New
FWM
33
Focused Wealth Management
New York
$38K +$3.12K +67 +9%
RIA
34
Regal Investment Advisors
Michigan
$27K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$27K +$27.9K +600 New
PIA
36
Peachtree Investment Advisors
Georgia
$21K +$21K +450 New
MFS
37
MSI Financial Services
Massachusetts
$16K +$14K +300 +600%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$12K +$11.9K +255 New
Citigroup
39
Citigroup
New York
$11K
BPBT
40
Boston Private Bank & Trust
Massachusetts
$9K +$9.31K +200 New
CFG
41
CKW Financial Group
Hawaii
$7K
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$7K +$6.71K +144 New
GAM
43
Gemmer Asset Management
California
$5K +$5.36K +115 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$175 -$8.15K -175 -4%
PAS
45
Partnervest Advisory Services
California
-$87K -1,847 Closed
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
-$24K -500 Closed