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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

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.

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
–

Top Buyers

1
LIA
1
LBMC Investment Advisors
Tennessee
$3.25M
2
AF
2
Allworth Financial
California
$593K
3
Goldman Sachs
3
Goldman Sachs
New York
$299K
4
Ameriprise
4
Ameriprise
Minnesota
$1.59M
5
VKH
5
Virtu KCG Holdings
New York
$743K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$256K
2
Wells Fargo
2
Wells Fargo
California
$304K
3
LPL Financial
3
LPL Financial
California
$1.85M
4
PAS
4
Partnervest Advisory Services
California
$0
5
EA
5
Efficient Advisors
Ohio
$948K
Name Market Value Shares Shares
Change 		Shares
Change %
OC
26
Oakworth Capital
Alabama
$210K 4,475 – –
WA
27
Waverly Advisors
Alabama
$137K 3,000 +325 +12%
AWM
28
Avior Wealth Management
Nebraska
$126K 2,768 +198 +8%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$124K 2,719 +120 +5%
U
30
UBS
Switzerland
$87K 1,908 -339 -15%
Creative Planning
31
Creative Planning
Kansas
$79K 1,725 +382 +28%
PAG
32
Private Advisor Group
New Jersey
$61K 1,335 +1,335 New
FWM
33
Focused Wealth Management
New York
$38K 842 +67 +9%
RIA
34
Regal Investment Advisors
Michigan
$27K 600 – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$27K 600 +600 New
PIA
36
Peachtree Investment Advisors
Georgia
$21K 450 +450 New
MFS
37
MSI Financial Services
Massachusetts
$16K 350 +300 +600%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$12K 255 +255 New
Citigroup
39
Citigroup
New York
$11K 250 – –
BPBT
40
Boston Private Bank & Trust
Massachusetts
$9K 200 +200 New
CFG
41
CKW Financial Group
Hawaii
$7K 154 – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$7K 144 +144 New
GAM
43
Gemmer Asset Management
California
$5K 115 +115 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$175 3,840 -175 -4%
PAS
45
Partnervest Advisory Services
California
– – -1,847 Closed
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
– – -500 Closed
1
2