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iShares Core 80/20 Aggressive Allocation ETF

56 hedge funds and large institutions have $77.4M invested in iShares Core 80/20 Aggressive Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
20
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$278K 6,015 -7,472 -55%
AIG
27
American International Group
New York
$235K 5,074 -26 -0.5%
GIM
28
Goelzer Investment Management
Indiana
$222K 4,807 -533 -10%
WPW
29
Waldron Private Wealth
Pennsylvania
$216K 4,670 +4,670 New
UBS Group
30
UBS Group
Switzerland
$216K 4,671 +4,671 New
OC
31
Oakworth Capital
Alabama
$207K 4,475
OAJ
32
Ogorek Anthony Joseph
New York
$200K 4,328 +4,328 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$171K 3,689 +970 +36%
SIG
34
Stanford Investment Group
California
$156K 3,377 +3,377 New
WA
35
Waverly Advisors
Alabama
$154K 3,329 +329 +11%
AWM
36
Avior Wealth Management
Nebraska
$128K 2,768
Creative Planning
37
Creative Planning
Kansas
$52K 1,118 -607 -35%
NPC
38
National Planning Corporation
California
$49.8K 1,091 +1,091 New
FWM
39
Focused Wealth Management
New York
$39K 843 +1 +0.1%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$28K 600
RIA
41
Regal Investment Advisors
Michigan
$28K 600
PIA
42
Peachtree Investment Advisors
Georgia
$21K 450
AIP
43
Ameritas Investment Partners
Nebraska
$16K 360 +360 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$14K 311 +56 +22%
DADC
45
D.A. Davidson & Co
Montana
$13K 286 +286 New
Citigroup
46
Citigroup
New York
$12K 250
MFS
47
MSI Financial Services
Massachusetts
$9K 200 -150 -43%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$9K 186 +42 +29%
BPBT
49
Boston Private Bank & Trust
Massachusetts
$8K 180 -20 -10%
CFG
50
CKW Financial Group
Hawaii
$7K 154