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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

75 hedge funds and large institutions have $61.2M invested in iShares Core 80/20 Aggressive Allocation ETF in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$8.23M
2
Jane Street
2
Jane Street
New York
$3.39M
3
MFS
3
Madrona Financial Services
Washington
$1.35M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.46M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.84M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.68M
2
Bank of America
2
Bank of America
North Carolina
$3.97M
3
BC
3
Brinker Capital
Pennsylvania
$0
4
JCM
4
Janney Capital Management
Pennsylvania
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$517K +$589 +13 +0.1%
CAMG
27
CWA Asset Management Group
Florida
$479K -$102K -2,247 -18%
Morgan Stanley
28
Morgan Stanley
New York
$477K -$272K -5,996 -36%
FA
29
FDx Advisors
Illinois
$448K +$84.9K +1,872 +23%
SFG
30
StrategIQ Financial Group
Indiana
$447K +$90.7K +2,003 +25%
BSWM
31
Boston Standard Wealth Management
Massachusetts
$444K +$444K +9,780 New
UBS Group
32
UBS Group
Switzerland
$424K -$25.1K -555 -6%
RA
33
RFG Advisory
Alabama
$417K +$417K +9,221 New
WA
34
Waverly Advisors
Alabama
$388K +$388K +8,571 New
SBL
35
Sargent Bickham Lagudis
Colorado
$322K +$322K +7,112 New
JWA
36
JFS Wealth Advisors
Pennsylvania
$314K +$5.16K +114 +2%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$309K +$39.9K +880 +15%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$290K +$255K +5,624 +725%
ICAS
39
Investors Capital Advisory Services
Massachusetts
$285K – – –
RJFSA
40
Raymond James Financial Services Advisors
Florida
$285K +$285K +6,301 New
AIG
41
American International Group
New York
$260K +$27.3K +602 +12%
PAG
42
Private Advisor Group
New Jersey
$253K +$253K +5,588 New
VFA
43
Voya Financial Advisors
Connecticut
$230K +$230K +5,059 New
VFP
44
Verus Financial Partners
Virginia
$226K +$226K +4,980 New
AWM
45
Avior Wealth Management
Nebraska
$222K +$88.7K +1,960 +67%
WPW
46
Waldron Private Wealth
Pennsylvania
$211K – – –
SG
47
Strid Group
Pennsylvania
$210K +$45 +1 +0%
OAJ
48
Ogorek Anthony Joseph
New York
$203K +$18.6K +411 +10%
OC
49
Oakworth Capital
Alabama
$149K – – –
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$148K -$123K -2,726 -45%
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