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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

107 hedge funds and large institutions have $142M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
54
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
1
Virtu Financial
New York
$1.73M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.5M
3
Bank of America
3
Bank of America
North Carolina
$25.3M
4
GFPC
4
Global Financial Private Capital
Florida
$1.12M
5
UBS Group
5
UBS Group
Switzerland
$1.78M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Jane Street
2
Jane Street
New York
$1.19M
3
PAMG
3
Patton Albertson Miller Group
Tennessee
$3.76M
4
VWA
4
V Wealth Advisors
Kansas
$0
5
LPL Financial
5
LPL Financial
California
$4.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
26
Jackson Wealth Management
Florida
$1.2M 22,256 +1,012 +5%
Jane Street
27
Jane Street
New York
$1.19M 22,143 -5,980 -21%
AWM
28
Avior Wealth Management
Nebraska
$1.14M 21,313 -485 -2%
GFPC
29
Global Financial Private Capital
Florida
$1.12M 3,748 +3,748 New
EA
30
Efficient Advisors
Ohio
$1.12M 20,847 +197 +1%
PAG
31
Private Advisor Group
New Jersey
$1.09M 20,330 +3,193 +19%
PA
32
Parallel Advisors
California
$1.04M 19,158 +980 +5%
Stifel Financial
33
Stifel Financial
Missouri
$1.03M 19,266 +1,422 +8%
Ameriprise
34
Ameriprise
Minnesota
$992K 18,509 +976 +6%
ACP
35
Aveo Capital Partners
Colorado
$938K 17,510 +17 +0.1%
FA
36
FDx Advisors
Illinois
$936K 17,472 +477 +3%
UCFA
37
United Capital Financial Advisors
Texas
$914K 17,057 -200 -1%
SCM
38
Stonehearth Capital Management
Massachusetts
$874K 16,305 +101 +0.6%
CMP
39
Courage Miller Partners
Virginia
$844K 15,757 +28 +0.2%
JFA
40
JNBA Financial Advisors
Minnesota
$800K 14,927 +307 +2%
CWM
41
Circle Wealth Management
New Jersey
$773K 14,422 +1,975 +16%
RCG
42
Ruggie Capital Group
Florida
$754K 14,075 +229 +2%
SFG
43
StrategIQ Financial Group
Indiana
$722K 13,474 -2,882 -18%
CCA
44
Clearwater Capital Advisors
Illinois
$625K 11,629 +2,957 +34%
CAMG
45
CWA Asset Management Group
Florida
$620K 11,579 +427 +4%
OC
46
Oppenheimer & Co
New York
$582K 10,865 -2,250 -17%
AG
47
Advisor Group
Arizona
$559K 10,442 +2,090 +25%
CWM
48
Cornerstone Wealth Management
Missouri
$538K 10,028 +616 +7%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$519K 9,693 +682 +8%
HH
50
Hilltop Holdings
Texas
$488K 9,099 +9,099 New
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