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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

134 hedge funds and large institutions have $160M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
134
Holders Change
+27
Holders Change %
+25.23%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
36
Increased
48
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.8M
2
CL
2
Cabana LLC
Arkansas
$2.99M
3
MSA
3
Marino Stram & Associates
Massachusetts
$2.67M
4
TC
4
Trilogy Capital
California
$1.52M
5
LFS
5
Legacy Financial Strategies
Kansas
$1.36M

Top Sellers

1
RIA
1
Regal Investment Advisors
Michigan
$0
2
VF
2
Virtu Financial
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
PAG
4
Private Advisor Group
New Jersey
$305K
5
HH
5
Hilltop Holdings
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
26
Legacy Financial Strategies
Kansas
$1.36M 25,223 +25,223 New
BCM
27
Brookstone Capital Management
Illinois
$1.32M 24,443 +16,156 +195%
JWM
28
Jackson Wealth Management
Florida
$1.29M 23,357 +1,101 +5%
SWM
29
Shakespeare Wealth Management
Wisconsin
$1.28M 23,694 +23,694 New
AF
30
Allworth Financial
California
$1.25M 23,108 -1,071 -4%
GFPC
31
Global Financial Private Capital
Florida
$1.2M 5,251 +1,503 +40%
NWM
32
Northwest Wealth Management
Iowa
$1.19M 22,165 -2,121 -9%
Stifel Financial
33
Stifel Financial
Missouri
$1.16M 21,542 +2,276 +12%
AF
34
Advisornet Financial
Minnesota
$1.12M 20,744 +20,744 New
EA
35
Efficient Advisors
Ohio
$1.1M 20,334 -513 -2%
PA
36
Parallel Advisors
California
$1.03M 19,158 – –
FA
37
FDx Advisors
Illinois
$1.03M 19,031 +1,559 +9%
ACP
38
Aveo Capital Partners
Colorado
$993K 18,426 +916 +5%
UCFA
39
United Capital Financial Advisors
Texas
$919K 17,057 – –
VA
40
Valmark Advisers
Ohio
$886K 16,444 +16,444 New
SCM
41
Stonehearth Capital Management
Massachusetts
$876K 16,266 -39 -0.2%
JFA
42
JNBA Financial Advisors
Minnesota
$853K 15,832 +905 +6%
SFG
43
StrategIQ Financial Group
Indiana
$772K 14,325 +851 +6%
CMP
44
Courage Miller Partners
Virginia
$766K 14,220 -1,537 -10%
CWM
45
Circle Wealth Management
New Jersey
$765K 14,195 -227 -2%
RCG
46
Ruggie Capital Group
Florida
$765K 14,202 +127 +0.9%
BTS
47
BB&T Securities
Virginia
$758K 14,083 +8,808 +167%
SI
48
Stephens Inc
Arkansas
$686K 12,735 +12,735 New
CAMG
49
CWA Asset Management Group
Florida
$680K 12,625 +1,046 +9%
CCA
50
Clearwater Capital Advisors
Illinois
$643K 11,938 +309 +3%
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