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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

30 hedge funds and large institutions have $12.9M invested in iShares Core 80/20 Aggressive Allocation ETF in 2013 Q2 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
30
Holders Change
+30
Holders Change %
–
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.31M
2
LIA
2
LBMC Investment Advisors
Tennessee
$1.88M
3
Bank of America
3
Bank of America
North Carolina
$1.16M
4
EA
4
Efficient Advisors
Ohio
$891K
5
PWM
5
Patriot Wealth Management
Texas
$658K

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.31M 57,842 +57,842 New
LIA
2
LBMC Investment Advisors
Tennessee
$1.88M 47,004 +47,004 New
Bank of America
3
Bank of America
North Carolina
$1.16M 29,056 +29,056 New
EA
4
Efficient Advisors
Ohio
$891K 22,300 +22,300 New
PWM
5
Patriot Wealth Management
Texas
$658K 16,458 +16,458 New
CMP
6
Courage Miller Partners
Virginia
$652K 16,316 +16,316 New
AAS
7
Annex Advisory Services
Wisconsin
$644K 16,123 +16,123 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$625K 15,631 +15,631 New
GIM
9
Goelzer Investment Management
Indiana
$569K 14,230 +14,230 New
VFS
10
VSR Financial Services
Kansas
$544K 13,621 +13,621 New
CAN
11
Cetera Advisor Networks
California
$489K 12,232 +12,232 New
DFIM
12
Detwiler Fenton Investment Management
Massachusetts
$387K 9,675 +9,675 New
Jane Street
13
Jane Street
New York
$364K 9,100 +9,100 New
NC
14
NewSquare Capital
Pennsylvania
$362K 9,056 +9,056 New
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$264K 6,612 +6,612 New
U
16
UBS
Switzerland
$262K 6,564 +6,564 New
Morgan Stanley
17
Morgan Stanley
New York
$251K 6,266 +6,266 New
WA
18
WBH Advisory
Maryland
$216K 5,428 +5,428 New
SFS
19
Signator Financial Services
Massachusetts
$192K 4,815 +4,815 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$44K 1,100 +1,100 New
AA
21
AlphaMark Advisors
Kentucky
$32K 800 +800 New
Wells Fargo
22
Wells Fargo
California
$32K 801 +801 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$25K 630 +630 New
RIA
24
Regal Investment Advisors
Michigan
$24K 600 +600 New
PAS
25
Partnervest Advisory Services
California
$14K 338 +338 New
1
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