AOA icon

iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

33 hedge funds and large institutions have $17.9M invested in iShares Core 80/20 Aggressive Allocation ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VKH
1
Virtu KCG Holdings
New York
$1.46M
2
Bank of America
2
Bank of America
North Carolina
$2.42M
3
U
3
UBS
Switzerland
$1.21M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$632K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$253K

Top Sellers

1
GIM
1
Goelzer Investment Management
Indiana
$299K
2
Jane Street
2
Jane Street
New York
$205K
3
VFS
3
VSR Financial Services
Kansas
$434K
4
NC
4
NewSquare Capital
Pennsylvania
$287K
5
AAS
5
Annex Advisory Services
Wisconsin
$601K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.62M 61,720 +3,878 +7%
Bank of America
2
Bank of America
North Carolina
$2.42M 57,574 +28,518 +98%
LIA
3
LBMC Investment Advisors
Tennessee
$2.09M 49,785 +2,781 +6%
VKH
4
Virtu KCG Holdings
New York
$1.46M 34,937 +34,937 New
U
5
UBS
Switzerland
$1.21M 28,824 +22,260 +339%
EA
6
Efficient Advisors
Ohio
$988K 23,525 +1,225 +5%
CAN
7
Cetera Advisor Networks
California
$708K 16,856 +4,624 +38%
PWM
8
Patriot Wealth Management
Texas
$704K 16,762 +304 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$684K 16,301 +670 +4%
CMP
10
Courage Miller Partners
Virginia
$658K 15,674 -642 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$632K 15,092 +15,092 New
AAS
12
Annex Advisory Services
Wisconsin
$601K 14,312 -1,811 -11%
VFS
13
VSR Financial Services
Kansas
$434K 10,338 -3,283 -24%
DFIM
14
Detwiler Fenton Investment Management
Massachusetts
$423K 10,076 +401 +4%
GIM
15
Goelzer Investment Management
Indiana
$299K 7,115 -7,115 -50%
Morgan Stanley
16
Morgan Stanley
New York
$295K 7,023 +757 +12%
NC
17
NewSquare Capital
Pennsylvania
$287K 6,836 -2,220 -25%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$253K 6,025 +6,025 New
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$236K 5,610 -1,002 -15%
WA
20
WBH Advisory
Maryland
$215K 5,120 -308 -6%
Jane Street
21
Jane Street
New York
$205K 4,878 -4,222 -46%
SFS
22
Signator Financial Services
Massachusetts
$202K 4,815 – –
FWM
23
Focused Wealth Management
New York
$61K 1,453 +1,453 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$42K 996 +366 +58%
Creative Planning
25
Creative Planning
Kansas
$31K 749 +406 +118%
1
2