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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

39 hedge funds and large institutions have $27.7M invested in iShares Core 80/20 Aggressive Allocation ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6M
2
MAA
2
Managed Account Advisors
New Jersey
$2.09M
3
Bank of America
3
Bank of America
North Carolina
$2.99M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$264K
5
AIG
5
American International Group
New York
$223K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
VKH
2
Virtu KCG Holdings
New York
$1.31M
3
U
3
UBS
Switzerland
$1.07M
4
NC
4
NewSquare Capital
Pennsylvania
$261K
5
CMP
5
Courage Miller Partners
Virginia
$666K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$6M 134,569 +134,069 +26,814%
Bank of America
2
Bank of America
North Carolina
$2.99M 67,069 +9,495 +16%
LPL Financial
3
LPL Financial
California
$2.88M 64,473 +2,753 +4%
LIA
4
LBMC Investment Advisors
Tennessee
$2.4M 53,898 +4,113 +8%
MAA
5
Managed Account Advisors
New Jersey
$2.09M 46,744 +46,744 New
VKH
6
Virtu KCG Holdings
New York
$1.31M 29,269 -5,668 -16%
EA
7
Efficient Advisors
Ohio
$1.08M 24,310 +785 +3%
U
8
UBS
Switzerland
$1.07M 24,024 -4,800 -17%
PWM
9
Patriot Wealth Management
Texas
$888K 19,917 +3,155 +19%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$763K 17,099 +798 +5%
CAN
11
Cetera Advisor Networks
California
$759K 17,024 +168 +1%
AAS
12
Annex Advisory Services
Wisconsin
$674K 15,109 +797 +6%
CMP
13
Courage Miller Partners
Virginia
$666K 14,932 -742 -5%
VFS
14
VSR Financial Services
Kansas
$549K 12,313 +1,975 +19%
DFIM
15
Detwiler Fenton Investment Management
Massachusetts
$459K 10,288 +212 +2%
Morgan Stanley
16
Morgan Stanley
New York
$328K 7,356 +333 +5%
GIM
17
Goelzer Investment Management
Indiana
$317K 7,115 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$269K 6,031 +6 +0.1%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$264K 5,910 +5,310 +885%
NC
20
NewSquare Capital
Pennsylvania
$261K 5,856 -980 -14%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$255K 5,706 +96 +2%
WA
22
WBH Advisory
Maryland
$228K 5,125 +5 +0.1%
AIG
23
American International Group
New York
$223K 5,000 +5,000 New
OC
24
Oakworth Capital
Alabama
$210K 4,704 +4,704 New
Jane Street
25
Jane Street
New York
$209K 4,680 -198 -4%
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