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iShares Core 80/20 Aggressive Allocation ETF

44 hedge funds and large institutions have $23.8M invested in iShares Core 80/20 Aggressive Allocation ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

16% more funds holding

Funds holding: 3844 (+6)

5% more capital invested

Capital invested by funds: $22.6M → $23.8M (+$1.21M)

0.22% more ownership

Funds ownership: 8.63%8.85% (+0.22%)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$3.25M +$2.36M +50,771 +248%
Bank of America
2
Bank of America
North Carolina
$2.84M -$6.38K -137 -0.2%
LPL Financial
3
LPL Financial
California
$1.85M -$572K -12,278 -23%
Ameriprise
4
Ameriprise
Minnesota
$1.59M +$246K +5,277 +18%
PWM
5
Patriot Wealth Management
Texas
$1.16M +$58.7K +1,260 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.01M +$86.6K +1,859 +9%
EA
7
Efficient Advisors
Ohio
$948K -$58.8K -1,263 -6%
AAS
8
Annex Advisory Services
Wisconsin
$935K +$29.6K +636 +3%
ICAS
9
Investors Capital Advisory Services
Massachusetts
$913K +$17.6K +379 +2%
VFS
10
VSR Financial Services
Kansas
$906K +$142K +3,039 +18%
CAN
11
Cetera Advisor Networks
California
$862K -$47.7K -1,025 -5%
ACS
12
Archford Capital Strategies
Illinois
$836K +$171K +3,673 +25%
VKH
13
Virtu KCG Holdings
New York
$743K +$221K +4,737 +41%
CMP
14
Courage Miller Partners
Virginia
$716K -$29.4K -632 -4%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$615K +$34.2K +735 +6%
AF
16
Allworth Financial
California
$593K +$373K +8,016 +160%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$581K +$140K +3,008 +31%
NC
18
NewSquare Capital
Pennsylvania
$503K -$44.9K -965 -8%
Morgan Stanley
19
Morgan Stanley
New York
$418K +$16.2K +347 +4%
Wells Fargo
20
Wells Fargo
California
$304K -$588K -12,627 -65%
Goldman Sachs
21
Goldman Sachs
New York
$299K +$305K +6,557 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$256K -$685K -14,707 -72%
GIM
23
Goelzer Investment Management
Indiana
$243K -$19.8K -425 -7%
AIG
24
American International Group
New York
$232K
WA
25
WBH Advisory
Maryland
$218K -$7.54K -162 -3%