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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

60 hedge funds and large institutions have $50.1M invested in iShares Core 80/20 Aggressive Allocation ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
27
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.84M
2
Jane Street
2
Jane Street
New York
$3.25M
3
Bank of America
3
Bank of America
North Carolina
$7.62M
4
AF
4
Allworth Financial
California
$2.5M
5
UCFA
5
United Capital Financial Advisors
Texas
$674K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$299K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$190K
3
FA
3
FDx Advisors
Illinois
$0
4
VFA
4
Voya Financial Advisors
Connecticut
$0
5
ICAS
5
Investors Capital Advisory Services
Massachusetts
$305K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.62M 174,690 +24,446 +16%
Wells Fargo
2
Wells Fargo
California
$5.84M 133,873 +81,905 +158%
LPL Financial
3
LPL Financial
California
$4.07M 90,668 +9,633 +12%
LIA
4
LBMC Investment Advisors
Tennessee
$3.64M 83,406 +2,303 +3%
Jane Street
5
Jane Street
New York
$3.25M 74,361 +37,065 +99%
Ameriprise
6
Ameriprise
Minnesota
$3.13M 71,618 +3,683 +5%
AF
7
Allworth Financial
California
$2.5M 57,345 +21,802 +61%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.75M 40,023 +2,421 +6%
PWM
9
Patriot Wealth Management
Texas
$1.38M 31,605 +1,992 +7%
ACS
10
Archford Capital Strategies
Illinois
$1.38M 31,589 +2,220 +8%
VFS
11
VSR Financial Services
Kansas
$1.17M 26,690 -3,197 -11%
AAS
12
Annex Advisory Services
Wisconsin
$1.15M 26,392 +226 +0.9%
EA
13
Efficient Advisors
Ohio
$1M 23,020 +515 +2%
CAN
14
Cetera Advisor Networks
California
$874K 20,036 +3,245 +19%
PWAG
15
Polaris Wealth Advisory Group
California
$834K 19,107 +1,094 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$729K 16,718 +3,785 +29%
SCM
17
Stonehearth Capital Management
Massachusetts
$728K 16,683 -2,326 -12%
CCM
18
Canal Capital Management
Virginia
$728K 16,706 +711 +4%
CMP
19
Courage Miller Partners
Virginia
$691K 15,840 +405 +3%
UCFA
20
United Capital Financial Advisors
Texas
$674K 15,443 +15,443 New
JWM
21
Jackson Wealth Management
Florida
$642K 14,723 -199 -1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$497K 11,388 +14 +0.1%
MFS
23
Madrona Financial Services
Washington
$472K 10,821 +1,416 +15%
RIA
24
Regal Investment Advisors
Michigan
$460K 10,545 +10,545 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$405K 9,293 +1,665 +22%
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