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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

134 hedge funds and large institutions have $160M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
134
Holders Change
+27
Holders Change %
+25.23%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
36
Increased
48
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.8M
2
CL
2
Cabana LLC
Arkansas
$2.99M
3
MSA
3
Marino Stram & Associates
Massachusetts
$2.67M
4
TC
4
Trilogy Capital
California
$1.52M
5
LFS
5
Legacy Financial Strategies
Kansas
$1.36M

Top Sellers

1
RIA
1
Regal Investment Advisors
Michigan
$0
2
VF
2
Virtu Financial
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
PAG
4
Private Advisor Group
New Jersey
$305K
5
HH
5
Hilltop Holdings
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$25.9M 480,324 +8,927 +2%
Wells Fargo
2
Wells Fargo
California
$16.8M 311,604 +93,787 +43%
AIP
3
Ahrens Investment Partners
Louisiana
$10.5M 195,124 -4,027 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.19M 133,458 +12,145 +10%
LIA
5
LBMC Investment Advisors
Tennessee
$6.11M 113,429 +3,960 +4%
LPL Financial
6
LPL Financial
California
$5.41M 100,473 +10,930 +12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.08M 94,242 +940 +1%
Morgan Stanley
8
Morgan Stanley
New York
$4.08M 75,752 -1,057 -1%
PAMG
9
Patton Albertson Miller Group
Tennessee
$3.78M 70,183 +240 +0.3%
CL
10
Cabana LLC
Arkansas
$2.99M 55,525 +55,525 New
MFS
11
Madrona Financial Services
Washington
$2.83M 52,439 +3,026 +6%
MSA
12
Marino Stram & Associates
Massachusetts
$2.67M 49,606 +49,606 New
PWAG
13
Polaris Wealth Advisory Group
California
$2.61M 48,465 +568 +1%
UBS Group
14
UBS Group
Switzerland
$2.59M 48,115 +14,828 +45%
ACS
15
Archford Capital Strategies
Illinois
$2.48M 45,943 +1,781 +4%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.32M 43,089 -4,577 -10%
Ameriprise
17
Ameriprise
Minnesota
$2.21M 40,638 +22,129 +120%
SWP
18
Stratos Wealth Partners
Ohio
$2.07M 38,415 +5,115 +15%
AAS
19
Annex Advisory Services
Wisconsin
$2.07M 38,350 -82 -0.2%
CAN
20
Cetera Advisor Networks
California
$1.74M 32,309 -466 -1%
PWM
21
Patriot Wealth Management
Texas
$1.66M 30,767 +791 +3%
LPT
22
Legacy Private Trust
Wisconsin
$1.54M 28,500 +5,467 +24%
TC
23
Trilogy Capital
California
$1.52M 28,140 +28,140 New
CCM
24
Canal Capital Management
Virginia
$1.42M 26,353 +2,084 +9%
WA
25
Waverly Advisors
Alabama
$1.41M 26,223 +1,469 +6%
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