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iShares Core Moderate Allocation ETF

55 hedge funds and large institutions have $94.6M invested in iShares Core Moderate Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
55
Holders Change
+17
Holders Change %
+44.74%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
21
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WA
26
Waverly Advisors
Alabama
$585K 16,636 +1,306 +9%
BSWM
27
Boston Standard Wealth Management
Massachusetts
$491K 14,052 +14,052 New
GF
28
Gerstein Fisher
New York
$427K 12,150 +204 +2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$364K 10,346 +10,346 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$362K 10,299 -9,500 -48%
PI
31
Placemark Investments
Illinois
$326K 9,265 +9,265 New
W
32
Wealthquest
Ohio
$315K 8,951 +8,951 New
ACS
33
Archford Capital Strategies
Illinois
$301K 8,552 +1,223 +17%
PAG
34
Private Advisor Group
New Jersey
$298K 8,484 +813 +11%
CAN
35
Cetera Advisor Networks
California
$289K 8,220 +2,350 +40%
AIG
36
American International Group
New York
$284K 8,081 -956 -11%
HNB
37
Huntington National Bank
Ohio
OAJ
38
Ogorek Anthony Joseph
New York
$244K 6,782 +6,782 New
MG
39
MDE Group
New Jersey
$242K 6,873 -14,143 -67%
ACM
40
Acertus Capital Management
New Jersey
$242K 6,873 -14,143 -67%
CA
41
Cetera Advisors
Colorado
$228K 6,491 +6,491 New
ICAS
42
Investors Capital Advisory Services
Massachusetts
$220K 6,269 +6,269 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$172K 4,900 +4,210 +610%
EK
44
Evensky & Katz
Florida
$149K 4,248 +3,995 +1,579%
MFS
45
MSI Financial Services
Massachusetts
$92K 2,625 +2,565 +4,275%
NES
46
New England Securities
New York
$70K 2,000
Creative Planning
47
Creative Planning
Kansas
$47K 1,335
NFG
48
Next Financial Group
Texas
$35K 1,000 +525 +111%
IF
49
Ironwood Financial
Arizona
$30K 859 +859 New
CP
50
Corbenic Partners
Pennsylvania
$18K 522