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iShares Core Moderate Allocation ETF

55 hedge funds and large institutions have $58.7M invested in iShares Core Moderate Allocation ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
0%
% 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
6
Increased
22
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BSWM
26
Boston Standard Wealth Management
Massachusetts
$612K +$108K +3,000 +21%
NPC
27
National Planning Corporation
California
$512K -$102K -2,868 -17%
CA
28
Cetera Advisors
Colorado
$472K +$241K +6,797 +105%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$408K -$246K -6,902 -38%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$373K +$4.98K +140 +1%
PAG
31
Private Advisor Group
New Jersey
$351K +$48.7K +1,368 +16%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$349K -$18.3K -514 -5%
ACS
33
Archford Capital Strategies
Illinois
$331K +$26.1K +731 +9%
HFS
34
HL Financial Services
Kentucky
$317K +$317K +8,892 New
W
35
Wealthquest
Ohio
$315K -$3.6K -101 -1%
CAN
36
Cetera Advisor Networks
California
$309K +$16.4K +460 +6%
AIG
37
American International Group
New York
$303K +$14.6K +411 +5%
HNB
38
Huntington National Bank
Ohio
$258K +$258K +7,246 New
ICAS
39
Investors Capital Advisory Services
Massachusetts
$221K -$1.85K -52 -0.8%
EK
40
Evensky & Katz
Florida
$179K +$27.3K +766 +18%
OAJ
41
Ogorek Anthony Joseph
New York
$144K -$97.9K -2,745 -40%
MFS
42
MSI Financial Services
Massachusetts
$92K -$1.97K -55 -2%
NFG
43
Next Financial Group
Texas
$74K +$38.4K +1,080 +108%
Creative Planning
44
Creative Planning
Kansas
$60K +$12.7K +357 +27%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$49K -$126K -3,528 -72%
CP
46
Corbenic Partners
Pennsylvania
$33K +$14.2K +393 +75%
IF
47
Ironwood Financial
Arizona
$31K
OIA
48
Optimum Investment Advisors
Illinois
$21K +$21K +600 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$19K
GI
50
Gradient Investments
Minnesota
$16K +$16K +450 New