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iShares Core Moderate Allocation ETF

67 hedge funds and large institutions have $135M invested in iShares Core Moderate Allocation ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
25
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$717K 20,609 +376 +2%
JWM
27
Jackson Wealth Management
Florida
$708K 20,576 -934 -4%
BSWM
28
Boston Standard Wealth Management
Massachusetts
$666K 19,115 +960 +5%
SFWA
29
Summit Financial Wealth Advisors
Louisiana
$599K 17,225
Goldman Sachs
30
Goldman Sachs
New York
$568K 16,314 +16,314 New
TAG
31
Tactical Allocation Group
Michigan
$562K 16,139 -73 -0.5%
WA
32
Waverly Advisors
Alabama
$543K 15,603 -3,527 -18%
GF
33
Gerstein Fisher
New York
$537K 15,445 +15,445 New
SFG
34
StrategIQ Financial Group
Indiana
$517K 14,860 +1,797 +14%
CAN
35
Cetera Advisor Networks
California
$510K 14,671 +4,300 +41%
NC
36
NewSquare Capital
Pennsylvania
$498K 14,320 +66 +0.5%
VKH
37
Virtu KCG Holdings
New York
$460K 13,214 +13,214 New
NPC
38
National Planning Corporation
California
$459K 13,188 -2,563 -16%
SI
39
SII Investments
Wisconsin
$445K 12,795 +12,795 New
PAG
40
Private Advisor Group
New Jersey
$363K 10,418 +245 +2%
RIA
41
Regal Investment Advisors
Michigan
$338K 9,724 +2,638 +37%
AIG
42
American International Group
New York
$321K 9,226 +2,401 +35%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$285K 8,188 -19,385 -70%
BCM
44
Brookstone Capital Management
Illinois
$278K 8,002 +8,002 New
ACS
45
Archford Capital Strategies
Illinois
$278K 7,983 +916 +13%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$252K 7,230
PWAG
47
Polaris Wealth Advisory Group
California
$251K 7,204 -2,088 -22%
Jane Street
48
Jane Street
New York
$243K 6,974 +6,974 New
MFS
49
MSI Financial Services
Massachusetts
$229K 6,577 -830 -11%
RCG
50
Ruggie Capital Group
Florida
$191K 5,497 +5,497 New