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iShares Core Moderate Allocation ETF
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Overview Fund Activity

81 hedge funds and large institutions have $144M invested in iShares Core Moderate Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+14
Holders Change %
+20.9%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
18
Increased
36
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.66M
3
WDL
3
Well Done LLC
Michigan
$2.1M
4
BIT
4
BlackRock Institutional Trust
California
$17.9M
5
Bank of America
5
Bank of America
North Carolina
$7.27M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.48M
2
TFA
2
Transamerica Financial Advisors
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SBL
4
Sargent Bickham Lagudis
Colorado
$320K
5
AIM
5
Allen Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
26
Efficient Advisors
Ohio
$925K +$39.7K +1,125 +4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$785K +$57.7K +1,635 +8%
CFA
28
Cahill Financial Advisors
Minnesota
$762K +$762K +21,576 New
JWM
29
Jackson Wealth Management
Florida
$734K +$8.15K +231 +1%
BSWM
30
Boston Standard Wealth Management
Massachusetts
$677K +$2.61K +74 +0.4%
DWM
31
Darwin Wealth Management
Florida
$670K +$670K +18,974 New
Goldman Sachs
32
Goldman Sachs
New York
$620K +$43.8K +1,239 +8%
SFWA
33
Summit Financial Wealth Advisors
Louisiana
$608K – – –
CAN
34
Cetera Advisor Networks
California
$603K +$85.5K +2,425 +17%
TAG
35
Tactical Allocation Group
Michigan
$566K -$3.67K -104 -0.6%
GF
36
Gerstein Fisher
New York
$554K +$9.24K +262 +2%
SFG
37
StrategIQ Financial Group
Indiana
$531K +$6.25K +177 +1%
BCM
38
Brookstone Capital Management
Illinois
$526K +$243K +6,892 +86%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$484K +$229K +6,498 +90%
NPC
40
National Planning Corporation
California
$474K +$4.8K +135 +1%
IA
41
IFP Advisors
Florida
$467K +$319K +9,054 +216%
PAG
42
Private Advisor Group
New Jersey
$452K +$85.3K +2,424 +23%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$447K +$447K +12,672 New
VKH
44
Virtu KCG Holdings
New York
$445K -$21.4K -605 -5%
SI
45
SII Investments
Wisconsin
$441K -$9.54K -271 -2%
AG
46
Advisor Group
Arizona
$401K +$401K +11,434 New
MFS
47
MSI Financial Services
Massachusetts
$393K +$161K +4,564 +69%
WP
48
WealthPLAN Partners
Nebraska
$379K +$379K +10,724 New
ACS
49
Archford Capital Strategies
Illinois
$349K +$67.5K +1,913 +24%
RIA
50
Regal Investment Advisors
Michigan
$342K -$1.24K -35 -0.4%
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