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iShares Core Moderate Allocation ETF
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Overview Fund Activity

77 hedge funds and large institutions have $152M invested in iShares Core Moderate Allocation ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
7
Increased
37
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$49.2M
2
PAG
2
Private Advisor Group
New Jersey
$2.94M
3
BIT
3
BlackRock Institutional Trust
California
$20.7M
4
EK
4
Evensky & Katz
Florida
$2.54M
5
Wells Fargo
5
Wells Fargo
California
$6.95M

Top Sellers

1
RA
1
RFG Advisory
Alabama
$0
2
Jane Street
2
Jane Street
New York
$544K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$1.61M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$959K +$156K +4,317 +19%
EA
27
Efficient Advisors
Ohio
$937K -$8.95K -248 -0.9%
SFG
28
StrategIQ Financial Group
Indiana
$897K +$354K +9,812 +65%
TWMH
29
Tiedemann Wealth Management Holdings
New York
$786K +$786K +21,781 New
CFA
30
Cahill Financial Advisors
Minnesota
$764K -$15.2K -422 -2%
DWM
31
Darwin Wealth Management
Florida
$739K +$54.1K +1,499 +8%
JWM
32
Jackson Wealth Management
Florida
$717K -$24.4K -686 -3%
BSWM
33
Boston Standard Wealth Management
Massachusetts
$698K +$5.16K +143 +0.7%
GF
34
Gerstein Fisher
New York
$663K +$110K +3,135 +20%
CAN
35
Cetera Advisor Networks
California
$637K +$19.6K +542 +3%
SFWA
36
Summit Financial Wealth Advisors
Louisiana
$622K – – –
RPG
37
Risk Paradigm Group
Texas
$616K +$616K +17,082 New
Jane Street
38
Jane Street
New York
$544K -$1.28M -35,411 -70%
AG
39
Advisor Group
Arizona
$509K +$96K +2,659 +23%
IA
40
IFP Advisors
Florida
$487K +$8.92K +247 +2%
NPC
41
National Planning Corporation
California
$453K -$18.5K -522 -4%
ACS
42
Archford Capital Strategies
Illinois
$438K +$81.5K +2,263 +23%
RJA
43
Raymond James & Associates
Florida
$405K +$181K +5,000 +80%
SI
44
SII Investments
Wisconsin
$402K -$50.4K -1,396 -11%
MFS
45
MSI Financial Services
Massachusetts
$390K -$12.4K -343 -3%
ACM
46
Argentus Capital Management
Texas
$387K +$231K +6,411 +149%
WP
47
WealthPLAN Partners
Nebraska
$374K -$9.74K -272 -3%
RIA
48
Regal Investment Advisors
Michigan
$350K – – –
AWM
49
Avior Wealth Management
Nebraska
$280K +$258K +7,145 +1,154%
ERIM
50
Eagle Ridge Investment Management
Connecticut
$260K +$260K +7,200 New
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