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iShares Core Moderate Allocation ETF

88 hedge funds and large institutions have $184M invested in iShares Core Moderate Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
31
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
26
M Holdings Securities
Oregon
$1.18M -$2.54K -70 -0.2%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.15M
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.14M -$64.9K -1,786 -5%
EA
29
Efficient Advisors
Ohio
$978K +$35.2K +970 +4%
WDL
30
Well Done LLC
Michigan
$920K -$502K -13,795 -35%
Wolverine Trading
31
Wolverine Trading
Illinois
$897K +$78.4K +2,154 +10%
SFG
32
StrategIQ Financial Group
Indiana
$861K -$60.6K -1,667 -7%
NWM
33
Northwest Wealth Management
Iowa
$780K +$21.1K +580 +3%
CAN
34
Cetera Advisor Networks
California
$751K +$76.8K +2,114 +11%
JWM
35
Jackson Wealth Management
Florida
$682K -$44K -1,213 -6%
AG
36
Advisor Group
Arizona
$681K +$151K +4,152 +29%
SPIA
37
Steward Partners Investment Advisory
New York
$650K
CFA
38
Cahill Financial Advisors
Minnesota
$637K -$102K -2,808 -14%
VKH
39
Virtu KCG Holdings
New York
$631K +$631K +17,351 New
SFWA
40
Summit Financial Wealth Advisors
Louisiana
$626K
IA
41
IFP Advisors
Florida
$602K +$48.4K +1,333 +9%
CA
42
Cetera Advisors
Colorado
$585K -$12.6K -348 -2%
ACS
43
Archford Capital Strategies
Illinois
$575K +$86.2K +2,373 +18%
ACP
44
Aveo Capital Partners
Colorado
$547K -$99.1K -2,725 -15%
RJA
45
Raymond James & Associates
Florida
$527K -$515K -14,164 -49%
RPG
46
Risk Paradigm Group
Texas
$482K -$33.8K -930 -7%
RIA
47
Regal Investment Advisors
Michigan
$445K +$90.1K +2,478 +25%
BSWM
48
Boston Standard Wealth Management
Massachusetts
$424K -$114K -3,130 -21%
AWM
49
Avior Wealth Management
Nebraska
$354K -$20.9K -575 -6%
SI
50
SII Investments
Wisconsin
$333K -$116K -3,185 -26%