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iShares Core Moderate Allocation ETF

96 hedge funds and large institutions have $204M invested in iShares Core Moderate Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
39
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.1M -$78.2K -2,100 -7%
EA
27
Efficient Advisors
Ohio
$960K -$43.6K -1,170 -4%
WDL
28
Well Done LLC
Michigan
$943K
NG
29
Northstar Group
New York
$892K +$892K +22,450 New
SFG
30
StrategIQ Financial Group
Indiana
$836K -$47.2K -1,266 -5%
NWM
31
Northwest Wealth Management
Iowa
$778K -$22.2K -594 -3%
CAN
32
Cetera Advisor Networks
California
$774K +$1.79K +48 +0.2%
ACS
33
Archford Capital Strategies
Illinois
$719K +$129K +3,460 +22%
AG
34
Advisor Group
Arizona
$707K +$8.69K +233 +1%
SPIA
35
Steward Partners Investment Advisory
New York
$667K
IA
36
IFP Advisors
Florida
$649K +$31.8K +852 +5%
EK
37
Evensky & Katz
Florida
$647K +$422K +11,334 +187%
ACP
38
Aveo Capital Partners
Colorado
$633K +$72.2K +1,937 +13%
CA
39
Cetera Advisors
Colorado
$600K
RJA
40
Raymond James & Associates
Florida
$577K +$37.3K +1,000 +7%
Jane Street
41
Jane Street
New York
$548K +$548K +14,715 New
Lido Advisors
42
Lido Advisors
California
$545K +$545K +14,618 New
SI
43
SII Investments
Wisconsin
$535K +$193K +5,148 +56%
SFWA
44
Summit Financial Wealth Advisors
Louisiana
$516K -$126K -3,375 -20%
RPG
45
Risk Paradigm Group
Texas
$484K -$9.77K -262 -2%
RIA
46
Regal Investment Advisors
Michigan
$457K +$708 +19 +0.2%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$413K -$19.7K -532 -5%
AIP
48
Ahrens Investment Partners
Louisiana
$399K +$399K +10,700 New
Creative Planning
49
Creative Planning
Kansas
$394K +$373K +10,000 +1,754%
ICOA
50
Investment Centers of America
North Dakota
$391K +$136K +3,659 +54%