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iShares Core Moderate Allocation ETF

100 hedge funds and large institutions have $243M invested in iShares Core Moderate Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
2.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
11
Increased
46
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
26
Global Financial Private Capital
Florida
$1.68M +$1.68M +9,116 New
FA
27
FDx Advisors
Illinois
$1.61M +$205K +5,397 +15%
PAMG
28
Patton Albertson Miller Group
Tennessee
$1.6M -$42.4K -1,117 -3%
MHS
29
M Holdings Securities
Oregon
$1.59M -$2.35K -62 -0.1%
WA
30
Waverly Advisors
Alabama
$1.48M +$175K +4,617 +13%
NG
31
Northstar Group
New York
$1.42M +$566K +14,900 +66%
UBS Group
32
UBS Group
Switzerland
$1.26M +$21.4K +563 +2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$1.13M
WDL
34
Well Done LLC
Michigan
$961K
EA
35
Efficient Advisors
Ohio
$929K -$48.4K -1,276 -5%
SFG
36
StrategIQ Financial Group
Indiana
$878K +$26.8K +706 +3%
AG
37
Advisor Group
Arizona
$877K +$158K +4,157 +22%
ACS
38
Archford Capital Strategies
Illinois
$770K +$37.4K +984 +5%
ACP
39
Aveo Capital Partners
Colorado
$713K +$68.6K +1,807 +11%
CA
40
Cetera Advisors
Colorado
$703K +$93.7K +2,480 +15%
CAN
41
Cetera Advisor Networks
California
$696K -$92.1K -2,421 -12%
SPIA
42
Steward Partners Investment Advisory
New York
$679K
IA
43
IFP Advisors
Florida
$673K +$11.7K +309 +2%
NWM
44
Northwest Wealth Management
Iowa
$623K -$170K -4,465 -21%
RJA
45
Raymond James & Associates
Florida
$586K -$2.13K -56 -0.4%
BSWM
46
Boston Standard Wealth Management
Massachusetts
$550K +$128K +3,358 +30%
RIA
47
Regal Investment Advisors
Michigan
$525K +$59.9K +1,579 +13%
WP
48
WealthPLAN Partners
Nebraska
$505K +$505K +13,291 New
VF
49
Virtu Financial
New York
$501K +$501K +13,192 New
DAS
50
Dynamic Advisor Solutions
Arizona
$480K +$480K +12,645 New