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iShares Core Moderate Allocation ETF
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Overview Fund Activity

125 hedge funds and large institutions have $317M invested in iShares Core Moderate Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
125
Holders Change
+25
Holders Change %
+25%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
52
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Stuart Chaussee & Associates
California
$30.1M
2
Wells Fargo
2
Wells Fargo
California
$23.3M
3
BC
3
Brinker Capital
Pennsylvania
$5.05M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
TA
5
Tiedemann Advisors
New York
$70.4M

Top Sellers

1
BIAS
1
Beacon Investment Advisory Services
New Jersey
$272K
2
PAG
2
Private Advisor Group
New Jersey
$1.22M
3
EK
3
Evensky & Katz
Florida
$223K
4
NPC
4
National Planning Corporation
California
$0
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NG
26
Northstar Group
New York
$2.14M 56,200 +18,850 +50%
GFPC
27
Global Financial Private Capital
Florida
$2.06M 19,913 +10,797 +118%
WA
28
Waverly Advisors
Alabama
$1.87M 49,127 +10,051 +26%
AAS
29
Annex Advisory Services
Wisconsin
$1.84M 48,428 +3,227 +7%
CCM
30
Coldstream Capital Management
Washington
$1.82M 47,774 +1,830 +4%
VF
31
Virtu Financial
New York
$1.75M 46,083 +32,891 +249%
FA
32
FDx Advisors
Illinois
$1.63M 42,910 +485 +1%
PAMG
33
Patton Albertson Miller Group
Tennessee
$1.6M 42,079 -79 -0.2%
MHS
34
M Holdings Securities
Oregon
$1.58M 41,425 -315 -0.8%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.48M 38,784 +36,599 +1,675%
MSA
36
Marino Stram & Associates
Massachusetts
$1.25M 32,859 +32,859 New
PAG
37
Private Advisor Group
New Jersey
$1.22M 31,589 -71,768 -69%
UBS Group
38
UBS Group
Switzerland
$1.21M 31,862 -1,320 -4%
PA
39
PFG Advisors
Arizona
$1.19M 31,321 +31,321 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.13M 29,630 – –
RJA
41
Raymond James & Associates
Florida
$1.01M 26,438 +11,005 +71%
WDL
42
Well Done LLC
Michigan
$975K 25,630 +329 +1%
EA
43
Efficient Advisors
Ohio
$907K 23,841 -629 -3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$830K 21,814 +13,448 +161%
SFG
45
StrategIQ Financial Group
Indiana
$828K 21,765 -1,368 -6%
BBA
46
Braun-Bostich & Associates
Pennsylvania
$804K 21,129 +21,129 New
AFP
47
Ausdal Financial Partners
Iowa
$775K 20,379 +11,315 +125%
Jane Street
48
Jane Street
New York
$763K 20,059 +12,826 +177%
ACS
49
Archford Capital Strategies
Illinois
$754K 19,834 -441 -2%
ACP
50
Aveo Capital Partners
Colorado
$753K 19,801 +1,021 +5%
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