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iShares Core Moderate Allocation ETF

131 hedge funds and large institutions have $249M invested in iShares Core Moderate Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+6
Holders Change %
+4.8%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
22
Increased
45
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
26
Global Financial Private Capital
Florida
$1.95M -$43.6K -435 -2%
WA
27
Waverly Advisors
Alabama
$1.77M -$81.2K -2,149 -4%
MHS
28
M Holdings Securities
Oregon
$1.57M +$8.76K +232 +0.6%
PA
29
PFG Advisors
Arizona
$1.33M +$145K +3,848 +12%
PAMG
30
Patton Albertson Miller Group
Tennessee
$1.32M -$274K -7,244 -17%
MSA
31
Marino Stram & Associates
Massachusetts
$1.23M -$11.5K -305 -0.9%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1.12M
UBS Group
33
UBS Group
Switzerland
$1.08M -$120K -3,184 -10%
WDL
34
Well Done LLC
Michigan
$968K
NWM
35
Northwest Wealth Management
Iowa
$951K +$299K +7,926 +46%
AFP
36
Ausdal Financial Partners
Iowa
$915K +$145K +3,843 +19%
EA
37
Efficient Advisors
Ohio
$832K -$68.9K -1,823 -8%
SFG
38
StrategIQ Financial Group
Indiana
$820K -$2.23K -59 -0.3%
ACS
39
Archford Capital Strategies
Illinois
$805K +$36.7K +947 +5%
ACP
40
Aveo Capital Partners
Colorado
$796K +$47.8K +1,264 +6%
MML Investors Services
41
MML Investors Services
Massachusetts
$725K +$305K +8,063 +72%
SPIA
42
Steward Partners Investment Advisory
New York
$676K
CAN
43
Cetera Advisor Networks
California
$652K -$43.9K -1,163 -6%
Jane Street
44
Jane Street
New York
$640K -$117K -3,107 -15%
BBA
45
Braun-Bostich & Associates
Pennsylvania
$565K -$233K -6,160 -29%
RJA
46
Raymond James & Associates
Florida
$557K -$442K -11,702 -44%
AIP
47
Ahrens Investment Partners
Louisiana
$551K +$71.7K +1,900 +15%
VCWA
48
Vanguard Capital Wealth Advisors
Colorado
$539K +$539K +14,340 New
VFP
49
Verus Financial Partners
Virginia
$533K -$456K -12,085 -46%
IA
50
IFP Advisors
Florida
$529K