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iShares Core Moderate Allocation ETF

126 hedge funds and large institutions have $340M invested in iShares Core Moderate Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
40
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAS
26
Annex Advisory Services
Wisconsin
$2.05M 54,152 -819 -1%
GFPC
27
Global Financial Private Capital
Florida
$2.04M 21,372 +1,411 +7%
Citadel Advisors
28
Citadel Advisors
Florida
$1.59M 41,966 +41,966 New
WA
29
Waverly Advisors
Alabama
$1.55M 40,998 -9,227 -18%
MHS
30
M Holdings Securities
Oregon
$1.52M 40,056 -1,580 -4%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.48M 39,091 -7,352 -16%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1.39M 36,626 +6,996 +24%
PA
33
PFG Advisors
Arizona
$1.24M 33,877 -4,876 -13%
PAMG
34
Patton Albertson Miller Group
Tennessee
$1.16M 32,118 -149 -0.5%
MSA
35
Marino Stram & Associates
Massachusetts
$1.14M 30,197 +41 +0.1%
SPC
36
Sigma Planning Corp
Michigan
$1M 26,379 +1,628 +7%
SFG
37
StrategIQ Financial Group
Indiana
$985K 26,004 +1,212 +5%
UBS Group
38
UBS Group
Switzerland
$967K 25,519 -2,134 -8%
RIA
39
Regal Investment Advisors
Michigan
$875K 23,085 +23,085 New
EA
40
Efficient Advisors
Ohio
$826K 21,790 -438 -2%
VFP
41
Verus Financial Partners
Virginia
$808K 21,313 +3,658 +21%
CA
42
Cetera Advisors
Colorado
$796K 21,047 +862 +4%
SPIA
43
Steward Partners Investment Advisory
New York
$683K 18,038 +138 +0.8%
CAN
44
Cetera Advisor Networks
California
$678K 17,898 +650 +4%
ACP
45
Aveo Capital Partners
Colorado
$666K 18,239 -4,069 -18%
RJA
46
Raymond James & Associates
Florida
$661K 17,456 -5,754 -25%
ACS
47
Archford Capital Strategies
Illinois
$632K 16,671 -661 -4%
VCWA
48
Vanguard Capital Wealth Advisors
Colorado
$612K 16,153 +2,192 +16%
NWM
49
Northwest Wealth Management
Iowa
$602K 15,901 -9,111 -36%
DAS
50
Dynamic Advisor Solutions
Arizona
$601K 15,861 -1,125 -7%