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iShares Core Moderate Allocation ETF

158 hedge funds and large institutions have $564M invested in iShares Core Moderate Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+32
Holders Change %
+25.4%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
44
Increased
46
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$2.97M +$72.7K +2,042 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.72M +$23.1K +647 +0.9%
TC
28
Trilogy Capital
California
$2.65M +$2.56M +71,616 +2,711%
MAS
29
Madden Advisory Services
Florida
$2.63M
MFS
30
Madrona Financial Services
Washington
$2.38M -$223K -6,249 -9%
GFPC
31
Global Financial Private Capital
Florida
$2.26M +$1.43M +36,994 +173%
Citadel Advisors
32
Citadel Advisors
Florida
$2.2M +$701K +19,653 +47%
CWM
33
Cahaba Wealth Management
Georgia
$2.09M +$2.09M +58,508 New
AAS
34
Annex Advisory Services
Wisconsin
$2.06M +$124K +3,464 +6%
SWP
35
Stratos Wealth Partners
Ohio
$1.83M +$1.79M +50,050 +4,469%
NG
36
Northstar Group
New York
$1.72M -$271K -7,598 -14%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.56M +$1.56M +43,733 New
Stifel Financial
38
Stifel Financial
Missouri
$1.4M +$1.4M +39,222 New
LFA
39
Legacy Financial Advisors
Kentucky
$1.39M +$1.39M +38,837 New
ACA
40
Anchor Capital Advisors
Massachusetts
$1.32M +$1.32M +37,065 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.31M
MHS
42
M Holdings Securities
Oregon
$1.3M -$129K -3,615 -9%
PAG
43
Private Advisor Group
New Jersey
$1.27M -$1.29M -36,109 -50%
WA
44
Waverly Advisors
Alabama
$1.23M -$231K -6,484 -16%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.21M +$668K +18,737 +124%
FIA
46
Foundations Investment Advisors
Arizona
$1.19M +$820K +22,066 +221%
RIA
47
Regal Investment Advisors
Michigan
$1.18M +$355K +9,956 +43%
NS
48
NewDay Solutions
New Hampshire
$1.17M +$1.17M +32,643 New
PWAG
49
Polaris Wealth Advisory Group
California
$1.06M +$870K +24,389 +454%
MSA
50
Marino Stram & Associates
Massachusetts
$1.03M -$51.8K -1,450 -5%