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iShares Core Moderate Allocation ETF

159 hedge funds and large institutions have $330M invested in iShares Core Moderate Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.46%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
20
Increased
62
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.06M -$50.8K -1,303 -2%
NG
27
Northstar Group
New York
$1.81M -$23.3K -598 -1%
RCA
28
Rowland Carmichael Advisors
Arizona
$1.72M +$545K +13,954 +46%
FIA
29
Foundations Investment Advisors
Arizona
$1.63M -$3.67K -94 -0.2%
MFS
30
Madrona Financial Services
Washington
$1.61M -$1.02M -26,048 -39%
VFP
31
Verus Financial Partners
Virginia
$1.55M +$221K +4,809 +17%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.51M +$31.5K +807 +2%
WA
33
Waverly Advisors
Alabama
$1.5M +$57.2K +1,465 +4%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.49M +$56.2K +1,441 +4%
CAN
35
Cetera Advisor Networks
California
$1.32M -$132K -3,399 -9%
MHS
36
M Holdings Securities
Oregon
$1.32M -$29.8K -764 -2%
BC
37
Brinker Capital
Pennsylvania
$1.16M +$195K +4,996 +20%
PAG
38
Private Advisor Group
New Jersey
$1.15M -$73.5K -1,884 -6%
SFG
39
StrategIQ Financial Group
Indiana
$1.11M +$18.3K +469 +2%
AWM
40
AE Wealth Management
Kansas
$1.11M +$272K +6,966 +32%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.09M
MSA
42
Marino Stram & Associates
Massachusetts
$1.09M +$1.21K +31 +0.1%
ACP
43
Aveo Capital Partners
Colorado
$1.01M +$164K +4,199 +19%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$963K -$108K -2,758 -10%
DAS
45
Dynamic Advisor Solutions
Arizona
$903K +$356K +9,119 +65%
NS
46
NewDay Solutions
New Hampshire
$894K +$894K +22,780 New
WWM
47
Western Wealth Management
Colorado
$860K +$1.99K +51 +0.2%
EA
48
Efficient Advisors
Ohio
$833K -$7.88K -202 -0.9%
SPIA
49
Steward Partners Investment Advisory
New York
$778K +$4.02K +103 +0.5%
VCWA
50
Vanguard Capital Wealth Advisors
Colorado
$766K +$313K +8,013 +69%