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iShares Core Moderate Allocation ETF
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Overview Fund Activity

154 hedge funds and large institutions have $362M invested in iShares Core Moderate Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
3.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
14
Increased
65
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$8.91M
2
SS
2
Simplicity Solutions
Minnesota
$8.11M
3
TA
3
Tiedemann Advisors
New York
$81.1M
4
AEPG
4
American Economic Planning Group
New Jersey
$8.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.33M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$0
2
AG
2
Advisor Group
Arizona
$2.92M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
FI
4
FormulaFolio Investments
Michigan
$0
5
CCM
5
Coldstream Capital Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.23M +$30.2K +769 +1%
UBS Group
27
UBS Group
Switzerland
$1.95M -$128K -3,257 -6%
V
28
Veritable
Delaware
$1.86M +$1.86M +47,209 New
NG
29
Northstar Group
New York
$1.76M -$66.6K -1,696 -4%
RCA
30
Rowland Carmichael Advisors
Arizona
$1.75M +$17.1K +436 +1%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$1.66M +$691K +17,589 +71%
MFS
32
Madrona Financial Services
Washington
$1.57M -$50.5K -1,285 -3%
MF
33
Madrona Funds
Washington
$1.57M +$1.57M +39,884 New
WA
34
Waverly Advisors
Alabama
$1.51M -$2.67K -68 -0.2%
CAN
35
Cetera Advisor Networks
California
$1.34M +$5.9K +150 +0.4%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$1.3M -$192K -4,880 -13%
MHS
37
M Holdings Securities
Oregon
$1.3M -$27.5K -700 -2%
ACP
38
Aveo Capital Partners
Colorado
$1.26M +$229K +5,778 +22%
EK
39
Evensky & Katz
Florida
$1.24M +$598K +15,212 +93%
BC
40
Brinker Capital
Pennsylvania
$1.22M +$52.8K +1,343 +5%
PAG
41
Private Advisor Group
New Jersey
$1.18M +$25.5K +650 +2%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.16M -$355K -9,032 -23%
SFG
43
StrategIQ Financial Group
Indiana
$1.14M +$21.5K +548 +2%
VFP
44
Verus Financial Partners
Virginia
$1.07M -$252K -6,413 -19%
MSA
45
Marino Stram & Associates
Massachusetts
$994K -$107K -2,718 -10%
DAS
46
Dynamic Advisor Solutions
Arizona
$981K +$71.2K +1,810 +8%
NS
47
NewDay Solutions
New Hampshire
$898K +$5.84K +149 +0.7%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$898K +$271K +6,897 +43%
WWM
49
Western Wealth Management
Colorado
$874K +$9K +229 +1%
CA
50
Cetera Advisors
Colorado
$873K +$251K +6,387 +40%
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