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iShares Core Moderate Allocation ETF

191 hedge funds and large institutions have $468M invested in iShares Core Moderate Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 6 closing their positions.

Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
3.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
45
Increased
60
Reduced
62
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.87M +$589K +14,671 +26%
MAS
27
Madden Advisory Services
Florida
$2.82M
AAS
28
Annex Advisory Services
Wisconsin
$2.57M -$19.1K -475 -0.7%
SS
29
Simplicity Solutions
Minnesota
$2.46M -$5.82M -144,971 -70%
JAWM
30
J. Arnold Wealth Management
Ohio
$2.31M +$2.31M +57,553 New
RCA
31
Rowland Carmichael Advisors
Arizona
$2.14M +$347K +8,644 +19%
UBS Group
32
UBS Group
Switzerland
$1.93M -$59.4K -1,481 -3%
NG
33
Northstar Group
New York
$1.74M -$60.1K -1,498 -3%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.58M -$118K -2,929 -7%
MFS
35
Madrona Financial Services
Washington
$1.55M -$47.6K -1,186 -3%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$1.5M +$168K +4,172 +13%
BFA
37
Beacon Financial Advisory
Ohio
$1.5M +$1.5M +37,396 New
PAG
38
Private Advisor Group
New Jersey
$1.47M +$259K +6,449 +21%
ACP
39
Aveo Capital Partners
Colorado
$1.37M +$97.2K +2,422 +8%
MHS
40
M Holdings Securities
Oregon
$1.33M +$6.26K +156 +0.5%
WA
41
Waverly Advisors
Alabama
$1.32M -$248K -6,080 -16%
TCBWMS
42
Texas Capital Bank Wealth Management Services
Texas
$1.3M +$1.3M +32,450 New
CAN
43
Cetera Advisor Networks
California
$1.26M -$105K -2,607 -8%
SFG
44
StrategIQ Financial Group
Indiana
$1.16M -$2.37K -59 -0.2%
RJA
45
Raymond James & Associates
Florida
$1.14M +$765K +19,057 +204%
VFP
46
Verus Financial Partners
Virginia
$1.11M +$20.1K +501 +2%
Renaissance Technologies
47
Renaissance Technologies
New York
$1.09M +$645K +16,063 +145%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.05M -$132K -3,296 -11%
DAS
49
Dynamic Advisor Solutions
Arizona
$1.03M +$31.5K +784 +3%
MSA
50
Marino Stram & Associates
Massachusetts
$1.02M +$2.85K +71 +0.3%