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iShares Core Moderate Allocation ETF
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Overview Fund Activity

55 hedge funds and large institutions have $94.6M invested in iShares Core Moderate Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
55
Holders Change
+17
Holders Change %
+44.74%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
21
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.8M
2
MAA
2
Managed Account Advisors
New Jersey
$14.4M
3
Bank of America
3
Bank of America
North Carolina
$10.3M
4
BTS
4
BB&T Securities
Virginia
$4.52M
5
VKH
5
Virtu KCG Holdings
New York
$2.54M

Top Sellers

1
MG
1
MDE Group
New Jersey
$242K
2
ACM
2
Acertus Capital Management
New Jersey
$242K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$362K
4
HNB
4
Huntington National Bank
Ohio
$255K
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$18K – – –
AIP
52
Ameritas Investment Partners
Nebraska
$13K +$13K +372 New
AWM
53
AllSquare Wealth Management
New York
$11K +$11K +312 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$5K -$18.9K -519 -79%
RIA
55
Regal Investment Advisors
Michigan
$1K – – –
Northern Trust
56
Northern Trust
Illinois
– -$249K -7,140 Closed
1 2
3