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iShares Core Moderate Allocation ETF

69 hedge funds and large institutions have $302M invested in iShares Core Moderate Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
28
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$241K +$38.3K +1,127 +19%
HFS
52
HL Financial Services
Kentucky
$240K -$124K -3,650 -34%
AIG
53
American International Group
New York
$232K -$37.4K -1,101 -14%
OAJ
54
Ogorek Anthony Joseph
New York
$164K -$3.51K -103 -2%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$120K +$99.6K +2,925 +488%
ACM
56
Argentus Capital Management
Texas
$109K -$545K -16,056 -83%
AFP
57
Ausdal Financial Partners
Iowa
$105K +$105K +3,089 New
Creative Planning
58
Creative Planning
Kansas
$44K -$16.9K -494 -28%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$42K -$20.8K -608 -33%
CP
60
Corbenic Partners
Pennsylvania
$31K
TFO
61
Tarbox Family Office
California
$25K +$25K +726 New
AIP
62
Ameritas Investment Partners
Nebraska
$10K
AWM
63
AllSquare Wealth Management
New York
$8K
NFG
64
Next Financial Group
Texas
$6K
SEI Investments
65
SEI Investments
Pennsylvania
$5K +$5K +135 New
CCS
66
Crosspoint Capital Strategies
California
$1K +$1K +35 New
RCM
67
Rain Capital Management
Oregon
$437 +$437 +12 New
Jane Street
68
Jane Street
New York
-$2.75M -81,111 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$945K -27,908 Closed
VKH
70
Virtu KCG Holdings
New York
-$648K -19,135 Closed
GF
71
Gerstein Fisher
New York
-$513K -15,155 Closed
SI
72
SII Investments
Wisconsin
-$355K -10,473 Closed
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
-$350K -10,346 Closed
Citadel Advisors
74
Citadel Advisors
Florida
-$315K -9,306 Closed
BIAS
75
Beacon Investment Advisory Services
New Jersey
-$259K -7,652 Closed