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iShares Core Moderate Allocation ETF

67 hedge funds and large institutions have $135M invested in iShares Core Moderate Allocation ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
25
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EK
51
Evensky & Katz
Florida
$165K 4,741 -28,719 -86%
IA
52
IFP Advisors
Florida
$161K 4,187 -6,960 -62%
GWM
53
Geneos Wealth Management
Colorado
$160K 4,604 +4,604 New
OAJ
54
Ogorek Anthony Joseph
New York
$159K 4,580 -233 -5%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$121K 3,477 -47 -1%
TFO
56
Tarbox Family Office
California
$51K 1,475 +749 +103%
Creative Planning
57
Creative Planning
Kansas
$46K 1,311 +27 +2%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$43K 1,230
CP
59
Corbenic Partners
Pennsylvania
$32K 915
RCA
60
Rowland Carmichael Advisors
Arizona
$32K 910 +910 New
IF
61
Ironwood Financial
Arizona
$30K 861 +861 New
AIP
62
Ameritas Investment Partners
Nebraska
$10K 304
AWM
63
AllSquare Wealth Management
New York
$8K 226
NFG
64
Next Financial Group
Texas
$6K 200
CFA
65
Carroll Financial Associates
North Carolina
$3K 96 +96 New
RCM
66
Rain Capital Management
Oregon
$1.48K 42 +30 +250%
HT
67
Hefren-Tillotson
Pennsylvania
-1,119,854 Closed
BC
68
Brinker Capital
Pennsylvania
-189,581 Closed
CS
69
Credit Suisse
Switzerland
-67,003 Closed
NEIRG
70
New England Investment & Retirement Group
Massachusetts
-21,936 Closed
M&T Bank
71
M&T Bank
New York
-14,052 Closed
HighTower Advisors
72
HighTower Advisors
Illinois
-12,301 Closed
SC
73
Scotia Capital
Ontario, Canada
-11,664 Closed
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
-7,975 Closed
FAAS
75
First Allied Advisory Services
California
-7,545 Closed