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iShares Core Moderate Allocation ETF

81 hedge funds and large institutions have $144M invested in iShares Core Moderate Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+14
Holders Change %
+20.9%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
18
Increased
36
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
51
Sargent Bickham Lagudis
Colorado
$320K -$1.03M -29,144 -76%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$301K +$301K +8,570 New
SCA
53
Snowden Capital Advisors
New York
$287K +$287K +8,132 New
EK
54
Evensky & Katz
Florida
$247K +$79.7K +2,258 +48%
PWAG
55
Polaris Wealth Advisory Group
California
$245K -$9.43K -267 -4%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$222K -$66.6K -1,889 -23%
RJA
57
Raymond James & Associates
Florida
$219K +$219K +6,213 New
AFP
58
Ausdal Financial Partners
Iowa
$208K +$208K +5,889 New
RCG
59
Ruggie Capital Group
Florida
$168K -$26.3K -745 -14%
GWM
60
Geneos Wealth Management
Colorado
$168K +$5.3K +150 +3%
OAJ
61
Ogorek Anthony Joseph
New York
$159K -$2.08K -59 -1%
ACM
62
Argentus Capital Management
Texas
$152K +$152K +4,313 New
RCA
63
Rowland Carmichael Advisors
Arizona
$85K +$52.8K +1,493 +164%
CCM
64
Cribstone Capital Management
Maine
$81K +$81K +2,300 New
TFO
65
Tarbox Family Office
California
$62K +$10.1K +287 +19%
SEI Investments
66
SEI Investments
Pennsylvania
$38K +$38K +1,070 New
Creative Planning
67
Creative Planning
Kansas
$36K -$10.1K -287 -22%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$33K -$10.2K -290 -24%
CP
69
Corbenic Partners
Pennsylvania
$32K
IF
70
Ironwood Financial
Arizona
$30K
WA
71
WFG Advisors
Texas
$26K +$26K +745 New
AWM
72
Avior Wealth Management
Nebraska
$22K +$22K +619 New
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$17K +$17K +491 New
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$12K -$107K -3,127 -90%
NC
75
NewSquare Capital
Pennsylvania
$11K -$474K -13,995 -98%