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iShares Core Moderate Allocation ETF

77 hedge funds and large institutions have $152M invested in iShares Core Moderate Allocation ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
7
Increased
37
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$248K -$248K -6,864 -50%
HighTower Advisors
52
HighTower Advisors
Illinois
$231K +$231K +6,441 New
AFP
53
Ausdal Financial Partners
Iowa
$230K +$17.5K +486 +8%
GWM
54
Geneos Wealth Management
Colorado
$226K +$55K +1,528 +32%
PWAG
55
Polaris Wealth Advisory Group
California
$220K -$30.1K -835 -12%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$195K -$32.1K -891 -14%
CWM
57
Concert Wealth Management
California
$188K +$188K +5,170 New
RCA
58
Rowland Carmichael Advisors
Arizona
$83K -$3.79K -105 -4%
CCM
59
Cribstone Capital Management
Maine
$77K -$4.8K -135 -6%
TFO
60
Tarbox Family Office
California
$64K
Creative Planning
61
Creative Planning
Kansas
$37K +$393 +11 +1%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$34K
CP
63
Corbenic Partners
Pennsylvania
$33K
DADC
64
D.A. Davidson & Co
Montana
$33K +$33K +940 New
IF
65
Ironwood Financial
Arizona
$31K
WA
66
WFG Advisors
Texas
$27K +$180 +5 +0.7%
OAJ
67
Ogorek Anthony Joseph
New York
$16K -$145K -4,073 -90%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$13K
NFG
69
Next Financial Group
Texas
$12K +$4.62K +125 +63%
WDL
70
Well Done LLC
Michigan
$9.36K +$64 +406 +0.7%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$4K -$15.6K -391 -80%
AWM
72
AllSquare Wealth Management
New York
$4K
Citigroup
73
Citigroup
New York
$4K +$4K +100 New
CFA
74
Carroll Financial Associates
North Carolina
$3K
RCM
75
Rain Capital Management
Oregon
$2.03K +$253 +7 +14%