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iShares Core Moderate Allocation ETF

88 hedge funds and large institutions have $313M invested in iShares Core Moderate Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
17
Increased
37
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
51
MSI Financial Services
Massachusetts
$400K +$19.4K +551 +5%
AWM
52
Avior Wealth Management
Nebraska
$363K +$89.8K +2,551 +33%
RIA
53
Regal Investment Advisors
Michigan
$344K +$2.57K +73 +0.8%
Citadel Advisors
54
Citadel Advisors
Florida
$327K +$327K +9,291 New
SBL
55
Sargent Bickham Lagudis
Colorado
$319K
Baird Financial Group
56
Baird Financial Group
Wisconsin
$299K +$299K +8,480 New
Stifel Financial
57
Stifel Financial
Missouri
$279K +$279K +7,950 New
B
58
Bridgeworth
Alabama
$273K +$273K +7,635 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$259K +$17.6K +500 +7%
AFP
60
Ausdal Financial Partners
Iowa
$258K +$33.4K +949 +15%
ERIM
61
Eagle Ridge Investment Management
Connecticut
$254K
PCFFS
62
Pacific Center for Financial Services
California
$253K +$253K +7,181 New
GWM
63
Geneos Wealth Management
Colorado
$238K +$16.7K +474 +8%
HighTower Advisors
64
HighTower Advisors
Illinois
$234K +$9.25K +265 +4%
PWAG
65
Polaris Wealth Advisory Group
California
$221K +$6.4K +182 +3%
ODG
66
O'Dell Group
Ohio
$212K +$212K +6,030 New
NPC
67
National Planning Corporation
California
$210K -$245K -6,887 -54%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$79K +$75.5K +2,146 +2,146%
RCA
69
Rowland Carmichael Advisors
Arizona
$72K -$8.59K -245 -11%
CCM
70
Cribstone Capital Management
Maine
$72K -$5.17K -145 -7%
TFO
71
Tarbox Family Office
California
$62K
PA
72
Parallel Advisors
California
$55K +$55K +1,565 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$33K
DADC
74
D.A. Davidson & Co
Montana
$33K
CP
75
Corbenic Partners
Pennsylvania
$32K