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iShares Core Moderate Allocation ETF

88 hedge funds and large institutions have $184M invested in iShares Core Moderate Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
31
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
51
Sargent Bickham Lagudis
Colorado
$329K
AFP
52
Ausdal Financial Partners
Iowa
$329K +$62.7K +1,725 +24%
B
53
Bridgeworth
Alabama
$308K +$32K +885 +12%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$262K -$6.01K -165 -2%
PCFFS
55
Pacific Center for Financial Services
California
$261K
VFP
56
Verus Financial Partners
Virginia
$251K +$251K +6,893 New
ERIM
57
Eagle Ridge Investment Management
Connecticut
$249K -$12.7K -350 -5%
ICOA
58
Investment Centers of America
North Dakota
$248K +$248K +6,839 New
GWM
59
Geneos Wealth Management
Colorado
$246K +$1.27K +35 +0.5%
VFA
60
Voya Financial Advisors
Connecticut
$232K +$232K +6,353 New
HighTower Advisors
61
HighTower Advisors
Illinois
$224K -$19.2K -530 -8%
EK
62
Evensky & Katz
Florida
$220K +$206K +5,671 +1,516%
ODG
63
O'Dell Group
Ohio
$219K
Baird Financial Group
64
Baird Financial Group
Wisconsin
$218K -$90.1K -2,480 -29%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$213K -$379K -10,424 -64%
RCA
66
Rowland Carmichael Advisors
Arizona
$120K +$45.5K +1,255 +61%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$82K
CFD
68
Creative Financial Designs
Indiana
$69K +$69K +1,910 New
TFO
69
Tarbox Family Office
California
$64K
JFA
70
JNBA Financial Advisors
Minnesota
$61K +$32.4K +897 +113%
PA
71
Parallel Advisors
California
$58K
OAJ
72
Ogorek Anthony Joseph
New York
$52K +$35.9K +1,002 +224%
CCM
73
Cribstone Capital Management
Maine
$49K -$24K -665 -33%
WIM
74
Westside Investment Management
California
$36.3K +$36.3K +1,000 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$34K