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iShares Core Moderate Allocation ETF

96 hedge funds and large institutions have $204M invested in iShares Core Moderate Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
39
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
51
Acertus Capital Management
New Jersey
$369K +$369K +9,905 New
BIAS
52
Beacon Investment Advisory Services
New Jersey
$369K +$369K +9,905 New
AWM
53
Avior Wealth Management
Nebraska
$364K +$969 +26 +0.3%
AFP
54
Ausdal Financial Partners
Iowa
$347K +$9.66K +259 +3%
MML Investors Services
55
MML Investors Services
Massachusetts
$344K +$344K +9,226 New
B
56
Bridgeworth
Alabama
$342K +$28.1K +762 +9%
SBL
57
Sargent Bickham Lagudis
Colorado
$338K
HighTower Advisors
58
HighTower Advisors
Illinois
$308K +$76.9K +2,054 +33%
GWM
59
Geneos Wealth Management
Colorado
$302K +$49.6K +1,335 +20%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$261K -$7.46K -200 -3%
OAM
61
Occidental Asset Management
California
$258K +$258K +6,922 New
VFP
62
Verus Financial Partners
Virginia
$251K -$6.16K -165 -2%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$248K -$914K -24,559 -79%
ERIM
64
Eagle Ridge Investment Management
Connecticut
$246K -$9.32K -250 -4%
PCFFS
65
Pacific Center for Financial Services
California
$243K -$25K -671 -9%
AWM
66
AE Wealth Management
Kansas
$234K +$234K +6,273 New
VFA
67
Voya Financial Advisors
Connecticut
$226K -$10.5K -281 -4%
ODG
68
O'Dell Group
Ohio
$225K
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$219K +$75 +2 +0%
CFD
70
Creative Financial Designs
Indiana
$161K +$89.7K +2,401 +126%
RCA
71
Rowland Carmichael Advisors
Arizona
$142K +$18.6K +500 +15%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$120K +$36.6K +984 +44%
PA
73
Parallel Advisors
California
$56K -$2.23K -60 -4%
OAJ
74
Ogorek Anthony Joseph
New York
$54K
TCOV
75
Trust Company of Vermont
Vermont
$54K +$54K +1,462 New