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iShares Core Moderate Allocation ETF
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Overview Fund Activity

125 hedge funds and large institutions have $317M invested in iShares Core Moderate Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
125
Holders Change
+25
Holders Change %
+25%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
52
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Stuart Chaussee & Associates
California
$30.1M
2
Wells Fargo
2
Wells Fargo
California
$23.3M
3
BC
3
Brinker Capital
Pennsylvania
$5.05M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
TA
5
Tiedemann Advisors
New York
$70.4M

Top Sellers

1
BIAS
1
Beacon Investment Advisory Services
New Jersey
$272K
2
PAG
2
Private Advisor Group
New Jersey
$1.22M
3
EK
3
Evensky & Katz
Florida
$223K
4
NPC
4
National Planning Corporation
California
$0
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$701K 18,435 +138 +0.8%
SPIA
52
Steward Partners Investment Advisory
New York
$680K 17,900 – –
NWM
53
Northwest Wealth Management
Iowa
$656K 17,257 +860 +5%
TSS
54
Two Sigma Securities
New York
$651K 17,109 +17,109 New
Citadel Advisors
55
Citadel Advisors
Florida
$598K 15,715 +15,715 New
WP
56
WealthPLAN Partners
Nebraska
$541K 14,225 +934 +7%
Renaissance Technologies
57
Renaissance Technologies
New York
$535K 14,073 +14,073 New
IA
58
IFP Advisors
Florida
$529K 13,915 -3,809 -21%
FAIM
59
Financial Advocates Investment Management
Washington
$525K 13,800 +13,800 New
AWM
60
AE Wealth Management
Kansas
$511K 13,424 +5,712 +74%
AIP
61
Ahrens Investment Partners
Louisiana
$483K 12,700 +700 +6%
DAS
62
Dynamic Advisor Solutions
Arizona
$480K 12,608 -37 -0.3%
BSWM
63
Boston Standard Wealth Management
Massachusetts
$424K 11,137 -3,348 -23%
MML Investors Services
64
MML Investors Services
Massachusetts
$423K 11,130 +947 +9%
OAM
65
Occidental Asset Management
California
$420K 11,036 +3,013 +38%
JWM
66
Jackson Wealth Management
Florida
$405K 10,546 +10,546 New
AWM
67
Avior Wealth Management
Nebraska
$386K 10,140 +328 +3%
FAAS
68
First Allied Advisory Services
California
$381K 10,008 +10,008 New
Lido Advisors
69
Lido Advisors
California
$375K 9,882 – –
MA
70
Mutual Advisors
Nebraska
$349K 9,181 +9,181 New
SBL
71
Sargent Bickham Lagudis
Colorado
$345K 9,057 – –
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$331K 8,693 +646 +8%
SFWA
73
Summit Financial Wealth Advisors
Louisiana
$313K 8,225 – –
CCM
74
Crabel Capital Management
California
$297K 7,803 +7,803 New
SS
75
Simplicity Solutions
Minnesota
$292K 7,665 +7,665 New
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3
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