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iShares Core Moderate Allocation ETF

131 hedge funds and large institutions have $249M invested in iShares Core Moderate Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+6
Holders Change %
+4.8%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
22
Increased
45
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$514K -$6.76K -179 -1%
DAS
52
Dynamic Advisor Solutions
Arizona
$477K +$869 +23 +0.2%
OAM
53
Occidental Asset Management
California
$457K +$40.6K +1,075 +10%
BSWM
54
Boston Standard Wealth Management
Massachusetts
$437K +$15.9K +420 +4%
JWM
55
Jackson Wealth Management
Florida
$411K +$15.1K +401 +4%
Lido Advisors
56
Lido Advisors
California
$404K +$31.1K +823 +8%
FAAS
57
First Allied Advisory Services
California
$392K +$13.3K +351 +4%
CCM
58
Coldstream Capital Management
Washington
$354K -$1.45M -38,413 -80%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$352K +$27.2K +727 +8%
SBL
60
Sargent Bickham Lagudis
Colorado
$342K
MA
61
Mutual Advisors
Nebraska
$331K -$15.7K -415 -5%
BCI
62
Brinker Capital Investments
Pennsylvania
$322K +$73.1K +1,937 +29%
SFWA
63
Summit Financial Wealth Advisors
Louisiana
$311K
MPPLM
64
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$305K +$48.6K +1,287 +19%
B
65
Bridgeworth
Alabama
$303K +$303K +8,069 New
AWM
66
AE Wealth Management
Kansas
$291K -$216K -5,721 -43%
AWM
67
Avior Wealth Management
Nebraska
$286K -$96.3K -2,555 -25%
SC
68
Scotia Capital
Ontario, Canada
$274K +$274K +7,253 New
HighTower Advisors
69
HighTower Advisors
Illinois
$272K +$10.1K +264 +4%
BIAS
70
Beacon Investment Advisory Services
New Jersey
$270K
RPG
71
Risk Paradigm Group
Texas
$268K
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$263K -$1.17K -31 -0.4%
ODG
73
O'Dell Group
Ohio
$246K +$2.76K +73 +1%
Citadel Advisors
74
Citadel Advisors
Florida
$234K -$359K -9,519 -61%
VFA
75
Voya Financial Advisors
Connecticut
$234K +$6.08K +162 +3%