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iShares Core Moderate Allocation ETF
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Overview Fund Activity

127 hedge funds and large institutions have $256M invested in iShares Core Moderate Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
50
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.8M
2
Jane Street
2
Jane Street
New York
$2.6M
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.9M
4
TA
4
Tiedemann Advisors
New York
$73.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.74M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.2M
2
HB
2
Homrich & Berg
Georgia
$1.68M
3
CA
3
Cetera Advisors
Colorado
$759K
4
Ameriprise
4
Ameriprise
Minnesota
$4.41M
5
Bank of America
5
Bank of America
North Carolina
$8.2M
Name Market Value Shares Shares
Change 		Shares
Change %
ACS
51
Archford Capital Strategies
Illinois
$650K 17,332 -3,449 -17%
CAN
52
Cetera Advisor Networks
California
$648K 17,248 -24 -0.1%
DAS
53
Dynamic Advisor Solutions
Arizona
$638K 16,986 +4,355 +34%
AIP
54
Ahrens Investment Partners
Louisiana
$604K 16,100 +1,500 +10%
FAIM
55
Financial Advocates Investment Management
Washington
$541K 14,447 +826 +6%
VCWA
56
Vanguard Capital Wealth Advisors
Colorado
$523K 13,961 -379 -3%
IA
57
IFP Advisors
Florida
$482K 12,837 -1,078 -8%
OAM
58
Occidental Asset Management
California
$470K 12,515 +404 +3%
BBA
59
Braun-Bostich & Associates
Pennsylvania
$452K 12,055 -2,914 -19%
Lido Advisors
60
Lido Advisors
California
$396K 10,571 -134 -1%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$387K 10,308 +888 +9%
FAAS
62
First Allied Advisory Services
California
$364K 9,659 -700 -7%
CCM
63
Coldstream Capital Management
Washington
$343K 9,144 -217 -2%
SBL
64
Sargent Bickham Lagudis
Colorado
$340K 9,057 – –
MPPLM
65
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$336K 8,959 +882 +11%
MA
66
Mutual Advisors
Nebraska
$329K 8,768 +2 +0%
BCI
67
Brinker Capital Investments
Pennsylvania
$321K 8,562 +29 +0.3%
CG
68
CFO4Life Group
Texas
$318K 8,473 +8,473 New
AWM
69
Avior Wealth Management
Nebraska
$312K 8,305 +720 +9%
SFWA
70
Summit Financial Wealth Advisors
Louisiana
$311K 8,225 – –
B
71
Bridgeworth
Alabama
$285K 7,603 -466 -6%
AWM
72
AE Wealth Management
Kansas
$281K 7,480 -223 -3%
SC
73
Scotia Capital
Ontario, Canada
$274K 7,253 – –
BIAS
74
Beacon Investment Advisory Services
New Jersey
$270K 7,181 +25 +0.3%
HighTower Advisors
75
HighTower Advisors
Illinois
$269K 7,161 +59 +0.8%
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