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iShares Core Moderate Allocation ETF

158 hedge funds and large institutions have $564M invested in iShares Core Moderate Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+32
Holders Change %
+25.4%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
44
Increased
46
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RBFC
51
Roman Butler Fullerton & Co
Missouri
$1.03M +$1.03M +28,265 New
SFG
52
StrategIQ Financial Group
Indiana
$1.01M +$80.3K +2,250 +9%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$999K +$999K +28,000 New
PA
54
PFG Advisors
Arizona
$996K -$262K -7,048 -21%
VFP
55
Verus Financial Partners
Virginia
$808K
EA
56
Efficient Advisors
Ohio
$738K -$39.8K -1,115 -5%
CG
57
CFO4Life Group
Texas
$704K +$402K +11,266 +133%
SPIA
58
Steward Partners Investment Advisory
New York
$647K +$3.39K +95 +0.5%
AWM
59
AE Wealth Management
Kansas
$632K +$255K +7,150 +68%
SS
60
Simplicity Solutions
Minnesota
$632K +$632K +17,717 New
ACP
61
Aveo Capital Partners
Colorado
$627K -$23.8K -668 -4%
CA
62
Cetera Advisors
Colorado
$605K -$146K -4,090 -19%
BHWM
63
Bay Harbor Wealth Management
Maryland
$559K +$559K +15,668 New
NWM
64
Northwest Wealth Management
Iowa
$554K -$13.1K -367 -2%
CAN
65
Cetera Advisor Networks
California
$532K -$108K -3,025 -17%
PV
66
Private Vista
Illinois
$532K +$532K +14,908 New
DAS
67
Dynamic Advisor Solutions
Arizona
$524K -$56.7K -1,549 -10%
WIA
68
World Investment Advisors
California
$513K +$513K +14,370 New
GWMIA
69
Global Wealth Management Investment Advisory
Florida
$512K +$512K +14,352 New
MIC
70
Means Investment Company
Maine
$489K +$489K +13,706 New
ACS
71
Archford Capital Strategies
Illinois
$476K -$119K -3,334 -20%
GWAG
72
Garrett Wealth Advisory Group
Texas
$476K +$476K +13,350 New
KA
73
Kovack Advisors
Florida
$467K +$467K +13,087 New
RWM
74
Ritholtz Wealth Management
New York
$459K +$208K +5,826 +83%
FAIM
75
Financial Advocates Investment Management
Washington
$450K -$62.5K -1,750 -12%