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iShares Core Moderate Allocation ETF

159 hedge funds and large institutions have $330M invested in iShares Core Moderate Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.46%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
20
Increased
62
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAS
51
Nicolet Advisory Services
Wisconsin
$743K +$21.8K +560 +3%
LFA
52
Legacy Financial Advisors
Kentucky
$717K
PA
53
PFG Advisors
Arizona
$684K -$234K -6,002 -26%
RBFC
54
Roman Butler Fullerton & Co
Missouri
$647K -$128K -3,290 -17%
RWM
55
Ritholtz Wealth Management
New York
$645K +$187K +4,801 +41%
EK
56
Evensky & Katz
Florida
$637K -$668K -17,124 -51%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$622K +$38.1K +978 +7%
CA
58
Cetera Advisors
Colorado
$619K +$43.1K +1,100 +7%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$614K -$71.6K -1,836 -10%
NWM
60
Northwest Wealth Management
Iowa
$611K -$83.5K -2,138 -12%
FI
61
FormulaFolio Investments
Michigan
$580K +$580K +14,854 New
KA
62
Kovack Advisors
Florida
$563K +$52K +1,335 +10%
BHWM
63
Bay Harbor Wealth Management
Maryland
$550K -$64.4K -1,651 -10%
DC
64
Davenport & Co
Virginia
$541K +$541K +13,862 New
ACS
65
Archford Capital Strategies
Illinois
$524K -$7.45K -191 -1%
GWAG
66
Garrett Wealth Advisory Group
Texas
$521K
EWA
67
ERTS Wealth Advisors
Michigan
$506K -$21.7K -557 -4%
MIC
68
Means Investment Company
Maine
$474K +$7.18K +185 +2%
Citigroup
69
Citigroup
New York
$468K -$23.3K -597 -5%
ACA
70
Anchor Capital Advisors
Massachusetts
$454K
CCM
71
Coldstream Capital Management
Washington
$427K +$43.8K +1,122 +11%
BIAS
72
Beacon Investment Advisory Services
New Jersey
$420K
SS
73
Simplicity Solutions
Minnesota
$417K -$307K -7,859 -42%
OAM
74
Occidental Asset Management
California
$417K -$16.8K -429 -4%
RJA
75
Raymond James & Associates
Florida
$417K -$1.52K -39 -0.4%