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iShares Core Moderate Allocation ETF

154 hedge funds and large institutions have $362M invested in iShares Core Moderate Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
3.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
14
Increased
65
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAS
51
Nicolet Advisory Services
Wisconsin
$866K +$118K +2,999 +16%
KA
52
Kovack Advisors
Florida
$855K +$288K +7,324 +51%
RBFC
53
Roman Butler Fullerton & Co
Missouri
$832K +$181K +4,608 +28%
EA
54
Efficient Advisors
Ohio
$759K -$80.4K -2,046 -10%
SPIA
55
Steward Partners Investment Advisory
New York
$727K -$55.5K -1,415 -7%
LFA
56
Legacy Financial Advisors
Kentucky
$722K
RWM
57
Ritholtz Wealth Management
New York
$698K +$48.3K +1,229 +7%
FAIM
58
Financial Advocates Investment Management
Washington
$692K +$273K +6,941 +65%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$650K +$31.4K +799 +5%
RFN
60
RDA Financial Network
Iowa
$626K +$306K +7,695 +95%
NWM
61
Northwest Wealth Management
Iowa
$623K +$8.37K +213 +1%
VCWA
62
Vanguard Capital Wealth Advisors
Colorado
$604K -$166K -4,241 -22%
ACS
63
Archford Capital Strategies
Illinois
$588K +$60.4K +1,539 +11%
BHWM
64
Bay Harbor Wealth Management
Maryland
$555K +$1.18K +30 +0.2%
DC
65
Davenport & Co
Virginia
$541K
GWAG
66
Garrett Wealth Advisory Group
Texas
$525K
EWA
67
ERTS Wealth Advisors
Michigan
$517K +$7.51K +191 +1%
Citigroup
68
Citigroup
New York
$477K +$5.85K +149 +1%
MIC
69
Means Investment Company
Maine
$472K -$13.2K -332 -3%
WP
70
WealthPLAN Partners
Nebraska
$462K +$228K +5,759 +98%
Renaissance Technologies
71
Renaissance Technologies
New York
$436K +$66.8K +1,700 +18%
PA
72
PFG Advisors
Arizona
$435K -$248K -6,361 -36%
ACA
73
Anchor Capital Advisors
Massachusetts
$435K -$21.8K -555 -5%
OAM
74
Occidental Asset Management
California
$420K +$79 +2 +0%
CWM
75
Cahaba Wealth Management
Georgia
$409K +$2.32K +59 +0.6%