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iShares Core Moderate Allocation ETF

191 hedge funds and large institutions have $468M invested in iShares Core Moderate Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
3.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
45
Increased
60
Reduced
62
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$1M +$1M +24,907 New
V
52
Veritable
Delaware
$987K -$907K -22,606 -48%
RBFC
53
Roman Butler Fullerton & Co
Missouri
$986K +$136K +3,395 +16%
NAS
54
Nicolet Advisory Services
Wisconsin
$982K +$97.3K +2,424 +11%
BSAM
55
Blue Sky Asset Management
Colorado
$954K +$954K +23,783 New
WWM
56
Western Wealth Management
Colorado
$861K -$30.9K -771 -3%
Stifel Financial
57
Stifel Financial
Missouri
$856K +$856K +21,338 New
WP
58
WealthPLAN Partners
Nebraska
$851K +$373K +9,120 +78%
NWM
59
Northwest Wealth Management
Iowa
$849K +$212K +5,286 +33%
KA
60
Kovack Advisors
Florida
$831K -$42.8K -1,065 -5%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$823K -$93.5K -2,330 -10%
SPIA
62
Steward Partners Investment Advisory
New York
$753K +$9.63K +240 +1%
LFA
63
Legacy Financial Advisors
Kentucky
$738K
EA
64
Efficient Advisors
Ohio
$731K -$44.3K -1,102 -6%
FAIM
65
Financial Advocates Investment Management
Washington
$729K +$21.5K +536 +3%
RWM
66
Ritholtz Wealth Management
New York
$678K -$35.1K -874 -5%
DC
67
Davenport & Co
Virginia
$678K +$122K +3,031 +22%
APA
68
American Portfolios Advisors
New York
$674K +$592K +14,751 +720%
RFN
69
RDA Financial Network
Iowa
$669K +$31.3K +775 +5%
SWP
70
Stratos Wealth Partners
Ohio
$661K +$661K +16,473 New
VWA
71
Visionary Wealth Advisors
Illinois
$613K +$613K +15,295 New
CA
72
Cetera Advisors
Colorado
$605K -$285K -7,106 -32%
NS
73
NewDay Solutions
New Hampshire
$589K -$330K -8,240 -36%
ACS
74
Archford Capital Strategies
Illinois
$552K -$48.6K -1,211 -8%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$537K -$127K -3,161 -19%