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iShares Core Moderate Allocation ETF

96 hedge funds and large institutions have $204M invested in iShares Core Moderate Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
39
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
76
Burt Wealth Advisors
Maryland
$52K +$52K +1,415 New
CCM
77
Cribstone Capital Management
Maine
$50K -$372 -10 -0.7%
CTC
78
Central Trust Company
Missouri
$40K +$40K +1,082 New
JFA
79
JNBA Financial Advisors
Minnesota
$38K -$25.7K -682 -40%
WIM
80
Westside Investment Management
California
$37K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$35K
DADC
82
D.A. Davidson & Co
Montana
$35K
TFO
83
Tarbox Family Office
California
$32K -$33.1K -896 -51%
IF
84
Ironwood Financial
Arizona
$32K
WAM
85
Watermark Asset Management
California
$28K
IIC
86
Integrated Investment Consultants
Michigan
$28K +$28K +750 New
JWA
87
JFS Wealth Advisors
Pennsylvania
$27K +$27K +728 New
CP
88
Corbenic Partners
Pennsylvania
$19K
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$13K
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$37 +1 +0.6%
CFA
91
Carroll Financial Associates
North Carolina
$3K
WA
92
WFG Advisors
Texas
$2K +$2K +51 New
VWA
93
V Wealth Advisors
Kansas
$1K +$1K +29 New
IWM
94
IHT Wealth Management
Illinois
$39 +$39 +34,868 +9,398%
Citadel Advisors
95
Citadel Advisors
Florida
-$1.4M -38,630 Closed
Wolverine Trading
96
Wolverine Trading
Illinois
-$897K -24,635 Closed
JWM
97
Jackson Wealth Management
Florida
-$682K -18,816 Closed
CFA
98
Cahill Financial Advisors
Minnesota
-$637K -17,501 Closed
VKH
99
Virtu KCG Holdings
New York
-$631K -17,351 Closed
Baird Financial Group
100
Baird Financial Group
Wisconsin
-$218K -6,000 Closed