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iShares Core Moderate Allocation ETF

100 hedge funds and large institutions have $243M invested in iShares Core Moderate Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
2.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
11
Increased
46
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
76
Carroll Financial Associates
North Carolina
$105K +$101K +2,690 +2,802%
BA
77
BKS Advisors
Michigan
$102K +$102K +2,693 New
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$83K -$39.7K -1,045 -32%
PA
79
Parallel Advisors
California
$57K
TCOV
80
Trust Company of Vermont
Vermont
$56K
BWA
81
Burt Wealth Advisors
Maryland
$54K
CCM
82
Cribstone Capital Management
Maine
$52K +$1.14K +30 +2%
OAJ
83
Ogorek Anthony Joseph
New York
$43K -$11.2K -300 -21%
JFA
84
JNBA Financial Advisors
Minnesota
$43K +$4.61K +121 +12%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$43K +$7.54K +200 +21%
WIM
86
Westside Investment Management
California
$37.9K
TFO
87
Tarbox Family Office
California
$33K
IF
88
Ironwood Financial
Arizona
$33K
CTC
89
Central Trust Company
Missouri
$31K -$10K -264 -24%
WAM
90
Watermark Asset Management
California
$29K
IIC
91
Integrated Investment Consultants
Michigan
$28K
JWA
92
JFS Wealth Advisors
Pennsylvania
$28K +$191 +5 +0.7%
CP
93
Corbenic Partners
Pennsylvania
$20K
PG
94
Patten Group
Tennessee
$15K +$15K +390 New
IWM
95
IHT Wealth Management
Illinois
$13K -$1.27M -34,883 -99%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$13K
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$6K
AWM
98
AllSquare Wealth Management
New York
$5K +$5K +122 New
BFEC
99
Benjamin F. Edwards & Company
Missouri
$4K +$4K +100 New
Creative Planning
100
Creative Planning
Kansas
-$394K -10,570 Closed