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iShares Core Moderate Allocation ETF

125 hedge funds and large institutions have $317M invested in iShares Core Moderate Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
125
Holders Change
+25
Holders Change %
+25%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
52
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BIAS
76
Beacon Investment Advisory Services
New Jersey
$272K 7,156 -98,844 -93%
RPG
77
Risk Paradigm Group
Texas
$270K 7,097 -100 -1%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$266K 6,999
HighTower Advisors
79
HighTower Advisors
Illinois
$262K 6,838 +306 +5%
MPPLM
80
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$258K 6,790 +6,790 New
BCI
81
Brinker Capital Investments
Pennsylvania
$251K 6,596 +29 +0.4%
ODG
82
O'Dell Group
Ohio
$245K 6,444 +17 +0.3%
VFA
83
Voya Financial Advisors
Connecticut
$231K 6,072
Stifel Financial
84
Stifel Financial
Missouri
$224K 5,890 +5,890 New
EK
85
Evensky & Katz
Florida
$223K 5,867 -62,630 -91%
PCFFS
86
Pacific Center for Financial Services
California
$222K 5,835
PWAG
87
Polaris Wealth Advisory Group
California
$203K 5,334 -697 -12%
CFD
88
Creative Financial Designs
Indiana
$173K 4,561 +250 +6%
RCA
89
Rowland Carmichael Advisors
Arizona
$160K 4,213 +180 +4%
CA
90
Calton & Associates
Florida
$159K 4,096 +4,096 New
AF
91
Advisornet Financial
Minnesota
$127K 3,340 +3,340 New
CFA
92
Carroll Financial Associates
North Carolina
$105K 2,786
AWA
93
Acorn Wealth Advisors
Michigan
$84K 2,196 +2,196 New
SWP
94
Stratos Wealth Partners
Ohio
$79K 2,070 +2,070 New
WAM
95
Watermark Asset Management
California
$58K 1,525 +765 +101%
PA
96
Parallel Advisors
California
$57K 1,500 -5 -0.3%
TCOV
97
Trust Company of Vermont
Vermont
$56K 1,462
JWA
98
JFS Wealth Advisors
Pennsylvania
$56K 1,472 +739 +101%
CCM
99
Cribstone Capital Management
Maine
$55K 1,420 +45 +3%
BWA
100
Burt Wealth Advisors
Maryland
$54K 1,415