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iShares Core Moderate Allocation ETF

131 hedge funds and large institutions have $249M invested in iShares Core Moderate Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
131
Holders Change
+6
Holders Change %
+4.8%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
22
Increased
45
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AW
76
ACG Wealth
Georgia
$229K +$229K +6,057 New
PCFFS
77
Pacific Center for Financial Services
California
$220K
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$219K -$1.25M -32,983 -85%
PWAG
79
Polaris Wealth Advisory Group
California
$215K +$13.3K +353 +7%
TSS
80
Two Sigma Securities
New York
$211K -$437K -11,534 -67%
CFD
81
Creative Financial Designs
Indiana
$198K +$25.4K +672 +15%
LFG
82
LifePlan Financial Group
Ohio
$190K +$190K +5,042 New
CF
83
Centaurus Financial
California
$136K +$136K +3,599 New
S
84
SignatureFD
Georgia
$118K +$118K +3,130 New
CCA
85
Clearwater Capital Advisors
Illinois
$113K +$113K +2,979 New
CFA
86
Carroll Financial Associates
North Carolina
$105K
AF
87
Advisornet Financial
Minnesota
$98K -$28.4K -750 -22%
RCA
88
Rowland Carmichael Advisors
Arizona
$87K -$71.5K -1,900 -45%
TC
89
Trilogy Capital
California
$82K +$82K +2,164 New
BWA
90
Burt Wealth Advisors
Maryland
$78K +$24.6K +650 +46%
AWA
91
Acorn Wealth Advisors
Michigan
$77K -$5.73K -152 -7%
CCM
92
Cribstone Capital Management
Maine
$59K +$5.26K +139 +10%
WP
93
WealthShield Partners
North Carolina
$59K +$59K +1,563 New
WAM
94
Watermark Asset Management
California
$58K +$528 +14 +0.9%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$58K +$44.8K +1,190 +340%
PA
96
Parallel Advisors
California
$57K
JFA
97
JNBA Financial Advisors
Minnesota
$47K +$5.46K +145 +13%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$43K
OAJ
99
Ogorek Anthony Joseph
New York
$43K
SWP
100
Stratos Wealth Partners
Ohio
$42K -$35.6K -950 -46%