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iShares Core Moderate Allocation ETF
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Overview Fund Activity

127 hedge funds and large institutions have $256M invested in iShares Core Moderate Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
50
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.8M
2
Jane Street
2
Jane Street
New York
$2.6M
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.9M
4
TA
4
Tiedemann Advisors
New York
$73.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.74M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.2M
2
HB
2
Homrich & Berg
Georgia
$1.68M
3
CA
3
Cetera Advisors
Colorado
$759K
4
Ameriprise
4
Ameriprise
Minnesota
$4.41M
5
Bank of America
5
Bank of America
North Carolina
$8.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RPG
76
Risk Paradigm Group
Texas
$266K 7,097 – –
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$262K 6,968 – –
ODG
78
O'Dell Group
Ohio
$245K 6,534 +17 +0.3%
CI
79
CX Institutional
Indiana
$236K 6,292 +6,292 New
VFA
80
Voya Financial Advisors
Connecticut
$233K 6,234 – –
PCFFS
81
Pacific Center for Financial Services
California
$219K 5,835 – –
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$218K 5,801 – –
CFD
83
Creative Financial Designs
Indiana
$216K 5,763 +530 +10%
PWAG
84
Polaris Wealth Advisory Group
California
$215K 5,687 – –
CWM
85
Chesapeake Wealth Management
Virginia
$214K 5,695 +5,695 New
LFG
86
LifePlan Financial Group
Ohio
$189K 5,042 – –
S
87
SignatureFD
Georgia
$133K 3,533 +403 +13%
JWA
88
JFS Wealth Advisors
Pennsylvania
$122K 3,253 +2,517 +342%
CFA
89
Carroll Financial Associates
North Carolina
$104K 2,786 – –
TC
90
Trilogy Capital
California
$96K 2,549 +385 +18%
AF
91
Advisornet Financial
Minnesota
$93K 2,473 -117 -5%
RCA
92
Rowland Carmichael Advisors
Arizona
$87K 2,313 – –
PA
93
Parallel Advisors
California
$85K 2,283 +783 +52%
AWA
94
Acorn Wealth Advisors
Michigan
$77K 2,044 – –
FHA
95
Flagship Harbor Advisors
Massachusetts
$77K 2,056 +2,056 New
CCM
96
Cribstone Capital Management
Maine
$59K 1,559 – –
WP
97
WealthShield Partners
North Carolina
$59K 1,563 – –
WAM
98
Watermark Asset Management
California
$58K 1,542 +3 +0.2%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$57K 1,525 -15 -1%
JFA
100
JNBA Financial Advisors
Minnesota
$52K 1,381 +133 +11%
2 3
4
5 6