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iShares Core Moderate Allocation ETF

126 hedge funds and large institutions have $340M invested in iShares Core Moderate Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
40
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RWM
76
Ritholtz Wealth Management
New York
$266K 7,032 +7,032 New
RPG
77
Risk Paradigm Group
Texas
$262K 6,917 -180 -3%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$254K 6,694 -274 -4%
ODG
79
O'Dell Group
Ohio
$249K 6,566 +32 +0.5%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$244K 6,446 +645 +11%
VFA
81
Voya Financial Advisors
Connecticut
$242K 6,384 +150 +2%
PCFFS
82
Pacific Center for Financial Services
California
$221K 5,835
CFD
83
Creative Financial Designs
Indiana
$218K 5,763
CWM
84
Chesapeake Wealth Management
Virginia
$216K 5,695
CI
85
CX Institutional
Indiana
$214K 5,647 -645 -10%
PWAG
86
Polaris Wealth Advisory Group
California
$203K 5,370 -317 -6%
LFG
87
LifePlan Financial Group
Ohio
$166K 4,385 -657 -13%
S
88
SignatureFD
Georgia
$134K 3,533
AAP
89
Arax Advisory Partners
Colorado
$133K 3,519 +3,519 New
CFA
90
Carroll Financial Associates
North Carolina
$105K 2,786
TC
91
Trilogy Capital
California
$100K 2,642 +93 +4%
PA
92
Parallel Advisors
California
$96K 2,545 +262 +11%
AF
93
Advisornet Financial
Minnesota
$94K 2,473
RCA
94
Rowland Carmichael Advisors
Arizona
$88K 2,313
FHA
95
Flagship Harbor Advisors
Massachusetts
$78K 2,056
OIA
96
Optimum Investment Advisors
Illinois
$72K 1,900 +1,600 +533%
WP
97
WealthShield Partners
North Carolina
$61K 1,617 +54 +3%
CCM
98
Cribstone Capital Management
Maine
$60K 1,584 +25 +2%
WAM
99
Watermark Asset Management
California
$57K 1,515 -27 -2%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$49K 1,285 +145 +13%