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iShares Core Moderate Allocation ETF

158 hedge funds and large institutions have $564M invested in iShares Core Moderate Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+32
Holders Change %
+25.4%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
44
Increased
46
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
76
Citigroup
New York
$450K +$425K +11,890 +1,675%
EWA
77
ERTS Wealth Advisors
Michigan
$444K +$444K +12,434 New
VCWA
78
Vanguard Capital Wealth Advisors
Colorado
$434K -$142K -3,972 -25%
OAM
79
Occidental Asset Management
California
$424K -$13.1K -368 -3%
BBA
80
Braun-Bostich & Associates
Pennsylvania
$368K +$3.14K +88 +0.9%
SPC
81
Sigma Planning Corp
Michigan
$363K -$578K -16,200 -61%
TSS
82
Two Sigma Securities
New York
$361K -$26.4K -739 -7%
CCM
83
Coldstream Capital Management
Washington
$359K +$23K +645 +7%
IA
84
IFP Advisors
Florida
$346K -$116K -3,269 -25%
MPPLM
85
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$346K +$20.5K +574 +6%
FAAS
86
First Allied Advisory Services
California
$339K -$858 -24 -0.3%
Creative Planning
87
Creative Planning
Kansas
$328K +$328K +9,193 New
SBL
88
Sargent Bickham Lagudis
Colorado
$323K
AFP
89
Ausdal Financial Partners
Iowa
$312K -$64.4K -1,801 -17%
AIP
90
Ahrens Investment Partners
Louisiana
$303K -$148K -4,160 -33%
MA
91
Mutual Advisors
Nebraska
$294K -$19.2K -538 -6%
BCI
92
Brinker Capital Investments
Pennsylvania
$292K
SFWA
93
Summit Financial Wealth Advisors
Louisiana
$291K
AWM
94
Avior Wealth Management
Nebraska
$269K -$29.5K -829 -10%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$268K +$268K +7,460 New
SC
96
Scotia Capital
Ontario, Canada
$259K
BIAS
97
Beacon Investment Advisory Services
New Jersey
$255K -$1.72K -48 -0.7%
HighTower Advisors
98
HighTower Advisors
Illinois
$253K -$4.95K -139 -2%
W
99
Wealthquest
Ohio
$251K +$251K +7,057 New
RPG
100
Risk Paradigm Group
Texas
$248K +$821 +23 +0.3%