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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 %
SEI Investments
101
SEI Investments
Pennsylvania
$54K 1,411 +1,411 New
OAJ
102
Ogorek Anthony Joseph
New York
$43K 1,150
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$43K 1,140
JFA
104
JNBA Financial Advisors
Minnesota
$42K 1,103 -25 -2%
WIM
105
Westside Investment Management
California
$38.5K 1,000
IF
106
Ironwood Financial
Arizona
$33K 861
TFO
107
Tarbox Family Office
California
$33K 866
CTC
108
Central Trust Company
Missouri
$31K 818
CAC
109
Certified Advisory Corp
Florida
$30K 810 +810 New
APA
110
American Portfolios Advisors
New York
$25.6K 672 +672 New
PG
111
Patten Group
Tennessee
$24K 635 +245 +63%
CP
112
Corbenic Partners
Pennsylvania
$20K 522
WCM
113
Wealthcare Capital Management
Virginia
$19K 495 +495 New
ME
114
McIlrath & Eck
Washington
$19K 504 +504 New
SWM
115
SeaCrest Wealth Management
New York
$18K 477 +477 New
IWM
116
IHT Wealth Management
Illinois
$14K 356
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$13K 350
BFEC
118
Benjamin F. Edwards & Company
Missouri
$10K 265 +165 +165%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$6K 162
AWM
120
AllSquare Wealth Management
New York
$5K 122
CJA
121
C-J Advisory
California
$3K 81 +81 New
AIP
122
Ameritas Investment Partners
Nebraska
$1K 24 +24 New
PCG
123
Private Capital Group
Connecticut
$3 86 +86 New
NPC
124
National Planning Corporation
California
-48,532 Closed
RIA
125
Regal Investment Advisors
Michigan
-13,838 Closed