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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 %
EK
101
Evensky & Katz
Florida
$41K -$176K -4,756 -81%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$33.9K +900 +556%
WIM
103
Westside Investment Management
California
$37.5K
TFO
104
Tarbox Family Office
California
$33K
IF
105
Ironwood Financial
Arizona
$33K
CAC
106
Certified Advisory Corp
Florida
$30K
JWA
107
JFS Wealth Advisors
Pennsylvania
$28K -$28K -736 -50%
IIC
108
Integrated Investment Consultants
Michigan
$28K +$28K +750 New
APA
109
American Portfolios Advisors
New York
$26.4K +$982 +26 +4%
William Blair & Company
110
William Blair & Company
Illinois
$26K +$26K +700 New
Citigroup
111
Citigroup
New York
$25K +$25K +657 New
PG
112
Patten Group
Tennessee
$24K
BA
113
Ballew Advisors
Mississippi
$23K +$23K +606 New
KC
114
KHP Capital
Oklahoma
$21K +$21K +546 New
WCM
115
Wealthcare Capital Management
Virginia
$19K
ME
116
McIlrath & Eck
Washington
$19K
SWM
117
SeaCrest Wealth Management
New York
$17K -$552 -15 -3%
GI
118
Gradient Investments
Minnesota
$15K +$15K +390 New
IWM
119
IHT Wealth Management
Illinois
$13K
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$11.3K +$11.3K +300 New
BFEC
121
Benjamin F. Edwards & Company
Missouri
$11K +$552 +14 +5%
OIA
122
Optimum Investment Advisors
Illinois
$11K +$11K +300 New
AWM
123
AllSquare Wealth Management
New York
$5K
AIP
124
Ameritas Investment Partners
Nebraska
$4K +$3.16K +90 +375%
RWP
125
RWA Wealth Partners
Massachusetts
$4K +$4K +102 New