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iShares Core Moderate Allocation ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
OAJ
101
Ogorek Anthony Joseph
New York
$43K 1,150
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$43K 1,140
KC
103
KHP Capital
Oklahoma
$41K 1,104 +558 +102%
BA
104
Ballew Advisors
Mississippi
$38K 1,006 +400 +66%
IF
105
Ironwood Financial
Arizona
$32K 861
CAC
106
Certified Advisory Corp
Florida
$30K 810
APA
107
American Portfolios Advisors
New York
$26.2K 698
William Blair & Company
108
William Blair & Company
Illinois
$26K 700
Citigroup
109
Citigroup
New York
$26K 696 +39 +6%
PG
110
Patten Group
Tennessee
$24K 635
ME
111
McIlrath & Eck
Washington
$19K 504
WCM
112
Wealthcare Capital Management
Virginia
$19K 495
SWM
113
SeaCrest Wealth Management
New York
$19K 508 +46 +10%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$17K 466 +391 +521%
GI
115
Gradient Investments
Minnesota
$15K 390
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$11.3K 300
OIA
117
Optimum Investment Advisors
Illinois
$11K 300
RWP
118
RWA Wealth Partners
Massachusetts
$11K 287 +185 +181%
SEI Investments
119
SEI Investments
Pennsylvania
$11K 280 +280 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$10K 279
AWM
121
AllSquare Wealth Management
New York
$5K 122
AIP
122
Ameritas Investment Partners
Nebraska
$5K 160 +46 +40%
PCG
123
Private Capital Group
Connecticut
$3K 86
CJA
124
C-J Advisory
California
$3K 81
SFM
125
Signet Financial Management
New Jersey
$2K 50