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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 %
SWP
101
Stratos Wealth Partners
Ohio
$42K 1,120 +1,120 New
OAJ
102
Ogorek Anthony Joseph
New York
$39K 1,050 -100 -9%
IF
103
Ironwood Financial
Arizona
$37K 965 +104 +12%
BA
104
Ballew Advisors
Mississippi
$36K 1,006
CAC
105
Certified Advisory Corp
Florida
$31K 810
JWA
106
JFS Wealth Advisors
Pennsylvania
$28K 736 -2,517 -77%
William Blair & Company
107
William Blair & Company
Illinois
$27K 700
Citigroup
108
Citigroup
New York
$27K 710 +14 +2%
APA
109
American Portfolios Advisors
New York
$26.4K 698
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$24K 625 -900 -59%
PG
111
Patten Group
Tennessee
$24K 635
KC
112
KHP Capital
Oklahoma
$21K 558 -546 -49%
SWM
113
SeaCrest Wealth Management
New York
$19K 508
WCM
114
Wealthcare Capital Management
Virginia
$19K 495
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$18K 466
MWPCG
116
Measured Wealth Private Client Group
New Hampshire
$11K 300 +300 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$9K 229 +229 New
AIP
118
Ameritas Investment Partners
Nebraska
$6K 161 +1 +0.6%
AWM
119
AllSquare Wealth Management
New York
$5K 122
BFEC
120
Benjamin F. Edwards & Company
Missouri
$4K 114 -165 -59%
PCG
121
Private Capital Group
Connecticut
$3K 86
CJA
122
C-J Advisory
California
$3K 81
CF
123
Centaurus Financial
California
$646 17 -18,039 -100%
HB
124
Homrich & Berg
Georgia
-44,770 Closed
VF
125
Virtu Financial
New York
-31,347 Closed