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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 %
EK
101
Evensky & Katz
Florida
$239K -$1.95M -54,747 -89%
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$239K +$9.34K +262 +4%
ODG
103
O'Dell Group
Ohio
$235K +$749 +21 +0.3%
BSWM
104
Boston Standard Wealth Management
Massachusetts
$230K -$103K -2,900 -31%
VFA
105
Voya Financial Advisors
Connecticut
$220K -$6.93K -195 -3%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$215K -$23.4K -656 -10%
BC
107
Brio Consultants
California
$210K +$210K +5,882 New
LNC
108
Lincoln National Corp
Pennsylvania
$205K +$205K +5,734 New
CI
109
CX Institutional
Indiana
$175K -$26.3K -738 -13%
LFG
110
LifePlan Financial Group
Ohio
$153K -$3.35K -94 -2%
PCFFS
111
Pacific Center for Financial Services
California
$148K -$59.8K -1,679 -29%
AAP
112
Arax Advisory Partners
Colorado
$144K +$18.6K +521 +15%
S
113
SignatureFD
Georgia
$112K -$14.4K -403 -11%
CIAS
114
Capital Investment Advisory Services
North Carolina
$93K +$93K +2,614 New
RCA
115
Rowland Carmichael Advisors
Arizona
$83K
FHA
116
Flagship Harbor Advisors
Massachusetts
$82K +$8.99K +253 +12%
CFD
117
Creative Financial Designs
Indiana
$81K -$126K -3,505 -61%
AF
118
Advisornet Financial
Minnesota
$75K -$13.4K -375 -15%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$72K +$26.2K +733 +57%
OIA
120
Optimum Investment Advisors
Illinois
$68K
APA
121
American Portfolios Advisors
New York
$63.5K +$38.6K +1,081 +155%
WP
122
WealthShield Partners
North Carolina
$58K
WAM
123
Watermark Asset Management
California
$58K +$4.13K +116 +8%
William Blair & Company
124
William Blair & Company
Illinois
$58K +$33K +921 +132%
APC
125
Aspire Private Capital
North Carolina
$54K +$54K +1,525 New