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iShares Core Moderate Allocation ETF

159 hedge funds and large institutions have $330M invested in iShares Core Moderate Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.46%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
20
Increased
62
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$246K +$18K +461 +8%
CCFM
102
Clear Creek Financial Management
Washington
$246K +$246K +6,315 New
BSWM
103
Boston Standard Wealth Management
Massachusetts
$234K -$19.9K -512 -8%
VFA
104
Voya Financial Advisors
Connecticut
$233K -$7.78K -200 -3%
WP
105
WealthPLAN Partners
Nebraska
$229K +$229K +5,903 New
PWAG
106
Polaris Wealth Advisory Group
California
$227K -$766K -19,514 -77%
EBT
107
Enterprise Bank & Trust
Massachusetts
$215K -$7.86K -201 -4%
BC
108
Brio Consultants
California
$214K -$9.47K -243 -4%
Wolverine Trading
109
Wolverine Trading
Illinois
$211K -$774K -19,797 -79%
FHC
110
First Heartland Consultants
Missouri
$206K +$39 +1 +0%
LNC
111
Lincoln National Corp
Pennsylvania
$201K -$23.1K -592 -10%
LFG
112
LifePlan Financial Group
Ohio
$173K +$9.85K +252 +6%
TPWA
113
TRUE Private Wealth Advisors
Oregon
$166K -$116K -2,976 -41%
AAP
114
Arax Advisory Partners
Colorado
$164K +$164K +4,191 New
BBA
115
Braun-Bostich & Associates
Pennsylvania
$150K -$33.9K -869 -18%
S
116
SignatureFD
Georgia
$143K
AIP
117
Almanack Investment Partners
Pennsylvania
$102K +$102K +2,610 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$101K
CIAS
119
Capital Investment Advisory Services
North Carolina
$94K -$7.79K -200 -8%
TFGT
120
TS Financial Group (TSFG)
Illinois
$94K
AF
121
Advisornet Financial
Minnesota
$86K -$588 -15 -0.7%
APA
122
American Portfolios Advisors
New York
$80K +$10.5K +270 +15%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$75K +$31.4K +805 +72%
OIA
124
Optimum Investment Advisors
Illinois
$74K +$349 +9 +0.5%
PCFFS
125
Pacific Center for Financial Services
California
$71K -$81K -2,070 -53%