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iShares Core Moderate Allocation ETF

154 hedge funds and large institutions have $362M invested in iShares Core Moderate Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
3.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
14
Increased
65
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
101
Voya Financial Advisors
Connecticut
$235K
BC
102
Brio Consultants
California
$220K +$4.36K +111 +2%
EBT
103
Enterprise Bank & Trust
Massachusetts
$218K +$1.89K +48 +0.9%
FHC
104
First Heartland Consultants
Missouri
$207K +$118 +3 +0.1%
PWAG
105
Polaris Wealth Advisory Group
California
$206K -$17.5K -453 -8%
AAP
106
Arax Advisory Partners
Colorado
$206K +$41.6K +1,061 +25%
AFP
107
Ausdal Financial Partners
Iowa
$204K +$204K +5,194 New
GWCM
108
Godshalk Welsh Capital Management
Pennsylvania
$204K +$204K +5,200 New
LNC
109
Lincoln National Corp
Pennsylvania
$202K
AWM
110
Avior Wealth Management
Nebraska
$187K -$113K -2,871 -38%
IA
111
IFP Advisors
Florida
$182K +$182K +4,648 New
LFG
112
LifePlan Financial Group
Ohio
$167K -$6.55K -167 -4%
S
113
SignatureFD
Georgia
$129K -$14.4K -368 -10%
AF
114
Advisornet Financial
Minnesota
$107K +$20.6K +524 +24%
BAM
115
Belpointe Asset Management
Nevada
$106K +$106K +2,695 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$101K
CIAS
117
Capital Investment Advisory Services
North Carolina
$95K
Deutsche Bank
118
Deutsche Bank
Germany
$83K +$15.3K +393 +23%
PWP
119
Personal Wealth Partners
Minnesota
$83K +$83K +2,124 New
APA
120
American Portfolios Advisors
New York
$80.5K
OIA
121
Optimum Investment Advisors
Illinois
$76K +$553 +14 +0.7%
SFS
122
Sowell Financial Services
Arkansas
$74K +$74K +1,894 New
AIC
123
Ameritas Investment Company
Nebraska
$72K +$72K +1,830 New
WP
124
WealthShield Partners
North Carolina
$64K
CCM
125
Cribstone Capital Management
Maine
$61K -$3.91K -100 -6%