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iShares Core Moderate Allocation ETF

191 hedge funds and large institutions have $468M invested in iShares Core Moderate Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
3.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
45
Increased
60
Reduced
62
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
101
Cascadia Advisory Services
Oregon
$317K +$317K +7,892 New
HighTower Advisors
102
HighTower Advisors
Illinois
$307K -$201 -5 -0.1%
BCI
103
Brinker Capital Investments
Pennsylvania
$304K -$36.5K -909 -11%
GWMIA
104
Global Wealth Management Investment Advisory
Florida
$298K -$34.1K -848 -10%
W
105
Wealthquest
Ohio
$295K -$200 -5 -0.1%
FHA
106
Flagship Harbor Advisors
Massachusetts
$292K
VWM
107
Vigilare Wealth Management
Arizona
$288K +$288K +7,138 New
GWCM
108
Godshalk Welsh Capital Management
Pennsylvania
$283K +$74.3K +1,850 +36%
BC
109
Brio Consultants
California
$277K +$52.2K +1,300 +23%
SFWA
110
Summit Financial Wealth Advisors
Louisiana
$274K
FPCP
111
Fort Point Capital Partners
California
$274K +$274K +6,824 New
CCFM
112
Clear Creek Financial Management
Washington
$270K +$6.17K +155 +2%
ODG
113
O'Dell Group
Ohio
$269K +$884 +22 +0.3%
AAP
114
Arax Advisory Partners
Colorado
$266K +$55.1K +1,372 +26%
FHC
115
First Heartland Consultants
Missouri
$265K +$53.5K +1,335 +25%
AWM
116
Alterna Wealth Management
Texas
$263K
OAM
117
Oppenheimer Asset Management
New York
$250K +$250K +6,240 New
GIP
118
Greatmark Investment Partners
Georgia
$241K +$241K +6,000 New
AFP
119
Ausdal Financial Partners
Iowa
$240K +$30.3K +750 +14%
LNC
120
Lincoln National Corp
Pennsylvania
$239K +$32.4K +807 +16%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$234K +$234K +5,837 New
CF
122
Centaurus Financial
California
$228K -$19K -475 -8%
PWAG
123
Polaris Wealth Advisory Group
California
$225K +$8.1K +199 +4%
JFA
124
JNBA Financial Advisors
Minnesota
$223K -$21.7K -541 -9%
CAAS
125
Capital Asset Advisory Services
Michigan
$217K +$217K +5,308 New