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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 %
Deutsche Bank
126
Deutsche Bank
Germany
$67K +$55.5K +1,442 +482%
CCM
127
Cribstone Capital Management
Maine
$65K +$9.4K +240 +17%
WP
128
WealthShield Partners
North Carolina
$63K
APC
129
Aspire Private Capital
North Carolina
$57K
RIA
130
Realta Investment Advisors
Delaware
$52K +$236 +6 +0.5%
JWA
131
JFS Wealth Advisors
Pennsylvania
$48K +$20.3K +520 +73%
William Blair & Company
132
William Blair & Company
Illinois
$41K
IF
133
Ironwood Financial
Arizona
$38K
LWM
134
Liberty Wealth Management
California
$37K +$37K +936 New
CAC
135
Certified Advisory Corp
Florida
$32K
TF
136
TimeScale Financial
Massachusetts
$30K +$30K +759 New
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.3K +$29.3K +750 New
CFGS
138
Concourse Financial Group Securities
Alabama
$28K
GSWM
139
Golden State Wealth Management
California
$17K
ASN
140
Advisory Services Network
Georgia
$15K +$12.1K +320 +421%
MWM
141
Mascoma Wealth Management
New Hampshire
$12K +$12K +311 New
PA
142
Parallel Advisors
California
$9K -$31.4K -812 -78%
LPWM
143
Lake Point Wealth Management
Texas
$8K
CFD
144
Creative Financial Designs
Indiana
$7K
NFG
145
Next Financial Group
Texas
$7K +$7K +167 New
DWM
146
Doyle Wealth Management
Florida
$7K +$7K +185 New
AIP
147
Ameritas Investment Partners
Nebraska
$6K +$35 +1 +0.6%
GAM
148
Gemmer Asset Management
California
$6K +$6K +146 New
CTC
149
Central Trust Company
Missouri
$6K +$6K +150 New
AWM
150
AllSquare Wealth Management
New York
$5K