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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.

New
Increased
Maintained
Reduced
Closed
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 %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$60K -$15.3K -390 -20%
PCFFS
127
Pacific Center for Financial Services
California
$59K -$12.8K -324 -18%
TFGT
128
TS Financial Group (TSFG)
Illinois
$55K -$39.3K -1,000 -42%
RIA
129
Realta Investment Advisors
Delaware
$53K +$398 +10 +0.8%
APC
130
Aspire Private Capital
North Carolina
$49K -$8.04K -206 -14%
JWA
131
JFS Wealth Advisors
Pennsylvania
$48K
William Blair & Company
132
William Blair & Company
Illinois
$41K
IF
133
Ironwood Financial
Arizona
$38K
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.4K +$3.93K +100 +13%
CAC
135
Certified Advisory Corp
Florida
$32K
TF
136
TimeScale Financial
Massachusetts
$30K
CFD
137
Creative Financial Designs
Indiana
$23K +$15.9K +406 +222%
GSWM
138
Golden State Wealth Management
California
$18K
LWM
139
Liberty Wealth Management
California
$17K -$20.4K -511 -55%
ASN
140
Advisory Services Network
Georgia
$15K
LFG
141
Larson Financial Group
Missouri
$14K +$14K +347 New
PA
142
Parallel Advisors
California
$9K
CFGS
143
Concourse Financial Group Securities
Alabama
$8K -$21K -524 -72%
NFG
144
Next Financial Group
Texas
$7K
GI
145
Gradient Investments
Minnesota
$7K +$7K +170 New
NSIM
146
North Star Investment Management
Illinois
$7K +$7K +175 New
GAM
147
Gemmer Asset Management
California
$6K +$41 +1 +0.7%
AIP
148
Ameritas Investment Partners
Nebraska
$5K -$862 -25 -15%
AWM
149
AllSquare Wealth Management
New York
$5K
CJA
150
C-J Advisory
California
$3K