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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 %
FWM
151
FSA Wealth Management
Massachusetts
$61K +$61K +1,519 New
PCFFS
152
Pacific Center for Financial Services
California
$60K
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$59K +$59K +1,459 New
SWM
154
Sugarloaf Wealth Management
Georgia
$58K +$58K +1,445 New
TFGT
155
TS Financial Group (TSFG)
Illinois
$56K
RIA
156
Realta Investment Advisors
Delaware
$54K +$202 +5 +0.4%
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$53K -$8.67K -215 -14%
APC
158
Aspire Private Capital
North Carolina
$49K -$1.12K -28 -2%
JWA
159
JFS Wealth Advisors
Pennsylvania
$49K
PWP
160
Personal Wealth Partners
Minnesota
$47K -$37.8K -947 -45%
EK
161
Evensky & Katz
Florida
$46K -$1.21M -30,376 -96%
RFM
162
Royal Fund Management
Florida
$44K +$44K +1,105 New
William Blair & Company
163
William Blair & Company
Illinois
$42K
IF
164
Ironwood Financial
Arizona
$39K
DAM
165
Delta Asset Management
Tennessee
$36K +$36K +904 New
CAC
166
Certified Advisory Corp
Florida
$33K
TF
167
TimeScale Financial
Massachusetts
$30K
AWA
168
Arkadios Wealth Advisors
Georgia
$26.6K +$26.6K +650 New
CA
169
CXI Advisors
Indiana
$25K +$25K +626 New
VCP
170
Verus Capital Partners
Arizona
$25K +$25K +626 New
CFGS
171
Concourse Financial Group Securities
Alabama
$21K +$13K +324 +162%
HIA
172
Harbor Investment Advisory
Maryland
$19K +$19K +481 New
LWM
173
Liberty Wealth Management
California
$18K +$1K +25 +6%
CTC
174
Central Trust Company
Missouri
$15K +$15K +379 New
LAS
175
Lloyd Advisory Services
Georgia
$13K +$13K +334 New