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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.

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 %
TA
176
TFG Advisers
Michigan
$11K +$11K +292 New
WQ
177
Wealth Quarterback
New Jersey
$10.4K +$10.4K +259 New
PA
178
Parallel Advisors
California
$9K
LPWM
179
Lake Point Wealth Management
Texas
$8K +$8K +198 New
CFD
180
Creative Financial Designs
Indiana
$7K -$15.5K -406 -69%
NFG
181
Next Financial Group
Texas
$7K
NSIM
182
North Star Investment Management
Illinois
$7K +$79 +2 +1%
GI
183
Gradient Investments
Minnesota
$6K -$1.29K -30 -18%
GAM
184
Gemmer Asset Management
California
$6K +$41 +1 +0.7%
AWM
185
AllSquare Wealth Management
New York
$5K
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$5K +$5K +118 New
WAP
187
Wealthcare Advisory Partners
Pennsylvania
$3K
PCG
188
Private Capital Group
Connecticut
$3K
RCM
189
Rain Capital Management
Oregon
$3K +$38 +1 +1%
GFPC
190
Global Financial Private Client
Florida
$2.05K +$2.05K +51 New
GI
191
Glovista Investments
New Jersey
-$263K -6,690 Closed
GSWM
192
Golden State Wealth Management
California
-$18K -456 Closed
LFG
193
Larson Financial Group
Missouri
-$14K -347 Closed
AIP
194
Ameritas Investment Partners
Nebraska
-$5K -145 Closed
CJA
195
C-J Advisory
California
-$3K -81 Closed
BFEC
196
Benjamin F. Edwards & Company
Missouri
-$1K -14 Closed