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iShares Core Moderate Allocation ETF
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Overview Fund Activity

30 hedge funds and large institutions have $28.9M invested in iShares Core Moderate Allocation ETF in 2013 Q2 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
30
Holders Change
+30
Holders Change %
–
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
30
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MG
1
MDE Group
New Jersey
$7.48M
2
LPL Financial
2
LPL Financial
California
$3.77M
3
Bank of America
3
Bank of America
North Carolina
$3.46M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.63M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.57M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
MG
1
MDE Group
New Jersey
$7.48M 230,934 +230,934 New
LPL Financial
2
LPL Financial
California
$3.77M 116,489 +116,489 New
Bank of America
3
Bank of America
North Carolina
$3.46M 106,856 +106,856 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.63M 50,370 +50,370 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.57M 48,447 +48,447 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.37M 42,232 +42,232 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.32M 40,747 +40,747 New
NC
8
NewSquare Capital
Pennsylvania
$959K 29,620 +29,620 New
TAG
9
Tactical Allocation Group
Michigan
$930K 28,720 +28,720 New
EA
10
Efficient Advisors
Ohio
$800K 24,702 +24,702 New
U
11
UBS
Switzerland
$747K 23,068 +23,068 New
Wells Fargo
12
Wells Fargo
California
$675K 20,836 +20,836 New
FCI
13
Financial Counselors Inc
Kansas
$647K 19,974 +19,974 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$504K 15,569 +15,569 New
Morgan Stanley
15
Morgan Stanley
New York
$458K 14,156 +14,156 New
PAS
16
Partnervest Advisory Services
California
$362K 11,187 +11,187 New
NPC
17
National Planning Corporation
California
$351K 10,881 +10,881 New
Ameriprise
18
Ameriprise
Minnesota
$327K 10,105 +10,105 New
ACM
19
Avalon Capital Management
California
$311K 9,610 +9,610 New
KA
20
Kovack Advisors
Florida
$308K 9,500 +9,500 New
AIG
21
American International Group
New York
$286K 8,820 +8,820 New
Jane Street
22
Jane Street
New York
$274K 8,456 +8,456 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$125K 3,872 +3,872 New
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$82K 2,518 +2,518 New
PWAG
25
Polaris Wealth Advisory Group
California
$75.3K 2,326 +2,326 New
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