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iShares Core Moderate Allocation ETF

27 hedge funds and large institutions have $24.4M invested in iShares Core Moderate Allocation ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
9
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MG
1
MDE Group
New Jersey
$5.54M 166,094 -64,840 -28%
LPL Financial
2
LPL Financial
California
$3.52M 104,956 -11,533 -10%
Bank of America
3
Bank of America
North Carolina
$3.42M 102,664 -4,192 -4%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.55M 46,427 -2,020 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.42M 42,684 +452 +1%
NC
6
NewSquare Capital
Pennsylvania
$1.19M 35,665 +6,045 +20%
U
7
UBS
Switzerland
$1.18M 35,388 +12,320 +53%
TAG
8
Tactical Allocation Group
Michigan
$891K 26,717 -2,003 -7%
EA
9
Efficient Advisors
Ohio
$862K 25,852 +1,150 +5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$840K 25,198 -15,549 -38%
Wells Fargo
11
Wells Fargo
California
$655K 19,660 -1,176 -6%
Morgan Stanley
12
Morgan Stanley
New York
$637K 19,090 +4,934 +35%
HNB
13
Huntington National Bank
Ohio
NPC
14
National Planning Corporation
California
$393K 11,727 +846 +8%
PAS
15
Partnervest Advisory Services
California
$375K 11,254 +67 +0.6%
ACM
16
Avalon Capital Management
California
$320K 9,610
Ameriprise
17
Ameriprise
Minnesota
$302K 9,062 -1,043 -10%
WA
18
Waverly Advisors
Alabama
$208K 6,239 +6,239 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$160K 4,790 +918 +24%
AIG
20
American International Group
New York
$158K 4,734 -4,086 -46%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$83K 2,488 -30 -1%
PWAG
22
Polaris Wealth Advisory Group
California
$77.5K 2,326
Deutsche Bank
23
Deutsche Bank
Germany
$73K 2,207 +2,207 New
RIA
24
Regal Investment Advisors
Michigan
$25K 759 -1,381 -65%
NES
25
New England Securities
New York
$17K 500