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iShares Core Moderate Allocation ETF

35 hedge funds and large institutions have $41.5M invested in iShares Core Moderate Allocation ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
15
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$11M 320,172 +300,512 +1,529%
Bank of America
2
Bank of America
North Carolina
$3.81M 110,930 +8,266 +8%
MG
3
MDE Group
New Jersey
$3.69M 107,524 -58,570 -35%
ACM
4
Acertus Capital Management
New Jersey
$3.69M 107,524 +107,524 New
LPL Financial
5
LPL Financial
California
$3.62M 105,540 +584 +0.6%
U
6
UBS
Switzerland
$1.91M 55,525 +20,137 +57%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.6M 46,478 +51 +0.1%
NC
8
NewSquare Capital
Pennsylvania
$1.23M 35,975 +310 +0.9%
Morgan Stanley
9
Morgan Stanley
New York
$982K 28,617 +9,527 +50%
EA
10
Efficient Advisors
Ohio
$917K 26,720 +868 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$889K 25,908 +710 +3%
TAG
12
Tactical Allocation Group
Michigan
$888K 25,871 -846 -3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$853K 24,860 +24,860 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$774K 22,553 -20,131 -47%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$609K 17,750 +17,750 New
HNB
16
Huntington National Bank
Ohio
MAA
17
Managed Account Advisors
New Jersey
$457K 13,318 +13,318 New
WA
18
Waverly Advisors
Alabama
$413K 12,029 +5,790 +93%
NPC
19
National Planning Corporation
California
$378K 11,000 -727 -6%
BIT
20
BlackRock Institutional Trust
California
$368K 10,732 +10,732 New
ACM
21
Avalon Capital Management
California
$339K 9,880 +270 +3%
Ameriprise
22
Ameriprise
Minnesota
$322K 9,393 +331 +4%
CFA
23
Cahill Financial Advisors
Minnesota
$316K 9,205 +9,205 New
GF
24
Gerstein Fisher
New York
$310K 9,037 +9,037 New
DWA
25
Dorsey Wright & Associates
California
$306K 9,067 -263 -3%