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iShares Core Moderate Allocation ETF

36 hedge funds and large institutions have $32.4M invested in iShares Core Moderate Allocation ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
14
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.55M 130,703 +25,163 +24%
MG
2
MDE Group
New Jersey
$3.63M 104,154 -3,370 -3%
ACM
3
Acertus Capital Management
New Jersey
$3.63M 104,154 -3,370 -3%
U
4
UBS
Switzerland
$2.88M 82,782 +27,257 +49%
Bank of America
5
Bank of America
North Carolina
$2.69M 77,357 -33,573 -30%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.68M 48,106 +1,628 +4%
BIT
7
BlackRock Institutional Trust
California
$1.11M 31,724 +20,992 +196%
NC
8
NewSquare Capital
Pennsylvania
$1.01M 29,080 -6,895 -19%
TAG
9
Tactical Allocation Group
Michigan
$926K 26,601 +730 +3%
Wells Fargo
10
Wells Fargo
California
$861K 24,716 -295,456 -92%
EA
11
Efficient Advisors
Ohio
$860K 24,706 -2,014 -8%
VKH
12
Virtu KCG Holdings
New York
$851K 24,432 +24,432 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$809K 23,222 +669 +3%
Morgan Stanley
14
Morgan Stanley
New York
$701K 20,132 -8,485 -30%
AAS
15
Annex Advisory Services
Wisconsin
$676K 19,417 +19,417 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$654K 18,781 +1,031 +6%
MAS
17
Madden Advisory Services
Florida
$654K 18,790 +10,715 +133%
NPC
18
National Planning Corporation
California
$615K 17,658 +6,658 +61%
HNB
19
Huntington National Bank
Ohio
WA
20
Waverly Advisors
Alabama
$467K 13,423 +1,394 +12%
VFS
21
VSR Financial Services
Kansas
$459K 13,179 +6,052 +85%
ACM
22
Avalon Capital Management
California
$344K 9,880
DWA
23
Dorsey Wright & Associates
California
$314K 9,067
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$284K 8,175 +2,585 +46%
Ameriprise
25
Ameriprise
Minnesota
$242K 6,937 -2,456 -26%