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iShares Core Moderate Allocation ETF

36 hedge funds and large institutions have $29.8M invested in iShares Core Moderate Allocation ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
21
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.69M 131,403 +700 +0.5%
Bank of America
2
Bank of America
North Carolina
$3M 83,843 +6,486 +8%
U
3
UBS
Switzerland
$2.53M 70,690 -12,092 -15%
BIT
4
BlackRock Institutional Trust
California
$2.08M 58,347 +26,623 +84%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.83M 51,113 +3,007 +6%
MG
6
MDE Group
New Jersey
$1.74M 48,623 -55,531 -53%
ACM
7
Acertus Capital Management
New Jersey
$1.66M 48,623 -55,531 -53%
Wells Fargo
8
Wells Fargo
California
$1.15M 32,320 +7,604 +31%
TAG
9
Tactical Allocation Group
Michigan
$973K 27,230 +629 +2%
NC
10
NewSquare Capital
Pennsylvania
$949K 26,560 -2,520 -9%
EA
11
Efficient Advisors
Ohio
$897K 25,112 +406 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$839K 23,478 +256 +1%
Morgan Stanley
13
Morgan Stanley
New York
$778K 21,767 +1,635 +8%
AAS
14
Annex Advisory Services
Wisconsin
$777K 21,757 +2,340 +12%
MAS
15
Madden Advisory Services
Florida
$774K 21,670 +2,880 +15%
VFS
16
VSR Financial Services
Kansas
$662K 18,538 +5,359 +41%
NPC
17
National Planning Corporation
California
$653K 18,279 +621 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$626K 17,521 +9,346 +114%
WA
19
Waverly Advisors
Alabama
$556K 15,576 +2,153 +16%
HNB
20
Huntington National Bank
Ohio
ACM
21
Avalon Capital Management
California
$353K 9,880
GF
22
Gerstein Fisher
New York
$327K 9,149 +9,149 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$271K 7,578 +7,578 New
ACS
24
Archford Capital Strategies
Illinois
$228K 6,382 +1,808 +40%
PAS
25
Partnervest Advisory Services
California
$220K 6,169 +2 +0%