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iShares Core Moderate Allocation ETF

38 hedge funds and large institutions have $31.2M invested in iShares Core Moderate Allocation ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
17
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.85M 139,646 +8,243 +6%
BIT
2
BlackRock Institutional Trust
California
$4.25M 121,796 +63,449 +109%
Bank of America
3
Bank of America
North Carolina
$2.82M 80,721 -3,122 -4%
U
4
UBS
Switzerland
$2.38M 68,250 -2,440 -3%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.7M 48,604 -2,509 -5%
Wells Fargo
6
Wells Fargo
California
$1.22M 34,915 +2,595 +8%
NC
7
NewSquare Capital
Pennsylvania
$897K 25,701 -859 -3%
VFS
8
VSR Financial Services
Kansas
$891K 25,522 +6,984 +38%
Ameriprise
9
Ameriprise
Minnesota
$883K 25,398 +22,413 +751%
EA
10
Efficient Advisors
Ohio
$878K 25,147 +35 +0.1%
Morgan Stanley
11
Morgan Stanley
New York
$863K 24,729 +2,962 +14%
AAS
12
Annex Advisory Services
Wisconsin
$827K 23,671 +1,914 +9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$767K 21,978 -1,500 -6%
TAG
14
Tactical Allocation Group
Michigan
$761K 21,791 -5,439 -20%
MAS
15
Madden Advisory Services
Florida
$757K 21,670
MG
16
MDE Group
New Jersey
$734K 21,016 -27,607 -57%
ACM
17
Acertus Capital Management
New Jersey
$734K 21,016 -27,607 -57%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$691K 19,799 +19,799 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$676K 19,356 +1,835 +10%
NPC
20
National Planning Corporation
California
$630K 18,153 -126 -0.7%
WA
21
Waverly Advisors
Alabama
$535K 15,330 -246 -2%
GF
22
Gerstein Fisher
New York
$417K 11,946 +2,797 +31%
AIG
23
American International Group
New York
$316K 9,037 +4,403 +95%
PAG
24
Private Advisor Group
New Jersey
$268K 7,671 +7,671 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$265K 7,584 +6 +0.1%