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iShares Core Moderate Allocation ETF

55 hedge funds and large institutions have $94.6M invested in iShares Core Moderate Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
55
Holders Change
+17
Holders Change %
+44.74%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
21
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$22.8M 649,336 +614,421 +1,760%
MAA
2
Managed Account Advisors
New Jersey
$14.4M 408,301 +408,301 New
Bank of America
3
Bank of America
North Carolina
$10.3M 291,853 +211,132 +262%
BIT
4
BlackRock Institutional Trust
California
$6M 170,694 +48,898 +40%
LPL Financial
5
LPL Financial
California
$5.89M 167,419 +27,773 +20%
BTS
6
BB&T Securities
Virginia
$4.52M 12,862 +12,862 New
UBS Group
7
UBS Group
Switzerland
$2.71M 77,097 +77,097 New
VKH
8
Virtu KCG Holdings
New York
$2.54M 72,197 +72,197 New
SWP
9
Stratos Wealth Partners
Ohio
$2.43M 69,105 +69,105 New
VFS
10
VSR Financial Services
Kansas
$2.15M 61,078 +35,556 +139%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.79M 50,788 +2,184 +4%
JWM
12
Jackson Wealth Management
Florida
$1.43M 40,636 +40,636 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.34M 38,143 +18,787 +97%
Ameriprise
14
Ameriprise
Minnesota
$1.28M 36,515 +11,117 +44%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.04M 29,476 +7,498 +34%
Morgan Stanley
16
Morgan Stanley
New York
$980K 27,858 +3,129 +13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$889K 25,281 +17,697 +233%
EA
18
Efficient Advisors
Ohio
$870K 24,738 -409 -2%
AAS
19
Annex Advisory Services
Wisconsin
$854K 24,282 +611 +3%
MFS
20
Madrona Financial Services
Washington
$784K 22,298 +22,298 New
NC
21
NewSquare Capital
Pennsylvania
$769K 21,869 -3,832 -15%
MAS
22
Madden Advisory Services
Florida
$762K 21,670
TAG
23
Tactical Allocation Group
Michigan
$759K 21,580 -211 -1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$645K 18,349 +18,349 New
NPC
25
National Planning Corporation
California
$601K 17,214 -939 -5%