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iShares Core Moderate Allocation ETF

55 hedge funds and large institutions have $58.7M invested in iShares Core Moderate Allocation ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
0%
% 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
6
Increased
22
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.1M -$256K -7,187 -2%
BIT
2
BlackRock Institutional Trust
California
$8.25M +$2.17M +60,892 +36%
LPL Financial
3
LPL Financial
California
$7.65M +$1.67M +46,747 +28%
VFS
4
VSR Financial Services
Kansas
$3.86M +$1.68M +47,105 +77%
UBS Group
5
UBS Group
Switzerland
$3.72M +$974K +27,337 +35%
SWP
6
Stratos Wealth Partners
Ohio
$1.34M -$1.12M -31,525 -46%
JWM
7
Jackson Wealth Management
Florida
$1.31M -$135K -3,777 -9%
ACM
8
Argentus Capital Management
Texas
$1.26M +$1.26M +35,259 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.22M -$593K -16,647 -33%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.19M +$138K +3,862 +13%
Ameriprise
11
Ameriprise
Minnesota
$1.13M -$167K -4,689 -13%
Wells Fargo
12
Wells Fargo
California
$1.13M -$22M -617,689 -95%
Morgan Stanley
13
Morgan Stanley
New York
$1.1M +$105K +2,952 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.03M -$332K -9,321 -24%
AAS
15
Annex Advisory Services
Wisconsin
$910K +$45K +1,263 +5%
EA
16
Efficient Advisors
Ohio
$868K -$13.2K -371 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$833K -$68.2K -1,912 -8%
MFS
18
Madrona Financial Services
Washington
$829K +$34K +955 +4%
WA
19
Waverly Advisors
Alabama
$787K +$194K +5,434 +33%
MAS
20
Madden Advisory Services
Florida
$772K
TFA
21
Transamerica Financial Advisors
Florida
$756K +$756K +21,212 New
MG
22
MDE Group
New Jersey
$736K +$491K +13,775 +200%
ACM
23
Acertus Capital Management
New Jersey
$736K +$491K +13,775 +200%
NC
24
NewSquare Capital
Pennsylvania
$647K -$132K -3,710 -17%
TAG
25
Tactical Allocation Group
Michigan
$631K -$139K -3,886 -18%