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iShares Core Moderate Allocation ETF
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Overview Fund Activity

65 hedge funds and large institutions have $85.4M invested in iShares Core Moderate Allocation ETF in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
24
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.94M
2
Bank of America
2
Bank of America
North Carolina
$14M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.78M
4
Jane Street
4
Jane Street
New York
$2.75M
5
LPL Financial
5
LPL Financial
California
$10.1M

Top Sellers

1
WAS
1
Winch Advisory Services
Wisconsin
$0
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$564K
4
ACM
4
Acertus Capital Management
New Jersey
$259K
5
BIAS
5
Beacon Investment Advisory Services
New Jersey
$259K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$14M 412,402 +121,906 +42%
BIT
2
BlackRock Institutional Trust
California
$11.4M 337,816 +15,901 +5%
LPL Financial
3
LPL Financial
California
$10.1M 294,656 +22,573 +8%
Wells Fargo
4
Wells Fargo
California
$7.94M 234,558 +204,430 +679%
VFS
5
VSR Financial Services
Kansas
$5.17M 152,634 +20,057 +15%
UBS Group
6
UBS Group
Switzerland
$3.92M 115,839 +5,505 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.78M 82,035 +82,035 New
Jane Street
8
Jane Street
New York
$2.75M 81,111 +54,249 +202%
CS
9
Credit Suisse
Switzerland
$2.61M 77,145 – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.96M 58,006 +22,418 +63%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.34M 39,521 +1,768 +5%
Ameriprise
12
Ameriprise
Minnesota
$1.23M 36,349 +1,627 +5%
AAS
13
Annex Advisory Services
Wisconsin
$977K 28,855 +400 +1%
Morgan Stanley
14
Morgan Stanley
New York
$974K 28,790 -2,633 -8%
TFA
15
Transamerica Financial Advisors
Florida
$951K 28,087 +4,673 +20%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$945K 27,908 +21,587 +342%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$839K 24,769 +1,778 +8%
EA
18
Efficient Advisors
Ohio
$830K 24,526 +119 +0.5%
JWM
19
Jackson Wealth Management
Florida
$783K 23,136 -7,724 -25%
MAS
20
Madden Advisory Services
Florida
$733K 21,670 – –
MFS
21
Madrona Financial Services
Washington
$700K 20,672 -710 -3%
ACM
22
Argentus Capital Management
Texas
$652K 19,270 -4,816 -20%
VKH
23
Virtu KCG Holdings
New York
$648K 19,135 +19,135 New
WA
24
Waverly Advisors
Alabama
$622K 18,384 +43 +0.2%
EK
25
Evensky & Katz
Florida
$618K 18,257 +17,284 +1,776%
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