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iShares Core Moderate Allocation ETF
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Overview Fund Activity

69 hedge funds and large institutions have $302M invested in iShares Core Moderate Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
28
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$73.9M
2
Wells Fargo
2
Wells Fargo
California
$57.7M
3
TT
3
Tiedemann Trust
Delaware
$45.3M
4
HT
4
Hefren-Tillotson
Pennsylvania
$38.1M
5
LPL Financial
5
LPL Financial
California
$18.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$2.61M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
ACM
5
Argentus Capital Management
Texas
$109K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$73.9M 2,169,132 +1,756,730 +426%
Wells Fargo
2
Wells Fargo
California
$57.7M 1,695,528 +1,460,970 +623%
TT
3
Tiedemann Trust
Delaware
$45.3M 1,330,432 +1,330,432 New
HT
4
Hefren-Tillotson
Pennsylvania
$38.1M 1,119,854 +1,119,854 New
LPL Financial
5
LPL Financial
California
$18.5M 546,206 +251,550 +85%
BIT
6
BlackRock Institutional Trust
California
$13.2M 386,944 +49,128 +15%
BC
7
Brinker Capital
Pennsylvania
$6.46M 189,581 +172,838 +1,032%
VFS
8
VSR Financial Services
Kansas
$5.41M 158,949 +6,315 +4%
Morgan Stanley
9
Morgan Stanley
New York
$3.53M 103,534 +74,744 +260%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.91M 85,588 +3,553 +4%
MAS
11
Madden Advisory Services
Florida
$2.75M 80,676 +59,006 +272%
UBS Group
12
UBS Group
Switzerland
$2.61M 76,714 -39,125 -34%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.5M 73,496 +15,490 +27%
TA
14
Tiedemann Advisors
New York
$2.28M 67,078 +67,078 New
CS
15
Credit Suisse
Switzerland
$2.28M 67,003 -10,142 -13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.56M 45,939 +6,418 +16%
Ameriprise
17
Ameriprise
Minnesota
$1.44M 42,468 +6,119 +17%
MHS
18
M Holdings Securities
Oregon
$1.18M 34,511 +34,511 New
AAS
19
Annex Advisory Services
Wisconsin
$1.14M 33,537 +4,682 +16%
RA
20
RFG Advisory
Alabama
$1.09M 32,074 +32,074 New
EK
21
Evensky & Katz
Florida
$982K 33,460 +15,203 +83%
TFA
22
Transamerica Financial Advisors
Florida
$957K 28,087 – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$939K 27,573 +22,813 +479%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$880K 25,844 +1,075 +4%
EA
25
Efficient Advisors
Ohio
$850K 24,955 +429 +2%
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