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iShares Core Moderate Allocation ETF
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Overview Fund Activity

67 hedge funds and large institutions have $135M invested in iShares Core Moderate Allocation ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
25
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$15.9M
2
MFS
2
Madrona Financial Services
Washington
$2.6M
3
TA
3
Tiedemann Advisors
New York
$3.81M
4
SBL
4
Sargent Bickham Lagudis
Colorado
$1.33M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.11M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.48M
2
Wells Fargo
2
Wells Fargo
California
$2.46M
3
HT
3
Hefren-Tillotson
Pennsylvania
$0
4
TT
4
Tiedemann Trust
Delaware
$39.6M
5
BC
5
Brinker Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TT
1
Tiedemann Trust
Delaware
$39.6M 1,136,677 -193,755 -15%
LPL Financial
2
LPL Financial
California
$17.6M 510,500 -35,706 -7%
BIT
3
BlackRock Institutional Trust
California
$15.9M 457,848 +70,904 +18%
VFS
4
VSR Financial Services
Kansas
$5.75M 165,215 +6,266 +4%
Bank of America
5
Bank of America
North Carolina
$5.48M 157,513 -2,011,619 -93%
Morgan Stanley
6
Morgan Stanley
New York
$4.5M 129,269 +25,735 +25%
TA
7
Tiedemann Advisors
New York
$3.81M 109,495 +42,417 +63%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.15M 90,405 +4,817 +6%
MAS
9
Madden Advisory Services
Florida
$2.81M 80,718 +42 +0.1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.72M 78,285 +4,789 +7%
MFS
11
Madrona Financial Services
Washington
$2.6M 74,784 +54,373 +266%
Wells Fargo
12
Wells Fargo
California
$2.46M 70,675 -1,624,853 -96%
UBS Group
13
UBS Group
Switzerland
$2.32M 66,793 -9,921 -13%
RA
14
RFG Advisory
Alabama
$2M 57,539 +25,465 +79%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.69M 48,498 +22,654 +88%
SBL
16
Sargent Bickham Lagudis
Colorado
$1.33M 38,201 +38,201 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.3M 37,378 -8,561 -19%
TFA
18
Transamerica Financial Advisors
Florida
$1.22M 35,049 +6,962 +25%
CA
19
Cetera Advisors
Colorado
$1.2M 34,652 +11,885 +52%
AAS
20
Annex Advisory Services
Wisconsin
$1.12M 32,043 -1,494 -4%
MHS
21
M Holdings Securities
Oregon
$1.11M 31,915 -2,596 -8%
Citadel Advisors
22
Citadel Advisors
Florida
$1.11M 31,790 +31,790 New
Ameriprise
23
Ameriprise
Minnesota
$998K 28,667 -13,801 -32%
EA
24
Efficient Advisors
Ohio
$873K 25,074 +119 +0.5%
AIM
25
Allen Investment Management
New York
$844K 24,251 +24,251 New
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