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iShares Core Moderate Allocation ETF
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Overview Fund Activity

81 hedge funds and large institutions have $144M invested in iShares Core Moderate Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+14
Holders Change %
+20.9%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
18
Increased
36
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.66M
3
WDL
3
Well Done LLC
Michigan
$2.1M
4
BIT
4
BlackRock Institutional Trust
California
$17.9M
5
Bank of America
5
Bank of America
North Carolina
$7.27M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.48M
2
TFA
2
Transamerica Financial Advisors
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SBL
4
Sargent Bickham Lagudis
Colorado
$320K
5
AIM
5
Allen Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TT
1
Tiedemann Trust
Delaware
$40.1M 1,135,320 -1,357 -0.1%
BIT
2
BlackRock Institutional Trust
California
$17.9M 507,645 +49,797 +11%
LPL Financial
3
LPL Financial
California
$7.48M 212,621 -297,879 -58%
Bank of America
4
Bank of America
North Carolina
$7.27M 205,843 +48,330 +31%
Morgan Stanley
5
Morgan Stanley
New York
$6.66M 188,759 +59,490 +46%
VFS
6
VSR Financial Services
Kansas
$6.57M 186,148 +20,933 +13%
Wells Fargo
7
Wells Fargo
California
$5.2M 147,319 +76,644 +108%
TA
8
Tiedemann Advisors
New York
$4.62M 130,760 +21,265 +19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.27M 92,630 +2,225 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.12M 88,320 +10,035 +13%
MAS
11
Madden Advisory Services
Florida
$2.6M 73,718 -7,000 -9%
MFS
12
Madrona Financial Services
Washington
$2.51M 71,058 -3,726 -5%
UBS Group
13
UBS Group
Switzerland
$2.16M 61,188 -5,605 -8%
WDL
14
Well Done LLC
Michigan
$2.1M 59,340 +59,340 New
RA
15
RFG Advisory
Alabama
$2.06M 58,274 +735 +1%
Jane Street
16
Jane Street
New York
$1.78M 50,487 +43,513 +624%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.78M 50,469 +1,971 +4%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52M 43,182 +43,182 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.48M 41,976 +4,598 +12%
Ameriprise
20
Ameriprise
Minnesota
$1.38M 39,077 +10,410 +36%
CA
21
Cetera Advisors
Colorado
$1.33M 37,612 +2,960 +9%
AAS
22
Annex Advisory Services
Wisconsin
$1.29M 36,438 +4,395 +14%
PAMG
23
Patton Albertson Miller Group
Tennessee
$1.25M 35,301 +35,301 New
WA
24
Waverly Advisors
Alabama
$1.15M 32,569 +16,966 +109%
MHS
25
M Holdings Securities
Oregon
$1.09M 30,913 -1,002 -3%
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