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iShares Core Moderate Allocation ETF
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Overview Fund Activity

77 hedge funds and large institutions have $152M invested in iShares Core Moderate Allocation ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
7
Increased
37
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$49.2M
2
PAG
2
Private Advisor Group
New Jersey
$2.94M
3
BIT
3
BlackRock Institutional Trust
California
$20.7M
4
EK
4
Evensky & Katz
Florida
$2.54M
5
Wells Fargo
5
Wells Fargo
California
$6.95M

Top Sellers

1
RA
1
RFG Advisory
Alabama
$0
2
Jane Street
2
Jane Street
New York
$544K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$1.61M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TA
1
Tiedemann Advisors
New York
$49.2M 1,379,666 +1,248,906 +955%
BIT
2
BlackRock Institutional Trust
California
$20.7M 572,378 +64,733 +13%
LPL Financial
3
LPL Financial
California
$8.78M 245,206 +32,585 +15%
Bank of America
4
Bank of America
North Carolina
$8.05M 223,082 +17,239 +8%
Morgan Stanley
5
Morgan Stanley
New York
$7.12M 197,300 +8,541 +5%
Wells Fargo
6
Wells Fargo
California
$6.95M 192,463 +45,144 +31%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.44M 95,209 +6,889 +8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.99M 82,821 -9,809 -11%
PAG
9
Private Advisor Group
New Jersey
$2.94M 82,070 +69,228 +539%
MAS
10
Madden Advisory Services
Florida
$2.66M 73,718 – –
EK
11
Evensky & Katz
Florida
$2.54M 70,330 +63,331 +905%
MFS
12
Madrona Financial Services
Washington
$2.22M 61,467 -9,591 -13%
Ameriprise
13
Ameriprise
Minnesota
$1.76M 48,761 +9,684 +25%
UBS Group
14
UBS Group
Switzerland
$1.61M 44,600 -16,588 -27%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.6M 44,209 +1,027 +2%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.55M 43,039 -7,430 -15%
WA
17
Waverly Advisors
Alabama
$1.46M 40,448 +7,879 +24%
PAMG
18
Patton Albertson Miller Group
Tennessee
$1.44M 39,976 +4,675 +13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.42M 39,245 -2,731 -7%
AAS
20
Annex Advisory Services
Wisconsin
$1.32M 36,628 +190 +0.5%
CA
21
Cetera Advisors
Colorado
$1.24M 34,225 -3,387 -9%
SCA
22
Snowden Capital Advisors
New York
$1.18M 32,722 +24,590 +302%
MHS
23
M Holdings Securities
Oregon
$1.16M 31,991 +1,078 +3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.14M 31,613 +18,941 +149%
BCM
25
Brookstone Capital Management
Illinois
$1.08M 29,907 +15,013 +101%
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