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iShares Core Moderate Allocation ETF

88 hedge funds and large institutions have $313M invested in iShares Core Moderate Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
17
Increased
37
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$100M 2,837,934 +2,614,852 +1,172%
TA
2
Tiedemann Advisors
New York
$53M 1,505,273 +125,607 +9%
Wells Fargo
3
Wells Fargo
California
$48.6M 1,380,251 +1,187,788 +617%
BIT
4
BlackRock Institutional Trust
California
$22.3M 633,686 +61,308 +11%
LPL Financial
5
LPL Financial
California
$10.4M 294,335 +49,129 +20%
BC
6
Brinker Capital
Pennsylvania
$8.4M 237,402 +237,402 New
Morgan Stanley
7
Morgan Stanley
New York
$7.36M 208,853 +11,553 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.14M 202,533 +119,712 +145%
PAG
9
Private Advisor Group
New Jersey
$3.9M 109,419 +27,349 +33%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.24M 91,963 -3,246 -3%
Ameriprise
11
Ameriprise
Minnesota
$3.19M 90,702 +41,941 +86%
MAS
12
Madden Advisory Services
Florida
$2.6M 73,718
MFS
13
Madrona Financial Services
Washington
$2.05M 58,152 -3,315 -5%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.04M 57,959 +13,750 +31%
UBS Group
15
UBS Group
Switzerland
$1.55M 43,907 -693 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.47M 41,814 +2,569 +7%
DWM
17
Darwin Wealth Management
Florida
$1.46M 41,474 +21,001 +103%
PAMG
18
Patton Albertson Miller Group
Tennessee
$1.42M 40,191 +215 +0.5%
WDL
19
Well Done LLC
Michigan
$1.38M 39,096 -20,650 -35%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.35M 38,198 -4,841 -11%
AAS
21
Annex Advisory Services
Wisconsin
$1.34M 37,934 +1,306 +4%
BCM
22
Brookstone Capital Management
Illinois
$1.29M 36,466 +6,559 +22%
WA
23
Waverly Advisors
Alabama
$1.27M 36,163 -4,285 -11%
FA
24
FDx Advisors
Illinois
$1.21M 34,214 +34,214 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.16M 33,006 +1,393 +4%