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iShares Core Moderate Allocation ETF

88 hedge funds and large institutions have $184M invested in iShares Core Moderate Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
31
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TA
1
Tiedemann Advisors
New York
$63.4M 1,744,253 +238,980 +16%
BlackRock
2
BlackRock
New York
$24.7M 678,642 +678,642 New
LPL Financial
3
LPL Financial
California
$11.6M 319,190 +24,855 +8%
Wells Fargo
4
Wells Fargo
California
$7.91M 217,518 -1,162,733 -84%
Bank of America
5
Bank of America
North Carolina
$7.18M 197,623 -2,640,311 -93%
Morgan Stanley
6
Morgan Stanley
New York
$5.08M 139,879 -68,974 -33%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.26M 117,125 -85,408 -42%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.76M 103,303 +11,340 +12%
PAG
9
Private Advisor Group
New Jersey
$3.62M 99,791 -9,628 -9%
Ameriprise
10
Ameriprise
Minnesota
$3.38M 93,059 +2,357 +3%
MFS
11
Madrona Financial Services
Washington
$3.12M 85,950 +27,798 +48%
MAS
12
Madden Advisory Services
Florida
$2.68M 73,718
BCM
13
Brookstone Capital Management
Illinois
$2.17M 59,663 +23,197 +64%
DWM
14
Darwin Wealth Management
Florida
$1.99M 54,840 +13,366 +32%
NPC
15
National Planning Corporation
California
$1.84M 50,597 +44,683 +756%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.72M 47,341 +5,527 +13%
PAMG
17
Patton Albertson Miller Group
Tennessee
$1.66M 45,251 +5,060 +13%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.64M 45,234 -12,725 -22%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.59M 43,786 +5,588 +15%
AAS
20
Annex Advisory Services
Wisconsin
$1.52M 41,761 +3,827 +10%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.44M 39,730 +6,754 +20%
UBS Group
22
UBS Group
Switzerland
$1.43M 39,439 -4,468 -10%
Citadel Advisors
23
Citadel Advisors
Florida
$1.4M 38,630 +29,339 +316%
FA
24
FDx Advisors
Illinois
$1.32M 36,273 +2,059 +6%
WA
25
Waverly Advisors
Alabama
$1.18M 32,340 -3,823 -11%