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iShares Core Moderate Allocation ETF

96 hedge funds and large institutions have $204M invested in iShares Core Moderate Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
39
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TA
1
Tiedemann Advisors
New York
$65.7M 1,760,216 +15,963 +0.9%
BlackRock
2
BlackRock
New York
$27.1M 728,417 +49,775 +7%
Morgan Stanley
3
Morgan Stanley
New York
$12.5M 336,035 +196,156 +140%
LPL Financial
4
LPL Financial
California
$11.3M 302,785 -16,405 -5%
Wells Fargo
5
Wells Fargo
California
$9.6M 257,462 +39,944 +18%
Bank of America
6
Bank of America
North Carolina
$7.96M 213,546 +15,923 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.93M 132,283 +15,158 +13%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.68M 125,689 +22,386 +22%
PAG
9
Private Advisor Group
New Jersey
$3.76M 101,807 +2,016 +2%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.56M 95,613 +50,379 +111%
MFS
11
Madrona Financial Services
Washington
$3.17M 85,133 -817 -1%
Ameriprise
12
Ameriprise
Minnesota
$3.11M 83,476 -9,583 -10%
DWM
13
Darwin Wealth Management
Florida
$2.96M 79,530 +24,690 +45%
MAS
14
Madden Advisory Services
Florida
$2.75M 73,718
BCM
15
Brookstone Capital Management
Illinois
$2.5M 67,180 +7,517 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.99M 53,286 +5,945 +13%
NPC
17
National Planning Corporation
California
$1.84M 49,598 -999 -2%
PAMG
18
Patton Albertson Miller Group
Tennessee
$1.63M 43,275 -1,976 -4%
AAS
19
Annex Advisory Services
Wisconsin
$1.6M 42,860 +1,099 +3%
MHS
20
M Holdings Securities
Oregon
$1.56M 41,802 +9,437 +29%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.53M 41,036 -2,750 -6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.52M 40,793 +1,063 +3%
FA
23
FDx Advisors
Illinois
$1.38M 37,028 +755 +2%
WA
24
Waverly Advisors
Alabama
$1.28M 34,459 +2,119 +7%
UBS Group
25
UBS Group
Switzerland
$1.22M 32,619 -6,820 -17%