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iShares Core Moderate Allocation ETF

100 hedge funds and large institutions have $243M invested in iShares Core Moderate Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
2.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
11
Increased
46
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TA
1
Tiedemann Advisors
New York
$66.1M 1,740,114 -20,102 -1%
BlackRock
2
BlackRock
New York
$28.8M 757,507 +29,090 +4%
SCA
3
Stuart Chaussee & Associates
California
$16.4M 433,713 +433,713 New
Morgan Stanley
4
Morgan Stanley
New York
$15.8M 415,930 +79,895 +24%
LPL Financial
5
LPL Financial
California
$11.9M 313,259 +10,474 +3%
Wells Fargo
6
Wells Fargo
California
$9.79M 257,796 +334 +0.1%
Bank of America
7
Bank of America
North Carolina
$8.38M 220,699 +7,153 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.92M 129,434 +3,745 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.87M 128,245 -4,038 -3%
DWM
10
Darwin Wealth Management
Florida
$4.04M 106,510 +26,980 +34%
BIAS
11
Beacon Investment Advisory Services
New Jersey
$4.02M 106,000 +96,095 +970%
PAG
12
Private Advisor Group
New Jersey
$3.91M 103,357 +1,550 +2%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.87M 101,799 +6,186 +6%
Ameriprise
14
Ameriprise
Minnesota
$3.42M 89,993 +6,517 +8%
MFS
15
Madrona Financial Services
Washington
$3.2M 84,360 -773 -0.9%
MAS
16
Madden Advisory Services
Florida
$2.8M 73,676 -42 -0.1%
BCM
17
Brookstone Capital Management
Illinois
$2.66M 70,080 +2,900 +4%
EK
18
Evensky & Katz
Florida
$2.6M 68,497 +51,118 +294%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.34M 61,567 +8,281 +16%
GWM
20
Geneos Wealth Management
Colorado
$2.18M 57,471 +49,345 +607%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$2.1M 55,236 +14,200 +35%
NPC
22
National Planning Corporation
California
$1.84M 48,532 -1,066 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.84M 48,454 +7,661 +19%
CCM
24
Coldstream Capital Management
Washington
$1.74M 45,944 +45,944 New
AAS
25
Annex Advisory Services
Wisconsin
$1.72M 45,201 +2,341 +5%