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iShares Core Moderate Allocation ETF

125 hedge funds and large institutions have $317M invested in iShares Core Moderate Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
125
Holders Change
+25
Holders Change %
+25%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
52
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TA
1
Tiedemann Advisors
New York
$70.4M 1,841,217 +101,103 +6%
BlackRock
2
BlackRock
New York
$32.1M 843,620 +86,113 +11%
SCA
3
Stuart Chaussee & Associates
California
$30.1M 791,238 +357,525 +82%
Wells Fargo
4
Wells Fargo
California
$23.3M 611,560 +353,764 +137%
Morgan Stanley
5
Morgan Stanley
New York
$18.2M 478,227 +62,297 +15%
Bank of America
6
Bank of America
North Carolina
$13.3M 349,891 +129,192 +59%
LPL Financial
7
LPL Financial
California
$12.5M 327,893 +14,634 +5%
BCM
8
Brookstone Capital Management
Illinois
$5.76M 151,307 +81,227 +116%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.35M 140,562 +11,128 +9%
Ameriprise
10
Ameriprise
Minnesota
$5.23M 137,473 +47,480 +53%
BC
11
Brinker Capital
Pennsylvania
$5.05M 132,292 +132,292 New
VFP
12
Verus Financial Partners
Virginia
$4.97M 26,200 +18,897 +259%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.54M 119,363 -8,882 -7%
DWM
14
Darwin Wealth Management
Florida
$4.31M 113,241 +6,731 +6%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.97M 104,266 +2,467 +2%
HB
16
Homrich & Berg
Georgia
$3.76M 98,900 +98,900 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.41M 89,488 +34,252 +62%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.29M 86,594 +25,027 +41%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.22M 84,637 +36,183 +75%
MFS
20
Madrona Financial Services
Washington
$3.16M 83,165 -1,195 -1%
MAS
21
Madden Advisory Services
Florida
$2.8M 73,676
AEPG
22
American Economic Planning Group
New Jersey
$2.6M 68,220 +68,220 New
AG
23
Advisor Group
Arizona
$2.54M 66,875 +43,765 +189%
GWM
24
Geneos Wealth Management
Colorado
$2.5M 65,323 +7,852 +14%
CA
25
Cetera Advisors
Colorado
$2.29M 59,973 +41,368 +222%