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iShares Core Moderate Allocation ETF

131 hedge funds and large institutions have $249M invested in iShares Core Moderate Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
131
Holders Change
+6
Holders Change %
+4.8%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
22
Increased
45
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TA
1
Tiedemann Advisors
New York
$71.9M 1,904,551 +63,334 +3%
BlackRock
2
BlackRock
New York
$33.2M 879,933 +36,313 +4%
LPL Financial
3
LPL Financial
California
$12.8M 338,165 +10,272 +3%
Morgan Stanley
4
Morgan Stanley
New York
$12.5M 330,227 -148,000 -31%
Wells Fargo
5
Wells Fargo
California
$10.8M 285,985 -325,575 -53%
Bank of America
6
Bank of America
North Carolina
$9.31M 246,485 -103,406 -30%
Ameriprise
7
Ameriprise
Minnesota
$5.53M 146,466 +8,993 +7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.33M 141,054 +492 +0.4%
DWM
9
Darwin Wealth Management
Florida
$4.76M 125,885 +12,644 +11%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$4.73M 125,088 +35,600 +40%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.94M 104,317 +51 +0%
HB
12
Homrich & Berg
Georgia
$3.45M 91,390 -7,510 -8%
BCM
13
Brookstone Capital Management
Illinois
$3.34M 88,538 -62,769 -41%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.34M 88,375 +1,781 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.16M 83,720 -35,643 -30%
MFS
16
Madrona Financial Services
Washington
$3.08M 81,584 -1,581 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.02M 79,816 -4,821 -6%
AEPG
18
American Economic Planning Group
New Jersey
$2.91M 77,119 +8,899 +13%
MAS
19
Madden Advisory Services
Florida
$2.78M 73,676
GWM
20
Geneos Wealth Management
Colorado
$2.65M 70,065 +4,742 +7%
PAG
21
Private Advisor Group
New Jersey
$2.6M 68,716 +37,127 +118%
NG
22
Northstar Group
New York
$2.43M 64,350 +8,150 +15%
AG
23
Advisor Group
Arizona
$2.35M 62,113 -4,762 -7%
AAS
24
Annex Advisory Services
Wisconsin
$2M 53,063 +4,635 +10%
CA
25
Cetera Advisors
Colorado
$1.97M 51,919 -8,054 -13%