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iShares Core Moderate Allocation ETF
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Overview Fund Activity

127 hedge funds and large institutions have $256M invested in iShares Core Moderate Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
50
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.8M
2
Jane Street
2
Jane Street
New York
$2.6M
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.9M
4
TA
4
Tiedemann Advisors
New York
$73.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.74M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.2M
2
HB
2
Homrich & Berg
Georgia
$1.68M
3
CA
3
Cetera Advisors
Colorado
$759K
4
Ameriprise
4
Ameriprise
Minnesota
$4.41M
5
Bank of America
5
Bank of America
North Carolina
$8.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TA
1
Tiedemann Advisors
New York
$73.3M 1,954,618 +50,067 +3%
BlackRock
2
BlackRock
New York
$34.6M 921,565 +41,632 +5%
LPL Financial
3
LPL Financial
California
$12.9M 342,623 +4,458 +1%
Wells Fargo
4
Wells Fargo
California
$12.8M 340,822 +54,837 +19%
Morgan Stanley
5
Morgan Stanley
New York
$9.2M 245,228 -84,999 -26%
Bank of America
6
Bank of America
North Carolina
$8.2M 218,474 -28,011 -11%
DWM
7
Darwin Wealth Management
Florida
$6M 159,571 +33,686 +27%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.99M 132,987 -8,067 -6%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$4.73M 125,088 – –
BCM
10
Brookstone Capital Management
Illinois
$4.6M 122,559 +34,021 +38%
Ameriprise
11
Ameriprise
Minnesota
$4.41M 117,323 -29,143 -20%
AEPG
12
American Economic Planning Group
New Jersey
$4.39M 117,046 +39,927 +52%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.1M 109,186 +4,869 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.23M 86,046 +6,230 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.18M 84,747 -3,628 -4%
MFS
16
Madrona Financial Services
Washington
$2.87M 76,489 -5,095 -6%
GWM
17
Geneos Wealth Management
Colorado
$2.87M 76,457 +6,392 +9%
MAS
18
Madden Advisory Services
Florida
$2.77M 73,676 – –
Jane Street
19
Jane Street
New York
$2.6M 69,265 +52,313 +309%
NG
20
Northstar Group
New York
$2.36M 62,850 -1,500 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.35M 62,673 -21,047 -25%
AG
22
Advisor Group
Arizona
$2.34M 62,245 +132 +0.2%
AAS
23
Annex Advisory Services
Wisconsin
$2.06M 54,971 +1,908 +4%
PAG
24
Private Advisor Group
New Jersey
$2.06M 54,964 -13,752 -20%
GFPC
25
Global Financial Private Capital
Florida
$1.96M 19,961 +483 +2%
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