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iShares Core Moderate Allocation ETF

126 hedge funds and large institutions have $340M invested in iShares Core Moderate Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
40
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$86.5M 103,826 -13,497 -12%
TA
2
Tiedemann Advisors
New York
$73M 1,926,429 -28,189 -1%
BlackRock
3
BlackRock
New York
$35.9M 947,458 +25,893 +3%
LPL Financial
4
LPL Financial
California
$13.8M 363,525 +20,902 +6%
Wells Fargo
5
Wells Fargo
California
$12.7M 334,377 -6,445 -2%
Morgan Stanley
6
Morgan Stanley
New York
$8.03M 212,007 -33,221 -14%
DWM
7
Darwin Wealth Management
Florida
$7.12M 188,183 +28,612 +18%
Bank of America
8
Bank of America
North Carolina
$6.46M 170,555 -47,919 -22%
Jane Street
9
Jane Street
New York
$6.12M 161,597 +92,332 +133%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.87M 128,583 -4,404 -3%
BCM
11
Brookstone Capital Management
Illinois
$4.71M 124,311 +1,752 +1%
AEPG
12
American Economic Planning Group
New Jersey
$4.37M 115,283 -1,763 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.33M 114,272 +29,525 +35%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3.91M 103,154 -21,934 -18%
GWM
15
Geneos Wealth Management
Colorado
$3.08M 81,351 +4,894 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.87M 75,615 -10,431 -12%
AG
17
Advisor Group
Arizona
$2.82M 74,549 +12,304 +20%
MAS
18
Madden Advisory Services
Florida
$2.79M 73,676
MFS
19
Madrona Financial Services
Washington
$2.77M 73,028 -3,461 -5%
PAG
20
Private Advisor Group
New Jersey
$2.72M 71,753 +16,789 +31%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.35M 62,026 -47,160 -43%
EK
22
Evensky & Katz
Florida
$2.33M 61,472 +40,014 +186%
CWM
23
Cornerstone Wealth Management
Missouri
$2.26M 85,548 +14,224 +20%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.19M 57,666 -5,007 -8%
NG
25
Northstar Group
New York
$2.12M 55,853 -6,997 -11%