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iShares Core Moderate Allocation ETF

158 hedge funds and large institutions have $564M invested in iShares Core Moderate Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+32
Holders Change %
+25.4%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
44
Increased
46
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$191M 5,347,286 +5,012,909 +1,499%
TA
2
Tiedemann Advisors
New York
$75.2M 2,093,161 +166,732 +9%
Bank of America
3
Bank of America
North Carolina
$38.9M 1,090,531 +919,976 +539%
BlackRock
4
BlackRock
New York
$34.7M 973,066 +25,608 +3%
BC
5
Brinker Capital
Pennsylvania
$17.6M 492,622 +479,890 +3,769%
RJA
6
Raymond James & Associates
Florida
$14.1M 396,346 +378,890 +2,171%
LPL Financial
7
LPL Financial
California
$13.8M 386,968 +23,443 +6%
Morgan Stanley
8
Morgan Stanley
New York
$10.4M 290,608 +78,601 +37%
SW
9
SlateStone Wealth
Florida
$10.1M 283,039 +283,039 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.98M 251,588 +123,005 +96%
BTS
11
BB&T Securities
Virginia
$8.51M 238,372 +238,372 New
UBS Group
12
UBS Group
Switzerland
$7.52M 210,672 +185,153 +726%
Ameriprise
13
Ameriprise
Minnesota
$6.95M 195,064 +91,238 +88%
PSG
14
Planning Solutions Group
Maryland
$6.63M 185,831 +185,831 New
PAMG
15
Patton Albertson Miller Group
Tennessee
$6.57M 177,724 +145,606 +453%
DWM
16
Darwin Wealth Management
Florida
$5.69M 159,436 -28,747 -15%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.49M 153,823 +96,157 +167%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.35M 149,848 +35,576 +31%
AG
19
Advisor Group
Arizona
$5.29M 148,328 +73,779 +99%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$3.73M 104,470 +1,316 +1%
BCM
21
Brookstone Capital Management
Illinois
$3.57M 100,022 -24,289 -20%
OAM
22
Oppenheimer Asset Management
New York
$3.44M 96,321 +96,321 New
AEPG
23
American Economic Planning Group
New Jersey
$3.32M 92,933 -22,350 -19%
RWM
24
Reston Wealth Management
Virginia
$3.18M 89,018 +89,018 New
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$2.99M 83,934 +83,934 New