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iShares Core Moderate Allocation ETF

159 hedge funds and large institutions have $330M invested in iShares Core Moderate Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.46%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
20
Increased
62
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TA
1
Tiedemann Advisors
New York
$73.2M 1,875,026 +256,503 +16%
BlackRock
2
BlackRock
New York
$39M 999,442 +40,490 +4%
Bank of America
3
Bank of America
North Carolina
$24.9M 637,088 +152,726 +32%
LPL Financial
4
LPL Financial
California
$15.2M 389,735 +8,235 +2%
Wells Fargo
5
Wells Fargo
California
$14.2M 362,881 -69,470 -16%
SW
6
SlateStone Wealth
Florida
$11.1M 285,391 +6,846 +2%
Morgan Stanley
7
Morgan Stanley
New York
$8.2M 210,100 -1,426 -0.7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.11M 182,241 +15,659 +9%
WCG
9
Weaver Consulting Group
California
$6.93M 177,511 +1,218 +0.7%
PSG
10
Planning Solutions Group
Maryland
$6.56M 168,077 -8,168 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.36M 162,989 +3,375 +2%
TC
12
Trilogy Capital
California
$5.89M 151,482 +12,741 +9%
PAMG
13
Patton Albertson Miller Group
Tennessee
$5.72M 147,745 -8,483 -5%
DWM
14
Darwin Wealth Management
Florida
$5.61M 143,721 -4,168 -3%
RWM
15
Reston Wealth Management
Virginia
$5.5M 141,030 +4,345 +3%
Ameriprise
16
Ameriprise
Minnesota
$4.75M 121,600 +14,483 +14%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$4.67M 119,672 +31,342 +35%
AEPG
18
American Economic Planning Group
New Jersey
$4.59M 117,718 +26,448 +29%
AG
19
Advisor Group
Arizona
$4.36M 111,621 -31,623 -22%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.61M 92,589 +5,750 +7%
BCM
21
Brookstone Capital Management
Illinois
$3.59M 91,926 +873 +1%
GWM
22
Geneos Wealth Management
Colorado
$3.38M 86,707 +3,594 +4%
MAS
23
Madden Advisory Services
Florida
$2.86M 73,416 -260 -0.4%
AAS
24
Annex Advisory Services
Wisconsin
$2.43M 62,240 +2,220 +4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.19M 56,066 -23,205 -29%