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iShares Core Moderate Allocation ETF

154 hedge funds and large institutions have $362M invested in iShares Core Moderate Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
3.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
14
Increased
65
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TA
1
Tiedemann Advisors
New York
$81.1M 2,062,989 +187,963 +10%
BlackRock
2
BlackRock
New York
$41.3M 1,051,003 +51,561 +5%
Bank of America
3
Bank of America
North Carolina
$27.1M 690,234 +53,146 +8%
LPL Financial
4
LPL Financial
California
$16.1M 409,855 +20,120 +5%
Wells Fargo
5
Wells Fargo
California
$14M 357,251 -5,630 -2%
SW
6
SlateStone Wealth
Florida
$10.9M 278,473 -6,918 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.33M 237,583 +55,342 +30%
Morgan Stanley
8
Morgan Stanley
New York
$9.28M 236,087 +25,987 +12%
AWM
9
AE Wealth Management
Kansas
$8.91M 226,840 +198,400 +698%
AEPG
10
American Economic Planning Group
New Jersey
$8.4M 213,988 +96,270 +82%
SS
11
Simplicity Solutions
Minnesota
$8.11M 206,305 +195,621 +1,831%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.96M 177,052 +14,063 +9%
TC
13
Trilogy Capital
California
$6.96M 178,164 +26,682 +18%
WCG
14
Weaver Consulting Group
California
$6.88M 176,970 -541 -0.3%
RWM
15
Reston Wealth Management
Virginia
$6.39M 162,585 +21,555 +15%
Ameriprise
16
Ameriprise
Minnesota
$5.95M 151,290 +29,690 +24%
PAMG
17
Patton Albertson Miller Group
Tennessee
$5.63M 143,231 -4,514 -3%
DWM
18
Darwin Wealth Management
Florida
$5.6M 142,457 -1,264 -0.9%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$4.54M 115,630 -4,042 -3%
BCM
20
Brookstone Capital Management
Illinois
$3.53M 89,921 -2,005 -2%
GWM
21
Geneos Wealth Management
Colorado
$3.39M 86,504 -203 -0.2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.32M 84,593 -7,996 -9%
AG
23
Advisor Group
Arizona
$2.92M 74,242 -37,379 -33%
MAS
24
Madden Advisory Services
Florida
$2.76M 70,305 -3,111 -4%
AAS
25
Annex Advisory Services
Wisconsin
$2.54M 64,556 +2,316 +4%