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iShares Core Moderate Allocation ETF

191 hedge funds and large institutions have $468M invested in iShares Core Moderate Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 6 closing their positions.

Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
3.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
45
Increased
60
Reduced
62
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TA
1
Tiedemann Advisors
New York
$83.9M 2,090,987 +27,998 +1%
BlackRock
2
BlackRock
New York
$67.8M 1,689,933 +638,930 +61%
CIA
3
Compass Ion Advisors
Pennsylvania
$51M 1,271,336 +1,271,336 New
Bank of America
4
Bank of America
North Carolina
$34.5M 859,261 +169,027 +24%
Wells Fargo
5
Wells Fargo
California
$24.6M 613,422 +256,171 +72%
LPL Financial
6
LPL Financial
California
$17.8M 444,048 +34,193 +8%
SW
7
SlateStone Wealth
Florida
$10.5M 262,014 -16,459 -6%
Morgan Stanley
8
Morgan Stanley
New York
$9.85M 245,333 +9,246 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.7M 216,725 -20,858 -9%
TC
10
Trilogy Capital
California
$8.34M 207,283 +29,119 +16%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.39M 184,192 +7,140 +4%
RWM
12
Reston Wealth Management
Virginia
$7.31M 182,133 +19,548 +12%
WCG
13
Weaver Consulting Group
California
$6.98M 177,617 +647 +0.4%
SWRP
14
Summit Wealth & Retirement Planning
California
$6.38M 158,937 +158,937 New
PAMG
15
Patton Albertson Miller Group
Tennessee
$5.55M 138,191 -5,040 -4%
DWM
16
Darwin Wealth Management
Florida
$5.35M 133,313 -9,144 -6%
BC
17
Brinker Capital
Pennsylvania
$3.81M 94,923 +63,974 +207%
Ameriprise
18
Ameriprise
Minnesota
$3.68M 91,609 -59,681 -39%
GWM
19
Geneos Wealth Management
Colorado
$3.67M 91,402 +4,898 +6%
AWM
20
AE Wealth Management
Kansas
$3.46M 86,134 -140,706 -62%
BCM
21
Brookstone Capital Management
Illinois
$3.44M 85,766 -4,155 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.18M 79,247 -5,346 -6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$3.12M 80,226 -35,404 -31%
FFC
24
Fure Financial Corporation
Minnesota
$3.06M 76,163 +76,163 New
AG
25
Advisor Group
Arizona
$2.93M 72,895 -1,347 -2%