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iShares Core Moderate Allocation ETF

231 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-5
Holders Change %
-2.12%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
18
Increased
102
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
226
Rain Capital Management
Oregon
$3K +$38 +1 +1%
RCA
227
Ranch Capital Advisors
Florida
$3K +$966 +19 +48%
FCA
228
FinTrust Capital Advisors
South Carolina
$2K -$3.27K -67 -62%
IPW
229
IronBridge Private Wealth
Texas
$1K
FF
230
FourThought Financial
Florida
$1K
SAM
231
Strategic Asset Management
Minnesota
$1K +$1K +25 New
BBHC
232
Brown Brothers Harriman & Co
New York
$1 +$1 +19 New
AWA
233
ARQ Wealth Advisors
Arizona
-$5.8M -128,702 Closed
Citigroup
234
Citigroup
New York
-$1.16M -25,725 Closed
Citadel Advisors
235
Citadel Advisors
Florida
-$997K -22,132 Closed
SFG
236
Snider Financial Group
Washington
-$807K -17,932 Closed
JWCA
237
J.W. Cole Advisors
Florida
-$756K -16,785 Closed
Deutsche Bank
238
Deutsche Bank
Germany
-$705K -15,654 Closed
CPWM
239
Cardinal Point Wealth Management
California
-$624K -13,840 Closed
HPC
240
Hobart Private Capital
North Carolina
-$514K -11,419 Closed
MSFS
241
Main Street Financial Solutions
Pennsylvania
-$371K -8,226 Closed
Goldman Sachs
242
Goldman Sachs
New York
-$350K -7,764 Closed
LGA
243
Lebenthal Global Advisors
New York
-$319K -7,100 Closed
TSS
244
Two Sigma Securities
New York
-$260K -5,770 Closed
JAWM
245
J. Arnold Wealth Management
Ohio
-$224K -4,982 Closed
FIA
246
Foundations Investment Advisors
Arizona
-$217K -4,799 Closed
DP
247
Divergent Planning
Maryland
-$205K -4,545 Closed
ASN
248
Advisory Services Network
Georgia
-$202K -4,473 Closed
SB
249
Strategic Blueprint
Georgia
-$199K -4,424 Closed
SL
250
Savior LLC
Massachusetts
-$30K -662 Closed