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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $599M invested in iShares Core Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+20
Holders Change %
+8.66%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
226
North Star Investment Management
Illinois
$21K +$12.7K +277 +152%
MAM
227
McCarthy Asset Management
California
$20K +$185 +4 +0.9%
SA
228
SRH Advisors
Kansas
$15K
SCA
229
Stonebridge Capital Advisors
Minnesota
$15K +$141 +3 +0.9%
SC
230
Stephens Consulting
Michigan
$13.1K +$13.1K +289 New
ADL
231
Asset Dedication LLC
California
$11K -$79.5K -1,757 -88%
DHGWA
232
Dixon Hughes Goodman Wealth Advisors
North Carolina
$11K +$11K +251 New
RPCONE
233
Retirement Planning Company of New England
Rhode Island
$11K +$11K +261 New
HR
234
Howe & Rusling
New York
$10K
MIM
235
Macroview Investment Management
Maryland
$9K
MA
236
Montag & Associates
Georgia
$9K
KTC
237
Kistler-Tiffany Companies
Pennsylvania
$9K +$47 +1 +0.5%
WAS
238
Winch Advisory Services
Wisconsin
$8K -$9.73K -203 -55%
AWM
239
AllSquare Wealth Management
New York
$6K
NFG
240
Next Financial Group
Texas
$5K -$91 -2 -2%
RI
241
Rinkey Investments
California
$5K +$5K +127 New
RCM
242
Rain Capital Management
Oregon
$4K
PCG
243
Private Capital Group
Connecticut
$4K
PGAM
244
Princeton Global Asset Management
New Jersey
$3K
FCA
245
FinTrust Capital Advisors
South Carolina
$2K
GIA
246
Goodwin Investment Advisory
Georgia
$1K -$5.86K -164 -85%
IPW
247
IronBridge Private Wealth
Texas
$1K
SAM
248
Strategic Asset Management
Minnesota
$1K
FHC
249
First Heartland Consultants
Missouri
$646 -$8 -187 -1%
BBHC
250
Brown Brothers Harriman & Co
New York
$1