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iShares Core Moderate Allocation ETF

221 hedge funds and large institutions have $403M invested in iShares Core Moderate Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
24
Increased
78
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RBFC
226
Roman Butler Fullerton & Co
Missouri
-$439K -11,265 Closed
MF
227
Manchester Financial
California
-$355K -9,100 Closed
HAS
228
HBW Advisory Services
California
-$325K -8,348 Closed
FAIM
229
Financial Advocates Investment Management
Washington
-$240K -6,156 Closed
ARC
230
Advisor Resource Council
Texas
-$236K -6,071 Closed
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
-$233K -5,968 Closed
HighTower Advisors
232
HighTower Advisors
Illinois
-$233K -5,935 Closed
EA
233
Efficient Advisors
Ohio
-$228K -5,842 Closed
Bank of New York Mellon
234
Bank of New York Mellon
New York
-$212K -5,434 Closed
CBFP
235
Cedar Brook Financial Partners
Ohio
-$207K -5,313 Closed
FSG
236
Financial Strategies Group
Michigan
-$206K -5,287 Closed
LFAS
237
Level Four Advisory Services
Texas
-$205K -5,263 Closed
COCM
238
Charter Oak Capital Management
New Hampshire
-$201K -5,154 Closed
AIP
239
Ahrens Investment Partners
Louisiana
-$118K -3,040 Closed
Qube Research & Technologies (QRT)
240
Qube Research & Technologies (QRT)
United Kingdom
-$107K -2,741 Closed
EWA
241
EverSource Wealth Advisors
Alabama
-$90K -2,322 Closed
GWMIA
242
Global Wealth Management Investment Advisory
Florida
-$29K -744 Closed
IWP
243
IAG Wealth Partners
Wisconsin
-$22K -559 Closed
CWP
244
Concord Wealth Partners
Virginia
-$21K -533 Closed
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
-$17K -445 Closed
SCA
246
Stonebridge Capital Advisors
Minnesota
-$12K -321 Closed
CPFP
247
Clear Perspectives Financial Planning
Ohio
-$6K -144 Closed
GIA
248
Goodwin Investment Advisory
Georgia
-$1.09K -28 Closed