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iShares Core Moderate Allocation ETF

248 hedge funds and large institutions have $686M invested in iShares Core Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+27
Holders Change %
+12.22%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
53
Increased
85
Reduced
86
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
226
Tyler-Stone Wealth Management
Ohio
$20K
CWA
227
Clearview Wealth Advisors
Oregon
$17.3K -$13.1K -345 -43%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$14K -$38 -1 -0.3%
MIM
229
Macroview Investment Management
Maryland
$13.6K
VF
230
VitalStone Financial
Texas
$13K +$13K +377 New
NA
231
NewEdge Advisors
Louisiana
$11.8K -$354K -9,325 -97%
NSIM
232
North Star Investment Management
Illinois
$10K -$456 -12 -4%
CFD
233
Creative Financial Designs
Indiana
$9.94K -$24.6K -649 -71%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$9.69K +$9.69K +255 New
MA
235
Montag & Associates
Georgia
$7.6K
AWM
236
Accurate Wealth Management
Florida
$5.53K +$5.53K +142 New
CCM
237
Cribstone Capital Management
Maine
$5.47K -$266 -7 -5%
USCWA
238
U.S. Capital Wealth Advisors
Texas
$4.03K +$4.03K +106 New
KTC
239
Kistler-Tiffany Companies
Pennsylvania
$3.51K -$3.81K -100 -52%
IGWM
240
ICA Group Wealth Management
Colorado
$3.4K +$3.4K +85 New
RCM
241
Rain Capital Management
Oregon
$3.02K
GIA
242
Goodwin Investment Advisory
Georgia
$3K +$3K +79 New
NC
243
NewSquare Capital
Pennsylvania
$2.66K +$1.56K +41 +141%
MSCM
244
McElhenny Sheffield Capital Management
Texas
$2.36K +$2.36K +62 New
PGAM
245
Princeton Global Asset Management
New Jersey
$2K
EE
246
EWG Elevate
California
$1.25K +$1.25K +33 New
KFI
247
Key Financial Inc
Pennsylvania
$952
PAG
248
Private Advisor Group
New Jersey
$644 -$153 -4,018 -19%
GWANC
249
Guardian Wealth Advisors (North Carolina)
North Carolina
$532 +$190 +5 +56%
FM
250
Forward Management
California
-$673K -18,380 Closed