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iShares Core Moderate Allocation ETF

252 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
47
Increased
97
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
226
FSA Wealth Management
Massachusetts
$19K +$19K +468 New
GWMIA
227
Global Wealth Management Investment Advisory
Florida
$17.9K -$706 -17 -4%
AI
228
Arvest Investments
Arkansas
$16.9K +$16.9K +407 New
MIM
229
Macroview Investment Management
Maryland
$15.1K +$249 +6 +2%
TCG
230
Transcendent Capital Group
Oklahoma
$13.9K +$13.9K +334 New
WPA
231
West Paces Advisors
Georgia
$11.2K -$7.47K -180 -40%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$10.6K -$208 -5 -2%
NSIM
233
North Star Investment Management
Illinois
$10.3K -$623 -15 -6%
IA
234
IFP Advisors
Florida
$9.8K -$645K -15,534 -99%
T
235
Tidemark
California
$9.56K +$9.56K +230 New
CFD
236
Creative Financial Designs
Indiana
$8.71K +$124 +3 +1%
CAL
237
Capital Analysts LLC
Pennsylvania
$8K +$128 +3 +2%
CWP
238
Concord Wealth Partners
Virginia
$7.46K -$9.07K -219 -55%
HFS
239
Hantz Financial Services
Michigan
$7K -$43.4K -1,036 -86%
HGERS
240
Householder Group Estate & Retirement Specialist
Arizona
$6K +$110 +3 +2%
ACA
241
American Capital Advisory
Idaho
$5.6K +$5.6K +135 New
FFA
242
Farther Finance Advisors
California
$4.54K +$4.54K +109 New
AA
243
Ancora Advisors
Ohio
$3.99K
IGWM
244
ICA Group Wealth Management
Colorado
$3.53K +$3.53K +85 New
NB
245
NBT Bank
New York
$3.11K +$3.11K +75 New
VF
246
VitalStone Financial
Texas
$3K +$41 +1 +1%
KFI
247
Key Financial Inc
Pennsylvania
$1.08K
RIM
248
Rockbridge Investment Management
New York
$582 +$582 +14 New
ACA
249
Aptus Capital Advisors
Alabama
$166 -$12.6K -304 -99%
GWANC
250
Guardian Wealth Advisors (North Carolina)
North Carolina
$166 +$125 +3 +300%