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iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $426M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 98 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
78
Reduced
98
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NB
226
NBT Bank
New York
$3.21K
VF
227
VitalStone Financial
Texas
$3K
KFI
228
Key Financial Inc
Pennsylvania
$1.11K
TRCT
229
Tower Research Capital (TRC)
New York
$1.11K +$1.11K +26 New
BNP Paribas Financial Markets
230
BNP Paribas Financial Markets
France
$813 +$813 +19 New
Fidelity Investments
231
Fidelity Investments
Massachusetts
$43
IRC
232
Investors Research Corp
Georgia
$43
EWA
233
EverSource Wealth Advisors
Alabama
$27 +$27 +1 New
KCPG
234
Kavar Capital Partners Group
Kansas
-$11.4M -274,530 Closed
BCI
235
Brinker Capital Investments
Pennsylvania
-$4.62M -112,171 Closed
OPS
236
Orion Portfolio Solutions
Nebraska
-$4.62M -112,171 Closed
PA
237
Paragon Advisors
Texas
-$3.91M -94,149 Closed
TCMP
238
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$3.88M -93,414 Closed
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
-$3.55M -85,607 Closed
WA
240
Win Advisors
Florida
-$1.46M -35,153 Closed
OAM
241
Oppenheimer Asset Management
New York
-$1.36M -32,815 Closed
FIA
242
Foundations Investment Advisors
Arizona
-$820K -19,612 Closed
WIA
243
World Investment Advisors
California
-$507K -12,220 Closed
WA
244
WestEnd Advisors
North Carolina
-$491K -11,831 Closed
RAG
245
RIA Advisory Group
Iowa
-$585K -11,002 Closed
LIG
246
Lokken Investment Group
Delaware
-$402K -9,687 Closed
Corient Private Wealth
247
Corient Private Wealth
Florida
-$343K -8,271 Closed
ZIM
248
Zacks Investment Management
Illinois
-$321K -7,736 Closed
KIG
249
Kowal Investment Group
Wisconsin
-$321K -7,736 Closed
WC
250
Waterloo Capital
Texas
-$304K -7,328 Closed