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iShares Core Moderate Allocation ETF

235 hedge funds and large institutions have $444M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
87
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
226
Triad Wealth Partners
Kansas
$4.82K +$4.82K +112 New
ACA
227
Aptus Capital Advisors
Alabama
$4.77K -$172 -4 -3%
AA
228
Ancora Advisors
Ohio
$4.13K
WA
229
WestEnd Advisors
North Carolina
$3.89K +$3.89K +90 New
NB
230
NBT Bank
New York
$3.23K
VF
231
VitalStone Financial
Texas
$2.41K -$774 -18 -24%
FCAS
232
First Command Advisory Services
Texas
$430 +$430 +10 New
FHC
233
First Heartland Consultants
Missouri
$379
BNP Paribas Financial Markets
234
BNP Paribas Financial Markets
France
$172 -$645 -15 -79%
TRCT
235
Tower Research Capital (TRC)
New York
$129 -$989 -23 -88%
SC
236
Swan Capital
Florida
$129 +$129 +3 New
PCWA
237
Pacific Capital Wealth Advisors
California
$3 -$21.5K -502 Closed
WANY
238
Wealthspire Advisors (New York)
New York
-$5.43M -126,992 Closed
RL
239
Retireful LLC
Michigan
-$3.31M -77,406 Closed
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
-$1.99M -46,413 Closed
Goldman Sachs
241
Goldman Sachs
New York
-$1.34M -31,328 Closed
VFP
242
Verus Financial Partners
Virginia
-$461K -10,772 Closed
AT
243
American Trust
Kentucky
-$376K -8,786 Closed
CWA
244
CJM Wealth Advisers
Virginia
-$266K -6,215 Closed
KA
245
Kovack Advisors
Florida
-$240K -5,615 Closed
PIAS
246
PCA Investment Advisory Services
Ohio
-$231K -5,402 Closed
DWM
247
Darwin Wealth Management
Florida
-$219K -5,116 Closed
CBFP
248
Cedar Brook Financial Partners
Ohio
-$215K -5,019 Closed
BAM
249
BOS Asset Management
Illinois
-$210K -4,911 Closed
RIL
250
Rothschild Investment LLC
Illinois
-$167K -3,900 Closed