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iShares Core Moderate Allocation ETF

256 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+23
Holders Change %
+9.87%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
45
Increased
119
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
226
Pineridge Advisors
Missouri
$41.4K -$2.22K -51 -5%
RCA
227
Runnymede Capital Advisors
Ohio
$39.2K +$39.2K +902 New
WTFG
228
Wood Tarver Financial Group
Idaho
$37K +$37K +861 New
SWM
229
Sugarloaf Wealth Management
Georgia
$34.8K
AssetMark Inc
230
AssetMark Inc
California
$33.2K +$18K +415 +119%
BA
231
Bellwether Advisors
Nebraska
$31.5K +$31.5K +725 New
WWM
232
Wolff Wiese Magana
California
$27.2K +$347 +8 +1%
GJIA
233
Glass Jacobson Investment Advisors
Maryland
$27.2K
AIC
234
Archer Investment Corporation
Indiana
$27.1K +$261 +6 +1%
BWL
235
Bogart Wealth LLC
Virginia
$25.8K
TSMHT
236
Thurston Springer Miller Herd & Titak
Indiana
$24.4K +$24.4K +562 New
OFG
237
Oxford Financial Group
Indiana
$24K
Qube Research & Technologies (QRT)
238
Qube Research & Technologies (QRT)
United Kingdom
$23.8K +$12.9K +297 +118%
UCB
239
United Community Bank
South Carolina
$21.7K
FWM
240
FSA Wealth Management
Massachusetts
$20.7K +$261 +6 +1%
DAM
241
Delta Asset Management
Tennessee
$20.6K
IA
242
IFP Advisors
Florida
$17.9K
CAL
243
Capital Analysts LLC
Pennsylvania
$16K +$296 +7 +2%
DSC
244
Duncker Streett & Co
Missouri
$15.5K +$15.5K +356 New
TCG
245
Transcendent Capital Group
Oklahoma
$15.2K +$348 +8 +2%
MWM
246
Mascoma Wealth Management
New Hampshire
$14K -$7.82K -180 -36%
WPA
247
West Paces Advisors
Georgia
$11.7K
CWP
248
Concord Wealth Partners
Virginia
$8.05K +$131 +3 +2%
ACA
249
American Capital Advisory
Idaho
$5.87K -$1.26K -29 -18%
ACA
250
Aptus Capital Advisors
Alabama
$5.09K -$24K -552 -83%