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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.

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 Market Value Shares Shares
Change
Shares
Change %
SA
251
Shilanski & Associates
Alaska
-14,913 Closed
WSTAM
252
Wilbanks Smith & Thomas Asset Management
Virginia
-14,500 Closed
Northern Trust
253
Northern Trust
Illinois
-14,159 Closed
Citadel Advisors
254
Citadel Advisors
Florida
-11,165 Closed
TWP
255
Tempus Wealth Planning
California
-10,238 Closed
HGERS
256
Householder Group Estate & Retirement Specialist
Arizona
-9,811 Closed
SOS
257
Silver Oak Securities
Tennessee
-7,762 Closed
MFS
258
Madrona Financial Services
Washington
-7,001 Closed
WWM
259
Western Wealth Management
Colorado
-6,748 Closed
TC
260
Trilogy Capital
California
-6,103 Closed
AIM
261
Acropolis Investment Management
Missouri
-3,503 Closed
PFA
262
Professional Financial Advisors
Nebraska
-3,463 Closed
AIP
263
Almanack Investment Partners
Pennsylvania
-1,400 Closed
EWM
264
Evermay Wealth Management
Virginia
-1,252 Closed
CL
265
COWA LLC
Oklahoma
-590 Closed
SJIA
266
St. James Investment Advisors
New York
-402 Closed
FCAS
267
First Command Advisory Services
Texas
$0 416 -226 -35%
HR
268
Howe & Rusling
New York
-223 Closed
AWM
269
AllSquare Wealth Management
New York
-122 Closed
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
-100 Closed
William Blair & Company
271
William Blair & Company
Illinois
-10 Closed