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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.

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 %
MSWM
251
McGlone Suttner Wealth Management
Wisconsin
$83 +$83 +2 New
Fidelity Investments
252
Fidelity Investments
Massachusetts
$42 -$10.3K -246 -100%
IRC
253
Investors Research Corp
Georgia
$42
WANY
254
Wealthspire Advisors (New York)
New York
-$4.94M -126,992 Closed
JAWM
255
J. Arnold Wealth Management
Ohio
-$1.34M -34,286 Closed
Renaissance Technologies
256
Renaissance Technologies
New York
-$767K -19,700 Closed
FTUS
257
Flow Traders U.S.
New York
-$683K -17,544 Closed
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
-$626K -16,085 Closed
Legacy Financial Group (Iowa)
259
Legacy Financial Group (Iowa)
Iowa
-$611K -15,698 Closed
Citadel Advisors
260
Citadel Advisors
Florida
-$397K -10,193 Closed
SCP
261
Syntal Capital Partners
Texas
-$372K -9,562 Closed
TGAM
262
TBH Global Asset Management
Tennessee
-$316K -8,110 Closed
OWA
263
Octavia Wealth Advisors
Ohio
-$277K -7,127 Closed
ACA
264
Anchor Capital Advisors
Massachusetts
-$246K -6,313 Closed
WP
265
WealthPLAN Partners
Nebraska
-$211K -5,422 Closed
VP
266
Verum Partners
North Carolina
-$203K -5,224 Closed
MAWA
267
Moss Adams Wealth Advisors
Washington
-$98.2K -2,522 Closed
WP
268
WealthShield Partners
North Carolina
-$18.4K -472 Closed
SIA
269
SkyView Investment Advisors
New Jersey
-$13K -323 Closed
HL
270
HeadInvest LLC
Maine
-$8.08K -209 Closed
NC
271
NewSquare Capital
Pennsylvania
-$6.31K -162 Closed
PGAM
272
Princeton Global Asset Management
New Jersey
-$2.26K -58 Closed
TCM
273
Tradewinds Capital Management
Washington
-$312 -8 Closed
AWA
274
Authentikos Wealth Advisory
California
-$78 -2 Closed