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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.

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 %
CCM
251
Crabel Capital Management
California
-$292K -7,028 Closed
HWM
252
Howard Wealth Management
Connecticut
-$266K -6,399 Closed
ODG
253
O'Dell Group
Ohio
-$251K -6,039 Closed
EMAM
254
Encompass More Asset Management
California
-$229K -5,528 Closed
FA
255
Financial Advisors
Massachusetts
-$209K -5,045 Closed
NRI
256
NFP Retirement Inc
California
-$209K -5,029 Closed
ASN
257
Advisory Services Network
Georgia
-$157K -3,770 Closed
TFGT
258
TS Financial Group (TSFG)
Illinois
-$58K -1,400 Closed
TVAMP
259
Tennessee Valley Asset Management Partners
Tennessee
-$36.6K -882 Closed
AWM
260
Able Wealth Management
New Jersey
-$33K -796 Closed
LPP
261
Life Planning Partners
Florida
-$29.9K -720 Closed
HWP
262
Highline Wealth Partners
California
-$20.8K -502 Closed
GWMIA
263
Global Wealth Management Investment Advisory
Florida
-$17.9K -432 Closed
T
264
Tidemark
California
-$9.56K -230 Closed
HFS
265
Hantz Financial Services
Michigan
-$7K -167 Closed
HGERS
266
Householder Group Estate & Retirement Specialist
Arizona
-$6K -163 Closed
IGWM
267
ICA Group Wealth Management
Colorado
-$3.53K -85 Closed
RIM
268
Rockbridge Investment Management
New York
-$582 -14 Closed
GWANC
269
Guardian Wealth Advisors (North Carolina)
North Carolina
-$166 -4 Closed
MSWM
270
McGlone Suttner Wealth Management
Wisconsin
-$83 -2 Closed