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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 %
FWM
251
FLP Wealth Management
Arkansas
$5.08K +$5.08K +117 New
HHGA
252
Halbert Hargrove Global Advisors
California
$5.01K +$5.01K +115 New
AA
253
Ancora Advisors
Ohio
$4.17K
NB
254
NBT Bank
New York
$3.26K
CFD
255
Creative Financial Designs
Indiana
$3.06K -$2.14K -49 -41%
NWMP
256
Noble Wealth Management PBC
Colorado
$565 +$565 +13 New
HNW
257
High Note Wealth
Minnesota
$28 +$28 +1 New
RBA
258
Richard Bernstein Advisors
New York
$3
PCWA
259
Pacific Capital Wealth Advisors
California
$3 -$3
KCPG
260
Kavar Capital Partners Group
Kansas
-$12.1M -269,074 Closed
IAIM
261
International Assets Investment Management
Florida
-$2.2K -99,242 Closed
Jane Street
262
Jane Street
New York
-$1.4M -30,941 Closed
SOS
263
Silver Oak Securities
Tennessee
-$606K -13,422 Closed
FEG
264
Fund Evaluation Group
Ohio
-$526K -11,651 Closed
Goldman Sachs
265
Goldman Sachs
New York
-$487K -10,794 Closed
SA
266
Sanctuary Advisors
Indiana
-$475K -10,721 Closed
NWMG
267
National Wealth Management Group
Ohio
-$464K -10,277 Closed
NP
268
NorthRock Partners
Minnesota
-$317K -7,019 Closed
BAM
269
BOS Asset Management
Illinois
-$204K -4,532 Closed
CPCM
270
Cardinal Point Capital Management
Ontario, Canada
-$202K -4,479 Closed
JIP
271
Jaffetilchin Investment Partners
Florida
-$99.7K -2,211 Closed
APC
272
Aspire Private Capital
North Carolina
-$56.2K -1,246 Closed
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
-$23.3K -516 Closed
MIM
274
Macroview Investment Management
Maryland
-$19.3K -427 Closed
NS
275
NBC Securities
Alabama
-$9K -200 Closed