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iShares Core Moderate Allocation ETF

179 hedge funds and large institutions have $392M invested in iShares Core Moderate Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 14 closing their positions.

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.68%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
21
Increased
72
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
26
Rowland Carmichael Advisors
Arizona
$2.25M +$46.3K +1,160 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.13M +$349K +8,746 +20%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.88M +$1.09M +27,402 +138%
UCFA
29
United Capital Financial Advisors
Texas
$1.87M +$1.87M +46,977 New
UBS Group
30
UBS Group
Switzerland
$1.68M -$3.8M -95,195 -69%
AWM
31
AE Wealth Management
Kansas
$1.67M +$132K +3,303 +9%
CIA
32
Compass Ion Advisors
Pennsylvania
$1.65M -$444K -11,126 -21%
SW
33
SlateStone Wealth
Florida
$1.65M -$7.22M -181,012 -81%
BFA
34
Beacon Financial Advisory
Ohio
$1.59M +$35.2K +883 +2%
AAS
35
Annex Advisory Services
Wisconsin
$1.55M +$150K +3,762 +11%
MFS
36
Madrona Financial Services
Washington
$1.52M +$33.6K +843 +2%
NG
37
Northstar Group
New York
$1.46M -$213K -5,348 -13%
WA
38
Waverly Advisors
Alabama
$1.4M +$62.6K +1,517 +5%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.39M -$63.8K -1,599 -4%
Renaissance Technologies
40
Renaissance Technologies
New York
$1.38M +$1.04M +26,000 +306%
TCBWMS
41
Texas Capital Bank Wealth Management Services
Texas
$1.29M
MHS
42
M Holdings Securities
Oregon
$1.27M
Jane Street
43
Jane Street
New York
$1.27M +$591K +14,832 +87%
SFG
44
StrategIQ Financial Group
Indiana
$1.23M +$55.1K +1,383 +5%
VFP
45
Verus Financial Partners
Virginia
$1.07M -$359 -9 -0%
DAS
46
Dynamic Advisor Solutions
Arizona
$1.07M +$92.4K +2,317 +9%
EK
47
Evensky & Katz
Florida
$1.06M +$173K +4,340 +20%
RFN
48
RDA Financial Network
Iowa
$1M +$362K +9,075 +56%
MSA
49
Marino Stram & Associates
Massachusetts
$886K +$23.2K +581 +3%
SW
50
SteelPeak Wealth
California
$858K +$858K +21,514 New