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iShares Core Moderate Allocation ETF

221 hedge funds and large institutions have $403M invested in iShares Core Moderate Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 29 closing their positions.

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
24
Increased
78
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
26
Mutual Advisors
Nebraska
$2.23M +$104K +2,830 +5%
WA
27
Waverly Advisors
Alabama
$1.92M -$105K -2,872 -5%
AAS
28
Annex Advisory Services
Wisconsin
$1.83M +$59.7K +1,630 +3%
KAS
29
Kestra Advisory Services
Texas
$1.8M -$83.4K -2,279 -4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.64M +$104K +2,830 +7%
PAMG
31
Patton Albertson Miller Group
Tennessee
$1.52M -$740K -20,224 -33%
ACP
32
Aveo Capital Partners
Colorado
$1.48M -$10.8K -296 -0.7%
SPIA
33
Steward Partners Investment Advisory
New York
$1.43M +$415K +11,336 +41%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.35M +$9.92K +271 +0.7%
CAN
35
Cetera Advisor Networks
California
$1.33M +$239K +6,536 +22%
KA
36
Kovack Advisors
Florida
$1.26M +$28.6K +780 +2%
Jane Street
37
Jane Street
New York
$1.26M -$398K -10,884 -24%
JWCA
38
J.W. Cole Advisors
Florida
$1.25M +$465K +12,691 +59%
MHS
39
M Holdings Securities
Oregon
$1.23M -$18.5K -504 -1%
SFG
40
StrategIQ Financial Group
Indiana
$1.22M +$38.9K +1,062 +3%
OAM
41
Oppenheimer Asset Management
New York
$1.21M +$1.21M +33,108 New
RWM
42
Reston Wealth Management
Virginia
$1.19M -$668K -18,243 -36%
UBS Group
43
UBS Group
Switzerland
$1.18M -$2.09M -56,983 -64%
RFN
44
RDA Financial Network
Iowa
$1.04M -$3.66K -100 -0.4%
MSA
45
Marino Stram & Associates
Massachusetts
$1.03M +$261K +7,127 +34%
GW
46
GW & Wade
Massachusetts
$961K
NG
47
Northstar Group
New York
$940K -$104K -2,850 -10%
RWM
48
Ritholtz Wealth Management
New York
$911K -$670K -18,299 -42%
FHC
49
Fort Henry Capital
West Virginia
$895K -$80.1K -2,187 -8%
HI
50
Harbour Investments
Wisconsin
$875K