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iShares Core Moderate Allocation ETF

175 hedge funds and large institutions have $397M invested in iShares Core Moderate Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
175
Holders Change
-16
Holders Change %
-8.38%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
14
Increased
57
Reduced
71
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$729K +$237K +6,449 +48%
NAS
52
Nicolet Advisory Services
Wisconsin
$726K -$173K -4,711 -19%
SPIA
53
Steward Partners Investment Advisory
New York
$689K
EA
54
Efficient Advisors
Ohio
$685K +$16.1K +437 +2%
NWM
55
Northwest Wealth Management
Iowa
$667K -$110K -3,000 -14%
WP
56
WealthPLAN Partners
Nebraska
$666K -$122K -3,224 -16%
FAIM
57
Financial Advocates Investment Management
Washington
$656K -$10.3K -280 -2%
RWM
58
Ritholtz Wealth Management
New York
$642K +$22.1K +603 +4%
Jane Street
59
Jane Street
New York
$623K +$623K +16,969 New
VWA
60
Visionary Wealth Advisors
Illinois
$621K +$59.1K +1,608 +11%
DC
61
Davenport & Co
Virginia
$603K -$17.4K -473 -3%
AL
62
Aspiriant LLC
California
$600K +$600K +16,325 New
APA
63
American Portfolios Advisors
New York
$596K -$21.3K -580 -3%
RFN
64
RDA Financial Network
Iowa
$591K -$17.1K -465 -3%
Deutsche Bank
65
Deutsche Bank
Germany
$535K +$426K +11,601 +393%
MAFM
66
Mid Atlantic Financial Management
Pennsylvania
$523K +$198K +5,384 +61%
SS
67
Simplicity Solutions
Minnesota
$507K -$1.74M -47,522 -77%
KA
68
Kovack Advisors
Florida
$498K -$263K -7,152 -35%
GWAG
69
Garrett Wealth Advisory Group
Texas
$490K
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$483K -$937K -25,953 -66%
CA
71
Cetera Advisors
Colorado
$481K -$74K -2,012 -13%
ACS
72
Archford Capital Strategies
Illinois
$477K -$28.7K -781 -6%
AAP
73
Arax Advisory Partners
Colorado
$456K +$212K +5,775 +87%
BIAS
74
Beacon Investment Advisory Services
New Jersey
$448K +$8.37K +228 +2%
SPC
75
Sigma Planning Corp
Michigan
$443K +$121K +3,297 +38%