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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 %
FAIM
51
Financial Advocates Investment Management
Washington
$846K +$134K +3,351 +19%
PAG
52
Private Advisor Group
New Jersey
$821K -$84.1K -2,109 -9%
RBFC
53
Roman Butler Fullerton & Co
Missouri
$819K -$178K -4,472 -18%
RWM
54
Ritholtz Wealth Management
New York
$791K +$93.6K +2,347 +13%
SPIA
55
Steward Partners Investment Advisory
New York
$790K +$41.8K +1,047 +6%
NAS
56
Nicolet Advisory Services
Wisconsin
$756K -$32.1K -804 -4%
EA
57
Efficient Advisors
Ohio
$694K -$49.7K -1,246 -7%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$683K +$683K +17,140 New
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$648K +$113K +2,830 +21%
VWA
60
Visionary Wealth Advisors
Illinois
$644K -$29.8K -747 -4%
NWM
61
Northwest Wealth Management
Iowa
$639K -$84.2K -2,114 -12%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$637K -$867K -21,754 -58%
Deutsche Bank
63
Deutsche Bank
Germany
$609K +$28.9K +726 +5%
SS
64
Simplicity Solutions
Minnesota
$604K +$52.9K +1,327 +10%
SWP
65
Stratos Wealth Partners
Ohio
$601K +$121K +3,042 +25%
WP
66
WealthPLAN Partners
Nebraska
$596K -$130K -3,136 -18%
APA
67
American Portfolios Advisors
New York
$592K -$54.9K -1,378 -8%
DC
68
Davenport & Co
Virginia
$556K -$98.9K -2,480 -15%
AAP
69
Arax Advisory Partners
Colorado
$553K +$58.3K +1,460 +12%
CA
70
Cetera Advisors
Colorado
$550K +$28.5K +716 +5%
GWAG
71
Garrett Wealth Advisory Group
Texas
$532K
MAFM
72
Mid Atlantic Financial Management
Pennsylvania
$527K -$39.8K -1,000 -7%
ACS
73
Archford Capital Strategies
Illinois
$514K -$3.55K -89 -0.7%
Citigroup
74
Citigroup
New York
$514K +$138K +3,460 +37%
AWM
75
Avior Wealth Management
Nebraska
$497K +$309K +7,753 +164%