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iShares Core Moderate Allocation ETF

188 hedge funds and large institutions have $413M invested in iShares Core Moderate Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
25
Increased
66
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
51
RDA Financial Network
Iowa
$1.03M -$6.16K -150 -0.6%
RWM
52
Ritholtz Wealth Management
New York
$953K +$139K +3,386 +17%
CIA
53
Compass Ion Advisors
Pennsylvania
$918K -$783K -19,076 -46%
MSA
54
Marino Stram & Associates
Massachusetts
$907K -$5.3K -129 -0.6%
SW
55
SteelPeak Wealth
California
$882K -$862 -21 -0.1%
RBFC
56
Roman Butler Fullerton & Co
Missouri
$842K -$1.03K -25 -0.1%
NAS
57
Nicolet Advisory Services
Wisconsin
$821K +$42.3K +1,031 +5%
Citigroup
58
Citigroup
New York
$820K +$291K +7,080 +55%
PAG
59
Private Advisor Group
New Jersey
$802K -$43.2K -1,053 -5%
SPIA
60
Steward Partners Investment Advisory
New York
$779K -$34.1K -830 -4%
EA
61
Efficient Advisors
Ohio
$772K +$57.5K +1,400 +8%
RFM
62
Royal Fund Management
Florida
$749K +$245K +5,982 +49%
NWM
63
Northwest Wealth Management
Iowa
$726K +$67.8K +1,652 +10%
VWA
64
Visionary Wealth Advisors
Illinois
$668K +$5.25K +128 +0.8%
MAFM
65
Mid Atlantic Financial Management
Pennsylvania
$661K +$106K +2,514 +19%
Deutsche Bank
66
Deutsche Bank
Germany
$643K +$15.3K +372 +2%
RWA
67
Redhawk Wealth Advisors
Minnesota
$615K +$615K +14,981 New
AAP
68
Arax Advisory Partners
Colorado
$583K +$14K +341 +2%
SWP
69
Stratos Wealth Partners
Ohio
$575K -$43.9K -1,068 -7%
SS
70
Simplicity Solutions
Minnesota
$573K -$48.9K -1,190 -8%
DC
71
Davenport & Co
Virginia
$572K
WP
72
WealthPLAN Partners
Nebraska
$570K -$34.7K -827 -6%
RJA
73
Raymond James & Associates
Florida
$559K +$197K +4,803 +54%
GWAG
74
Garrett Wealth Advisory Group
Texas
$548K
MA
75
Mutual Advisors
Nebraska
$535K +$124K +3,018 +30%