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iShares Core Moderate Allocation ETF

231 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
231
Holders Change
-5
Holders Change %
-2.12%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
18
Increased
102
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NG
51
Northstar Group
New York
$1.3M -$44.8K -1,000 -3%
RFN
52
RDA Financial Network
Iowa
$1.23M +$22.4K +500 +2%
VFP
53
Verus Financial Partners
Virginia
$1.2M -$27.8K -616 -2%
GW
54
GW & Wade
Massachusetts
$1.17M
RWM
55
Ritholtz Wealth Management
New York
$1.08M -$69.8K -1,561 -6%
PAG
56
Private Advisor Group
New Jersey
$1.06M +$183K +4,088 +21%
SWM
57
Spire Wealth Management
Virginia
$1.01M +$149K +3,308 +17%
NAS
58
Nicolet Advisory Services
Wisconsin
$973K -$9.13K -204 -0.9%
MSA
59
Marino Stram & Associates
Massachusetts
$949K +$949K +21,215 New
BPA
60
Beacon Pointe Advisors
California
$914K -$3.24M -72,340 -78%
CA
61
Cetera Advisors
Colorado
$899K -$347K -7,758 -28%
Jane Street
62
Jane Street
New York
$881K +$881K +19,700 New
CAG
63
Compass Advisory Group
New York
$880K +$481K +10,752 +121%
IWC
64
Integrated Wealth Concepts
Massachusetts
$874K +$31.8K +712 +4%
SW
65
SteelPeak Wealth
California
$868K +$3.09K +69 +0.4%
RWA
66
Redhawk Wealth Advisors
Minnesota
$863K -$34.5K -772 -4%
Legacy Financial Group (Iowa)
67
Legacy Financial Group (Iowa)
Iowa
$862K -$13K -291 -1%
SWPG
68
Strategic Wealth Partners Group
Illinois
$826K +$826K +18,472 New
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$822K -$64.2K -1,435 -7%
RJA
70
Raymond James & Associates
Florida
$814K -$459K -10,267 -36%
NWM
71
Northwest Wealth Management
Iowa
$765K -$21.2K -474 -3%
CIA
72
Compass Ion Advisors
Pennsylvania
$748K +$68.4K +1,528 +10%
SWP
73
Summit Wealth Partners
Florida
$740K +$12.5K +279 +2%
SWP
74
Stratos Wealth Partners
Ohio
$722K +$20K +446 +3%
DWM
75
Darwin Wealth Management
Florida
$686K -$78.7K -1,759 -10%