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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $599M invested in iShares Core Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+20
Holders Change %
+8.66%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
51
Cetera Advisor Networks
California
$1.44M -$2.99M -65,747 -68%
NG
52
Northstar Group
New York
$1.32M -$6.82K -150 -0.5%
FHC
53
Fort Henry Capital
West Virginia
$1.28M -$41.4K -911 -3%
PAG
54
Private Advisor Group
New Jersey
$1.27M +$194K +4,268 +18%
RFN
55
RDA Financial Network
Iowa
$1.26M +$13.6K +300 +1%
WA
56
WestEnd Advisors
North Carolina
$1.24M +$1.24M +27,366 New
VFP
57
Verus Financial Partners
Virginia
$1.2M -$9.64K -212 -0.8%
GW
58
GW & Wade
Massachusetts
$1.19M
SWM
59
Spire Wealth Management
Virginia
$1.19M +$170K +3,738 +17%
HI
60
Harbour Investments
Wisconsin
$1.13M -$356K -7,826 -24%
RWM
61
Ritholtz Wealth Management
New York
$1.11M +$13.6K +298 +1%
AFP
62
Ausdal Financial Partners
Iowa
$1.06M +$568K +12,489 +115%
NAS
63
Nicolet Advisory Services
Wisconsin
$975K -$13.7K -302 -1%
MSA
64
Marino Stram & Associates
Massachusetts
$966K +$1.05K +23 +0.1%
IF
65
Integrity Financial
Wyoming
$950K +$950K +20,883 New
AWM
66
Avior Wealth Management
Nebraska
$935K +$579K +12,735 +163%
RFA
67
RTD Financial Advisors
Pennsylvania
$935K +$935K +20,567 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$934K +$45.1K +991 +5%
Truist Financial
69
Truist Financial
North Carolina
$905K +$494K +10,863 +120%
CA
70
Cetera Advisors
Colorado
$904K -$10K -220 -1%
SW
71
SteelPeak Wealth
California
$885K +$2.5K +55 +0.3%
SWP
72
Summit Wealth Partners
Florida
$882K +$129K +2,847 +17%
RWA
73
Redhawk Wealth Advisors
Minnesota
$874K -$3.46K -76 -0.4%
BPA
74
Beacon Pointe Advisors
California
$834K -$95.4K -2,096 -10%
NA
75
NewEdge Advisors
Louisiana
$831K +$831K +18,273 New