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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $632M invested in iShares Core Moderate Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
Holders Change %
0%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
78
Reduced
86
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
51
M Holdings Securities
Oregon
$1.44M +$1.44M +33,596 New
PAG
52
Private Advisor Group
New Jersey
$1.39M +$188K +4,385 +16%
OAM
53
Oppenheimer Asset Management
New York
$1.36M -$1.06M -24,618 -44%
CAN
54
Cetera Advisor Networks
California
$1.29M -$69.2K -1,611 -5%
NG
55
Northstar Group
New York
$1.24M
RFN
56
RDA Financial Network
Iowa
$1.23M +$38.7K +900 +3%
FHC
57
Fort Henry Capital
West Virginia
$1.16M -$55.4K -1,289 -5%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$1.13M -$2.1M -48,874 -65%
GW
59
GW & Wade
Massachusetts
$1.13M
VFP
60
Verus Financial Partners
Virginia
$1.12M +$11.9K +285 +1%
SWM
61
Spire Wealth Management
Virginia
$1.09M -$31K -722 -3%
RWM
62
Ritholtz Wealth Management
New York
$1.04M -$5.33K -124 -0.5%
AFP
63
Ausdal Financial Partners
Iowa
$987K -$15.8K -368 -2%
GWM
64
Geneos Wealth Management
Colorado
$958K -$4.01M -93,435 -81%
RFA
65
RTD Financial Advisors
Pennsylvania
$930K +$46.6K +1,084 +5%
IF
66
Integrity Financial
Wyoming
$927K +$29.9K +696 +3%
MSA
67
Marino Stram & Associates
Massachusetts
$913K
NA
68
NewEdge Advisors
Louisiana
$886K +$102K +2,366 +13%
SWP
69
Summit Wealth Partners
Florida
$881K +$47.9K +1,115 +6%
CA
70
Cetera Advisors
Colorado
$878K +$24.5K +570 +3%
SFG
71
Sovereign Financial Group
Connecticut
$864K +$82.7K +1,925 +11%
MML Investors Services
72
MML Investors Services
Massachusetts
$785K +$67.7K +1,575 +9%
BPA
73
Beacon Pointe Advisors
California
$777K -$10.5K -244 -1%
SW
74
SteelPeak Wealth
California
$772K -$64.1K -1,492 -8%
BIAS
75
Beacon Investment Advisory Services
New Jersey
$769K