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iShares Core Moderate Allocation ETF

228 hedge funds and large institutions have $453M invested in iShares Core Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
-23
Holders Change %
-9.16%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
80
Reduced
91
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$1.19M -$171K -4,389 -13%
CAN
52
Cetera Advisor Networks
California
$1.17M -$2.85K -73 -0.2%
OC
53
Oppenheimer & Co
New York
$1.13M +$1.13M +28,869 New
NG
54
Northstar Group
New York
$1.11M -$15.6K -400 -1%
RFN
55
RDA Financial Network
Iowa
$1.11M -$4.87K -125 -0.4%
SPIA
56
Steward Partners Investment Advisory
New York
$1.08M -$473K -12,155 -31%
FHC
57
Fort Henry Capital
West Virginia
$1.04M -$13K -334 -1%
GW
58
GW & Wade
Massachusetts
$1.02M
BIAS
59
Beacon Investment Advisory Services
New Jersey
$1.01M +$316K +8,121 +45%
PAG
60
Private Advisor Group
New Jersey
$948K -$311K -7,981 -25%
VFP
61
Verus Financial Partners
Virginia
$923K -$132K -3,330 -12%
AFP
62
Ausdal Financial Partners
Iowa
$913K +$18K +461 +2%
Stifel Financial
63
Stifel Financial
Missouri
$902K +$402K +10,304 +80%
HI
64
Harbour Investments
Wisconsin
$875K +$875K +22,454 New
SWM
65
Spire Wealth Management
Virginia
$864K -$128K -3,272 -13%
JWCA
66
J.W. Cole Advisors
Florida
$832K +$140K +3,602 +20%
IF
67
Integrity Financial
Wyoming
$823K -$17.8K -458 -2%
MSA
68
Marino Stram & Associates
Massachusetts
$813K -$14.5K -371 -2%
RFA
69
RTD Financial Advisors
Pennsylvania
$807K -$36.5K -936 -4%
GWM
70
Geneos Wealth Management
Colorado
$802K -$73.2K -1,866 -8%
SWP
71
Summit Wealth Partners
Florida
$778K -$21.2K -544 -3%
NAS
72
Nicolet Advisory Services
Wisconsin
$755K +$116K +2,959 +18%
MML Investors Services
73
MML Investors Services
Massachusetts
$727K +$14.9K +383 +2%
Legacy Financial Group (Iowa)
74
Legacy Financial Group (Iowa)
Iowa
$704K +$44.2K +1,135 +7%
SW
75
SteelPeak Wealth
California
$679K -$20.8K -535 -3%