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iShares Core Moderate Allocation ETF

221 hedge funds and large institutions have $403M invested in iShares Core Moderate Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 29 closing their positions.

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
24
Increased
78
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$869K +$398K +10,877 +85%
RPSA
52
Richard P. Slaughter Associates
Texas
$833K +$833K +22,760 New
AFP
53
Ausdal Financial Partners
Iowa
$830K -$28.2K -769 -3%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$798K -$2.34M -63,830 -75%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$788K +$788K +21,535 New
SWM
56
Spire Wealth Management
Virginia
$772K -$39.8K -1,086 -5%
SWP
57
Summit Wealth Partners
Florida
$770K +$39.4K +1,076 +5%
PAG
58
Private Advisor Group
New Jersey
$767K -$124K -3,380 -14%
SL
59
Sentinus LLC
Illinois
$729K +$729K +19,923 New
BIAS
60
Beacon Investment Advisory Services
New Jersey
$717K -$236K -6,444 -25%
IF
61
Integrity Financial
Wyoming
$712K -$61.1K -1,668 -8%
VFP
62
Verus Financial Partners
Virginia
$702K -$156K -4,235 -18%
NAS
63
Nicolet Advisory Services
Wisconsin
$692K -$13.3K -366 -2%
FM
64
Forward Management
California
$673K +$673K +18,380 New
MML Investors Services
65
MML Investors Services
Massachusetts
$668K -$15.2K -415 -2%
TPWA
66
TRUE Private Wealth Advisors
Oregon
$667K +$36.5K +997 +6%
RFA
67
RTD Financial Advisors
Pennsylvania
$663K -$95.6K -2,610 -13%
SW
68
SteelPeak Wealth
California
$623K -$15.1K -413 -2%
KWM
69
Keebeck Wealth Management
Illinois
$611K -$8.85K -242 -1%
SFG
70
Sovereign Financial Group
Connecticut
$602K -$35.1K -960 -6%
IA
71
IFP Advisors
Florida
$595K +$66.2K +1,739 +13%
EIG
72
Ellenbecker Investment Group
Wisconsin
$583K +$5.41K +148 +0.9%
NWM
73
Northwest Wealth Management
Iowa
$581K -$44.2K -1,207 -7%
AT
74
Arden Trust
Delaware
$579K -$2.3M -62,723 -80%
GFPC
75
Global Financial Private Client
Florida
$576K +$16.8K +452 +3%