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iShares Core Moderate Allocation ETF

248 hedge funds and large institutions have $686M invested in iShares Core Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 21 closing their positions.

Holders
248
Holders Change
+27
Holders Change %
+12.22%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
53
Increased
85
Reduced
86
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
51
Pathway Financial Advisors
Vermont
$1.6M +$1.6M +42,000 New
OFG
52
Orcam Financial Group
California
$1.6M +$1.6M +42,000 New
ACP
53
Aveo Capital Partners
Colorado
$1.56M +$28.4K +748 +2%
KAS
54
Kestra Advisory Services
Texas
$1.54M -$321K -8,440 -17%
JAWM
55
J. Arnold Wealth Management
Ohio
$1.41M +$1.41M +36,972 New
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$1.37M -$33.4K -878 -2%
PWMG
57
Prestige Wealth Management Group
New Jersey
$1.36M +$1.36M +35,749 New
KA
58
Kovack Advisors
Florida
$1.3M -$12.2K -322 -0.9%
MHS
59
M Holdings Securities
Oregon
$1.26M -$16.2K -425 -1%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.26M +$562K +14,780 +81%
RWM
61
Reston Wealth Management
Virginia
$1.24M -$3.84K -101 -0.3%
GW
62
GW & Wade
Massachusetts
$1.22M +$225K +5,923 +23%
SFG
63
StrategIQ Financial Group
Indiana
$1.18M -$87.7K -2,307 -7%
RFN
64
RDA Financial Network
Iowa
$1.08M
FHC
65
Fort Henry Capital
West Virginia
$933K +$4.49K +118 +0.5%
CAM
66
Congress Asset Management
Massachusetts
$931K +$931K +24,486 New
NG
67
Northstar Group
New York
$888K -$87.4K -2,300 -9%
KL
68
KilterHowling LLC
Colorado
$885K +$885K +23,282 New
SL
69
Sentinus LLC
Illinois
$874K +$117K +3,068 +15%
BIAS
70
Beacon Investment Advisory Services
New Jersey
$841K +$96.7K +2,543 +13%
SWP
71
Summit Wealth Partners
Florida
$827K +$26.9K +709 +3%
LNC
72
Lincoln National Corp
Pennsylvania
$801K +$499K +13,138 +166%
MSA
73
Marino Stram & Associates
Massachusetts
$801K -$263K -6,927 -25%
VFP
74
Verus Financial Partners
Virginia
$793K +$30.6K +765 +4%
SWM
75
Spire Wealth Management
Virginia
$783K -$18.3K -481 -2%