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iShares Core Moderate Allocation ETF

216 hedge funds and large institutions have $408M invested in iShares Core Moderate Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-9
Holders Change %
-4%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
17
Increased
75
Reduced
88
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GM
51
GeoWealth Management
Illinois
$1.21M +$1.21M +30,053 New
RFN
52
RDA Financial Network
Iowa
$1.18M +$64.7K +1,600 +6%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.12M +$1.12M +27,595 New
HI
54
Harbour Investments
Wisconsin
$1.07M -$19.4K -481 -2%
FHC
55
Fort Henry Capital
West Virginia
$989K -$6.34K -157 -0.6%
RWM
56
Ritholtz Wealth Management
New York
$931K +$73.5K +1,818 +9%
GWCM
57
Godshalk Welsh Capital Management
Pennsylvania
$905K +$81K +2,004 +10%
NG
58
Northstar Group
New York
$896K -$20K -495 -2%
SWP
59
Summit Wealth Partners
Florida
$877K +$15K +372 +2%
AAS
60
Avantax Advisory Services
Texas
$870K +$106K +2,631 +14%
BIAS
61
Beacon Investment Advisory Services
New Jersey
$848K -$21.6K -535 -2%
MML Investors Services
62
MML Investors Services
Massachusetts
$822K +$222K +5,491 +37%
JWCA
63
J.W. Cole Advisors
Florida
$816K -$3.54M -87,523 -81%
SWM
64
Spire Wealth Management
Virginia
$802K -$16.9K -418 -2%
MSA
65
Marino Stram & Associates
Massachusetts
$798K -$53.1K -1,315 -6%
AFP
66
Ausdal Financial Partners
Iowa
$788K +$9.62K +238 +1%
PAG
67
Private Advisor Group
New Jersey
$766K +$111K +2,740 +17%
FHA
68
Flagship Harbor Advisors
Massachusetts
$760K -$37.6K -930 -5%
RJA
69
Raymond James & Associates
Florida
$759K -$81.6K -2,020 -10%
SFG
70
Sovereign Financial Group
Connecticut
$738K +$404 +10 +0.1%
VFP
71
Verus Financial Partners
Virginia
$725K -$3.13K -77 -0.4%
SW
72
SteelPeak Wealth
California
$704K -$1.74K -43 -0.2%
KWM
73
Kingsview Wealth Management
Oregon
$697K +$6.55K +162 +0.9%
FCA
74
FinTrust Capital Advisors
South Carolina
$695K
NAS
75
Nicolet Advisory Services
Wisconsin
$695K -$10.9K -274 -2%