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iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $426M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 98 reducing their positions, and 37 closing their positions.

Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
78
Reduced
98
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
51
RDA Financial Network
Iowa
$1.21M -$79.1K -1,850 -6%
EIG
52
Ellenbecker Investment Group
Wisconsin
$1.17M +$114K +2,672 +11%
FFBTD
53
First Financial Bank - Trust Division
Ohio
$1.12M -$2.29M -53,486 -67%
GM
54
GeoWealth Management
Illinois
$1.11M +$1.11M +25,900 New
SPC
55
Sigma Planning Corp
Michigan
$1.1M +$531K +12,406 +93%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$1.24K +29 +0.1%
PGF
57
Plan Group Financial
Oklahoma
$1.07M +$72K +1,682 +7%
FHC
58
Fort Henry Capital
West Virginia
$1.05M +$5.09K +119 +0.5%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$1.02M -$275K -6,440 -21%
FEG
60
Financial Enhancement Group
Indiana
$1.01M +$491K +11,765 +94%
RWM
61
Ritholtz Wealth Management
New York
$1M -$257 -6 -0%
Renaissance Technologies
62
Renaissance Technologies
New York
$988K +$988K +23,100 New
Citadel Advisors
63
Citadel Advisors
Florida
$949K +$949K +22,173 New
AAS
64
Avantax Advisory Services
Texas
$941K -$23K -538 -2%
BIAS
65
Beacon Investment Advisory Services
New Jersey
$859K -$22.1K -517 -3%
RWM
66
Reston Wealth Management
Virginia
$848K -$26.5K -620 -3%
NG
67
Northstar Group
New York
$837K -$18.9K -441 -2%
FCA
68
FinTrust Capital Advisors
South Carolina
$825K +$44.9K +1,050 +6%
FHA
69
Flagship Harbor Advisors
Massachusetts
$811K +$108K +2,527 +15%
SWP
70
Summit Wealth Partners
Florida
$790K -$15.2K -356 -2%
MAM
71
Milestone Asset Management
Pennsylvania
$775K +$13.5K +316 +2%
AWS
72
Atria Wealth Solutions
New York
$773K -$22.9K -535 -3%
GWCM
73
Godshalk Welsh Capital Management
Pennsylvania
$766K +$6.85K +160 +0.9%
MML Investors Services
74
MML Investors Services
Massachusetts
$764K -$113K -2,640 -13%
GFPC
75
Global Financial Private Client
Florida
$764K +$18.1K +425 +2%