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iShares Core Moderate Allocation ETF

256 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
256
Holders Change
+23
Holders Change %
+9.87%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
45
Increased
119
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$1.45M +$1.45M +33,321 New
GM
52
GeoWealth Management
Illinois
$1.45M +$227K +5,216 +19%
Stifel Financial
53
Stifel Financial
Missouri
$1.36M +$926K +21,305 +215%
CFGS
54
Concourse Financial Group Securities
Alabama
$1.3M +$86.8K +1,975 +7%
AL
55
Aspiriant LLC
California
$1.29M -$65.1K -1,498 -5%
JSA
56
Jim Saulnier & Associates
Colorado
$1.24M +$38.5K +886 +3%
IAS
57
Insigneo Advisory Services
Florida
$1.22M +$43.7K +1,006 +4%
HI
58
Harbour Investments
Wisconsin
$1.16M -$47.6K -1,095 -4%
RFN
59
RDA Financial Network
Iowa
$1.16M -$39.1K -900 -3%
GCM
60
Gallacher Capital Management
Colorado
$1.09M +$205K +4,710 +23%
FFBTD
61
First Financial Bank - Trust Division
Ohio
$1.06M
FHC
62
Fort Henry Capital
West Virginia
$1.04M +$14.8K +340 +1%
SPC
63
Sigma Planning Corp
Michigan
$981K +$81.4K +1,873 +9%
AWS
64
Atria Wealth Solutions
New York
$951K +$76.5K +1,762 +9%
OAM
65
Oppenheimer Asset Management
New York
$941K +$941K +21,668 New
AAS
66
Avantax Advisory Services
Texas
$937K -$11.7K -270 -1%
NA
67
NewEdge Advisors
Louisiana
$930K -$67.6K -1,557 -7%
RWM
68
Ritholtz Wealth Management
New York
$916K -$8.3K -191 -0.9%
SFG
69
Sovereign Financial Group
Connecticut
$878K +$65.1K +1,499 +8%
MAM
70
Milestone Asset Management
Pennsylvania
$874K -$19.5K -448 -2%
PCG
71
Prosperity Consulting Group
Maryland
$863K -$21.5K -494 -2%
MML Investors Services
72
MML Investors Services
Massachusetts
$855K +$22.8K +525 +3%
AWM
73
AE Wealth Management
Kansas
$854K +$188K +4,334 +28%
NG
74
Northstar Group
New York
$838K +$434 +10 +0.1%
AWM
75
Avior Wealth Management
Nebraska
$820K +$43.1K +991 +6%