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iShares Core Moderate Allocation ETF

191 hedge funds and large institutions have $468M invested in iShares Core Moderate Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
3.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
45
Increased
60
Reduced
62
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWAG
76
Garrett Wealth Advisory Group
Texas
$536K
EWA
77
ERTS Wealth Advisors
Michigan
$521K -$7.39K -184 -1%
VCWA
78
Vanguard Capital Wealth Advisors
Colorado
$500K -$117K -2,915 -19%
Citigroup
79
Citigroup
New York
$485K -$2.93K -73 -0.6%
BIAS
80
Beacon Investment Advisory Services
New Jersey
$481K +$81K +2,016 +20%
BHWM
81
Bay Harbor Wealth Management
Maryland
$466K -$101K -2,515 -18%
MIC
82
Means Investment Company
Maine
$454K -$29.4K -722 -6%
NP
83
NorthRock Partners
Minnesota
$438K +$438K +10,915 New
OAM
84
Occidental Asset Management
California
$437K +$8.7K +217 +2%
ACA
85
Anchor Capital Advisors
Massachusetts
$434K -$10.4K -260 -2%
MA
86
Mutual Advisors
Nebraska
$433K +$128K +3,195 +42%
CWM
87
Cahaba Wealth Management
Georgia
$421K +$3.57K +89 +0.9%
FAAS
88
First Allied Advisory Services
California
$398K -$7.74K -193 -2%
PA
89
PFG Advisors
Arizona
$391K -$57.5K -1,432 -13%
SBL
90
Sargent Bickham Lagudis
Colorado
$363K
Truist Financial
91
Truist Financial
North Carolina
$361K +$361K +8,987 New
MAFM
92
Mid Atlantic Financial Management
Pennsylvania
$355K +$355K +8,846 New
F
93
F3Logic
Minnesota
$354K -$23.8K -596 -6%
SPC
94
Sigma Planning Corp
Michigan
$351K +$12.2K +304 +4%
CI
95
CX Institutional
Indiana
$347K -$4.94K -123 -1%
SWP
96
Summit Wealth Partners
Florida
$339K +$339K +8,437 New
FSG
97
Financial Strategies Group
Michigan
$336K +$336K +8,363 New
AIP
98
Ahrens Investment Partners
Louisiana
$327K -$401 -10 -0.1%
CG
99
CFO4Life Group
Texas
$318K
MPPLM
100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$317K +$441 +11 +0.1%