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iShares Core Moderate Allocation ETF

175 hedge funds and large institutions have $397M invested in iShares Core Moderate Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-16
Holders Change %
-8.38%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
14
Increased
57
Reduced
71
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$442K -$164K -4,450 -27%
WC
77
Waterloo Capital
Texas
$440K +$440K +11,964 New
BHWM
78
Bay Harbor Wealth Management
Maryland
$439K +$11.6K +315 +3%
NP
79
NorthRock Partners
Minnesota
$401K -$331 -9 -0.1%
ACA
80
Anchor Capital Advisors
Massachusetts
$397K
Stifel Financial
81
Stifel Financial
Missouri
$389K -$400K -10,819 -51%
MA
82
Mutual Advisors
Nebraska
$387K -$9.59K -261 -2%
SBL
83
Sargent Bickham Lagudis
Colorado
$387K +$54.1K +1,472 +16%
CI
84
CX Institutional
Indiana
$370K +$52.5K +1,430 +17%
OAM
85
Occidental Asset Management
California
$350K -$50.3K -1,370 -13%
Citigroup
86
Citigroup
New York
$347K -$97.2K -2,644 -22%
CWM
87
Cahaba Wealth Management
Georgia
$342K -$43.9K -1,196 -11%
FAAS
88
First Allied Advisory Services
California
$342K -$21.9K -597 -6%
MIC
89
Means Investment Company
Maine
$326K -$94.9K -2,518 -23%
NS
90
NewDay Solutions
New Hampshire
$325K -$233K -6,137 -42%
SWP
91
Summit Wealth Partners
Florida
$321K +$11K +299 +4%
CWC
92
Carolinas Wealth Consulting
North Carolina
$313K +$313K +8,539 New
Renaissance Technologies
93
Renaissance Technologies
New York
$312K -$685K -18,663 -69%
PA
94
PFG Advisors
Arizona
$305K -$62.5K -1,655 -17%
CG
95
CFO4Life Group
Texas
$292K
FSG
96
Financial Strategies Group
Michigan
$290K -$17.3K -471 -6%
F
97
F3Logic
Minnesota
$288K -$37K -1,009 -11%
CCFM
98
Clear Creek Financial Management
Washington
$285K +$30K +797 +12%
BC
99
Brio Consultants
California
$278K +$24.4K +663 +10%
GWMIA
100
Global Wealth Management Investment Advisory
Florida
$277K +$4.23K +115 +2%