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iShares Core Moderate Allocation ETF

179 hedge funds and large institutions have $392M invested in iShares Core Moderate Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 14 closing their positions.

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.68%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
21
Increased
72
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFM
76
Royal Fund Management
Florida
$489K +$269K +6,750 +122%
BIAS
77
Beacon Investment Advisory Services
New Jersey
$487K
FFG
78
Fullen Financial Group
Ohio
$477K +$477K +11,972 New
BHWM
79
Bay Harbor Wealth Management
Maryland
$475K -$1.16K -29 -0.2%
SPC
80
Sigma Planning Corp
Michigan
$469K -$11.2K -282 -2%
CI
81
CX Institutional
Indiana
$454K +$52.4K +1,313 +13%
Truist Financial
82
Truist Financial
North Carolina
$448K -$3.37M -84,489 -88%
Stifel Financial
83
Stifel Financial
Missouri
$448K +$28.2K +706 +7%
NP
84
NorthRock Partners
Minnesota
$435K +$159 +4 +0%
MIC
85
Means Investment Company
Maine
$426K +$70.5K +1,716 +20%
ACA
86
Anchor Capital Advisors
Massachusetts
$424K -$6.98K -175 -2%
SBL
87
Sargent Bickham Lagudis
Colorado
$420K
TSS
88
Two Sigma Securities
New York
$418K +$418K +10,491 New
MML Investors Services
89
MML Investors Services
Massachusetts
$416K -$873K -21,916 -68%
MA
90
Mutual Advisors
Nebraska
$400K -$20.4K -510 -5%
CCFM
91
Clear Creek Financial Management
Washington
$387K +$85.4K +2,145 +28%
CWM
92
Cahaba Wealth Management
Georgia
$385K +$4.21K +103 +1%
OAM
93
Occidental Asset Management
California
$384K +$3.99K +100 +1%
CWC
94
Carolinas Wealth Consulting
North Carolina
$378K +$38K +954 +11%
RJA
95
Raymond James & Associates
Florida
$352K -$5.24M -131,470 -94%
KA
96
Kovack Advisors
Florida
$350K -$190K -4,767 -35%
FAAS
97
First Allied Advisory Services
California
$348K -$23.9K -600 -6%
SWP
98
Summit Wealth Partners
Florida
$343K -$5.66K -142 -2%
AF
99
Advisornet Financial
Minnesota
$335K +$229K +5,741 +215%
W
100
Wealthquest
Ohio
$318K +$318K +7,995 New