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iShares Core Moderate Allocation ETF

188 hedge funds and large institutions have $413M invested in iShares Core Moderate Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
25
Increased
66
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$530K +$46.8K +1,140 +10%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$517K -$150K -3,650 -23%
MIC
78
Means Investment Company
Maine
$505K +$72.3K +1,732 +17%
FFG
79
Fullen Financial Group
Ohio
$502K +$10.6K +259 +2%
CA
80
Cetera Advisors
Colorado
$498K -$68.7K -1,673 -12%
ACS
81
Archford Capital Strategies
Illinois
$493K -$36.5K -889 -7%
BHWM
82
Bay Harbor Wealth Management
Maryland
$483K -$5.87K -143 -1%
SW
83
SlateStone Wealth
Florida
$480K -$1.21M -29,604 -72%
CI
84
CX Institutional
Indiana
$462K -$5.75K -140 -1%
Stifel Financial
85
Stifel Financial
Missouri
$460K -$903 -22 -0.2%
CIAS
86
Capital Investment Advisory Services
North Carolina
$450K +$353K +8,592 +362%
NP
87
NorthRock Partners
Minnesota
$448K -$164 -4 -0%
ACA
88
Anchor Capital Advisors
Massachusetts
$437K
SBL
89
Sargent Bickham Lagudis
Colorado
$432K
BIAS
90
Beacon Investment Advisory Services
New Jersey
$417K -$84.1K -2,049 -17%
OAM
91
Occidental Asset Management
California
$392K -$3.7K -90 -0.9%
CWC
92
Carolinas Wealth Consulting
North Carolina
$391K +$1.11K +27 +0.3%
SWP
93
Summit Wealth Partners
Florida
$382K +$29.3K +713 +8%
KA
94
Kovack Advisors
Florida
$356K -$4.72K -115 -1%
AWM
95
Avior Wealth Management
Nebraska
$354K -$157K -3,824 -31%
FIG
96
FundX Investment Group
California
$353K -$6.68M -162,500 -95%
Charles Schwab
97
Charles Schwab
California
$341K +$341K +8,304 New
FAAS
98
First Allied Advisory Services
California
$338K -$20.1K -489 -6%
FPCP
99
Fort Point Capital Partners
California
$338K +$28.4K +692 +9%
GWCM
100
Godshalk Welsh Capital Management
Pennsylvania
$331K +$35.9K +875 +12%