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iShares Core Moderate Allocation ETF

220 hedge funds and large institutions have $529M invested in iShares Core Moderate Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 33 closing their positions.

Holders
220
Holders Change
-6
Holders Change %
-2.65%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
31
Increased
95
Reduced
63
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWPG
76
Strategic Wealth Partners Group
Illinois
$771K +$771K +17,693 New
SWM
77
Spire Wealth Management
Virginia
$750K +$750K +17,220 New
VWA
78
Visionary Wealth Advisors
Illinois
$741K +$40.2K +923 +6%
RBFC
79
Roman Butler Fullerton & Co
Missouri
$729K -$295K -6,625 -29%
CAG
80
Compass Advisory Group
New York
$718K +$718K +16,493 New
MA
81
Mutual Advisors
Nebraska
$701K +$133K +3,043 +23%
SWP
82
Summit Wealth Partners
Florida
$687K +$82.7K +1,899 +14%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$685K -$882K -20,245 -56%
Deutsche Bank
84
Deutsche Bank
Germany
$682K
SWP
85
Stratos Wealth Partners
Ohio
$658K
HighTower Advisors
86
HighTower Advisors
Illinois
$652K +$360K +8,283 +123%
CI
87
CX Institutional
Indiana
$647K +$8.37K +192 +1%
EA
88
Efficient Advisors
Ohio
$631K -$155K -3,565 -20%
DC
89
Davenport & Co
Virginia
$614K +$12.5K +286 +2%
ACS
90
Archford Capital Strategies
Illinois
$599K +$21.4K +481 +4%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$598K -$7.63M -175,223 -93%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$597K +$89.4K +2,053 +18%
BIAS
93
Beacon Investment Advisory Services
New Jersey
$575K +$3.05K +70 +0.5%
SPC
94
Sigma Planning Corp
Michigan
$536K +$3.18K +73 +0.6%
FFG
95
Fullen Financial Group
Ohio
$529K -$7.54K -173 -1%
MIC
96
Means Investment Company
Maine
$525K -$2.92K -67 -0.6%
SSC
97
Syverson Strege & Co
Iowa
$516K +$77.3K +1,776 +18%
JWCA
98
J.W. Cole Advisors
Florida
$512K +$279K +6,410 +120%
HPC
99
Hobart Private Capital
North Carolina
$512K +$205K +4,702 +67%
GWAG
100
Garrett Wealth Advisory Group
Texas
$505K