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iShares Core Moderate Allocation ETF

231 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-5
Holders Change %
-2.12%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
18
Increased
102
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ARC
76
Advisor Resource Council
Texas
$657K +$313K +7,006 +91%
SFG
77
Sovereign Financial Group
Connecticut
$653K +$303K +6,778 +87%
PPA
78
Parametric Portfolio Associates
Washington
$653K +$653K +14,601 New
WSTAM
79
Wilbanks Smith & Thomas Asset Management
Virginia
$649K +$649K +14,500 New
CI
80
CX Institutional
Indiana
$647K +$19.6K +439 +3%
FHC
81
First Heartland Consultants
Missouri
$645K +$259K +5,780 +67%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$637K +$68.9K +1,540 +12%
FAAM
83
First Ascent Asset Management
Colorado
$636K +$430K +9,625 +209%
DC
84
Davenport & Co
Virginia
$635K +$2.73K +61 +0.4%
GFPC
85
Global Financial Private Client
Florida
$623K +$18.3K +407 +3%
UCFA
86
United Capital Financial Advisors
Texas
$622K -$592K -13,244 -49%
MML Investors Services
87
MML Investors Services
Massachusetts
$611K +$143K +3,197 +31%
BIAS
88
Beacon Investment Advisory Services
New Jersey
$607K -$34.2K -765 -5%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$606K -$16.7K -374 -3%
ACS
90
Archford Capital Strategies
Illinois
$570K -$47.1K -1,053 -8%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$556K +$176K +3,940 +46%
RBFC
92
Roman Butler Fullerton & Co
Missouri
$556K -$10.8K -240 -2%
FFG
93
Fullen Financial Group
Ohio
$547K +$19K +421 +4%
AAP
94
Arax Advisory Partners
Colorado
$521K +$33K +737 +7%
GWAG
95
Garrett Wealth Advisory Group
Texas
$519K
VWA
96
Visionary Wealth Advisors
Illinois
$514K +$23.8K +532 +5%
CIAS
97
Capital Investment Advisory Services
North Carolina
$502K
SSC
98
Syverson Strege & Co
Iowa
$494K +$3.05K +68 +0.6%
VWM
99
Vigilare Wealth Management
Arizona
$489K +$123K +2,742 +34%
AFP
100
Ausdal Financial Partners
Iowa
$485K -$33.3K -745 -6%