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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $599M invested in iShares Core Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
251
Holders Change
+20
Holders Change %
+8.66%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
76
Sovereign Financial Group
Connecticut
$827K +$163K +3,585 +25%
BIAS
77
Beacon Investment Advisory Services
New Jersey
$814K +$197K +4,329 +32%
NWM
78
Northwest Wealth Management
Iowa
$811K +$33.7K +742 +4%
JWCA
79
J.W. Cole Advisors
Florida
$799K +$799K +17,580 New
MML Investors Services
80
MML Investors Services
Massachusetts
$759K +$138K +3,034 +22%
SWP
81
Stratos Wealth Partners
Ohio
$745K +$11.1K +245 +2%
SWPG
82
Strategic Wealth Partners Group
Illinois
$727K -$113K -2,477 -13%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$712K +$712K +15,654 New
DAS
84
Dynamic Advisor Solutions
Arizona
$699K -$1.4M -30,711 -67%
ACA
85
Aptus Capital Advisors
Alabama
$693K +$538K +11,832 +348%
BCI
86
Brinker Capital Investments
Pennsylvania
$683K +$342K +7,530 +100%
OC
87
Oppenheimer & Co
New York
$672K +$672K +14,775 New
WSTAM
88
Wilbanks Smith & Thomas Asset Management
Virginia
$659K
GFPC
89
Global Financial Private Client
Florida
$651K +$19.2K +423 +3%
CI
90
CX Institutional
Indiana
$643K -$14.8K -325 -2%
DC
91
Davenport & Co
Virginia
$638K -$6.73K -148 -1%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$619K +$2.91K +64 +0.5%
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$607K +$41.7K +917 +7%
D
94
Dentgroup
Louisiana
$605K +$605K +13,310 New
ACS
95
Archford Capital Strategies
Illinois
$572K -$7.37K -162 -1%
RBFC
96
Roman Butler Fullerton & Co
Missouri
$567K +$4.96K +109 +0.9%
HGERS
97
Householder Group Estate & Retirement Specialist
Arizona
$563K +$563K +12,388 New
FFG
98
Fullen Financial Group
Ohio
$558K +$6.78K +149 +1%
AWA
99
Archvest Wealth Advisors
California
$554K +$554K +12,181 New
AAP
100
Arax Advisory Partners
Colorado
$539K +$9.54K +210 +2%