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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $632M invested in iShares Core Moderate Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 31 closing their positions.

Holders
251
Holders Change
Holders Change %
0%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
78
Reduced
86
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
76
J.W. Cole Advisors
Florida
$763K +$7.31K +170 +1%
KWM
77
Keebeck Wealth Management
Illinois
$735K +$735K +17,108 New
Legacy Financial Group (Iowa)
78
Legacy Financial Group (Iowa)
Iowa
$727K +$225K +5,246 +45%
NWM
79
Northwest Wealth Management
Iowa
$724K -$42.6K -992 -6%
AWM
80
Avior Wealth Management
Nebraska
$705K -$179K -4,164 -20%
NAS
81
Nicolet Advisory Services
Wisconsin
$691K -$214K -5,064 -24%
SWP
82
Stratos Wealth Partners
Ohio
$679K -$24.6K -573 -3%
DAS
83
Dynamic Advisor Solutions
Arizona
$660K
SG
84
StoneX Group
New York
$652K +$652K +15,173 New
RWA
85
Redhawk Wealth Advisors
Minnesota
$645K -$181K -4,210 -22%
IWC
86
Integrated Wealth Concepts
Massachusetts
$641K -$241K -5,617 -27%
DC
87
Davenport & Co
Virginia
$633K +$30.1K +701 +5%
GFPC
88
Global Financial Private Client
Florida
$629K +$13.1K +305 +2%
TPWA
89
TRUE Private Wealth Advisors
Oregon
$628K +$355K +8,658 +130%
FHC
90
First Heartland Consultants
Missouri
$611K
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$593K +$7.74K +180 +1%
WSTAM
92
Wilbanks Smith & Thomas Asset Management
Virginia
$590K
EIG
93
Ellenbecker Investment Group
Wisconsin
$589K +$99.6K +2,319 +20%
CI
94
CX Institutional
Indiana
$574K -$33K -769 -5%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$572K -$1.29K -30 -0.2%
D
96
Dentgroup
Louisiana
$572K
AAS
97
Avantax Advisory Services
Texas
$557K +$186K +4,332 +50%
Stifel Financial
98
Stifel Financial
Missouri
$552K -$1.79M -41,559 -76%
AWA
99
Archvest Wealth Advisors
California
$543K +$19.7K +458 +4%
FFG
100
Fullen Financial Group
Ohio
$535K +$8.24K +192 +2%