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iShares Core Moderate Allocation ETF

228 hedge funds and large institutions have $453M invested in iShares Core Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
-23
Holders Change %
-9.16%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
80
Reduced
91
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
76
Sovereign Financial Group
Connecticut
$678K -$105K -2,694 -13%
TPWA
77
TRUE Private Wealth Advisors
Oregon
$671K +$75.1K +1,928 +13%
NWM
78
Northwest Wealth Management
Iowa
$665K +$8.77K +225 +1%
KWM
79
Keebeck Wealth Management
Illinois
$660K -$6.35K -163 -1%
Renaissance Technologies
80
Renaissance Technologies
New York
$619K +$269K +6,900 +77%
EIG
81
Ellenbecker Investment Group
Wisconsin
$615K +$81.5K +2,094 +15%
CA
82
Cetera Advisors
Colorado
$614K -$182K -4,680 -23%
AWM
83
Avior Wealth Management
Nebraska
$609K -$30.2K -775 -5%
GFPC
84
Global Financial Private Client
Florida
$592K +$17.9K +456 +3%
DAS
85
Dynamic Advisor Solutions
Arizona
$592K -$6.62K -170 -1%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$589K +$52.2K +1,340 +10%
SWP
87
Stratos Wealth Partners
Ohio
$570K -$46.6K -1,195 -8%
WSTAM
88
Wilbanks Smith & Thomas Asset Management
Virginia
$565K
NA
89
NewEdge Advisors
Louisiana
$558K -$247K -6,328 -31%
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$558K +$39K +1,000 +8%
Northern Trust
91
Northern Trust
Illinois
$552K +$552K +14,159 New
DC
92
Davenport & Co
Virginia
$534K -$40.1K -1,029 -7%
IWC
93
Integrated Wealth Concepts
Massachusetts
$532K -$48.9K -1,255 -8%
IA
94
IFP Advisors
Florida
$527K
VAS
95
Vestmark Advisory Solutions
Massachusetts
$525K +$525K +13,469 New
BPA
96
Beacon Pointe Advisors
California
$519K -$185K -4,762 -26%
D
97
Dentgroup
Louisiana
$519K
FHC
98
First Heartland Consultants
Missouri
$515K -$38.9K -1,000 -7%
AWS
99
Atria Wealth Solutions
New York
$501K +$219K +5,618 +78%
AAS
100
Avantax Advisory Services
Texas
$500K -$4.13K -106 -0.8%