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iShares Core Moderate Allocation ETF

221 hedge funds and large institutions have $403M invested in iShares Core Moderate Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 29 closing their positions.

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
24
Increased
78
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Legacy Financial Group (Iowa)
76
Legacy Financial Group (Iowa)
Iowa
$572K -$89.3K -2,440 -14%
CA
77
Cetera Advisors
Colorado
$562K -$15.6K -425 -3%
DAS
78
Dynamic Advisor Solutions
Arizona
$552K -$4.54K -124 -0.8%
CWA
79
Consilium Wealth Advisory
Texas
$550K +$550K +15,015 New
Stifel Financial
80
Stifel Financial
Missouri
$548K -$300K -8,189 -35%
SA
81
Shilanski & Associates
Alaska
$546K +$546K +14,913 New
PCMC
82
Private Capital Management (Colorado)
Colorado
$546K +$546K +14,913 New
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$531K
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$524K
PA
85
PFG Advisors
Arizona
$520K +$520K +14,211 New
Northern Trust
86
Northern Trust
Illinois
$518K
CI
87
CX Institutional
Indiana
$509K +$49.3K +1,345 +11%
FFG
88
Fullen Financial Group
Ohio
$495K +$19.7K +528 +4%
D
89
Dentgroup
Louisiana
$483K
SG
90
StoneX Group
New York
$481K +$31.3K +856 +7%
DC
91
Davenport & Co
Virginia
$474K -$27.8K -760 -6%
AAS
92
Avantax Advisory Services
Texas
$463K -$6.99K -191 -1%
PA
93
Paragon Advisors
Texas
$461K +$181K +4,938 +65%
VWA
94
Visionary Wealth Advisors
Illinois
$458K +$17.4K +475 +4%
GWCM
95
Godshalk Welsh Capital Management
Pennsylvania
$456K +$69.2K +1,890 +18%
AA
96
Advisory Alpha
Michigan
$448K +$448K +12,225 New
AWM
97
Avior Wealth Management
Nebraska
$446K -$125K -3,423 -22%
BPA
98
Beacon Pointe Advisors
California
$446K -$41.9K -1,144 -9%
AWA
99
Archvest Wealth Advisors
California
$442K -$16.8K -459 -4%
IWC
100
Integrated Wealth Concepts
Massachusetts
$436K -$63.6K -1,740 -13%