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iShares Core Moderate Allocation ETF

248 hedge funds and large institutions have $686M invested in iShares Core Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+27
Holders Change %
+12.22%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
53
Increased
85
Reduced
86
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
76
Harbour Investments
Wisconsin
$776K -$77.7K -2,044 -9%
JWCA
77
J.W. Cole Advisors
Florida
$770K -$524K -13,784 -40%
RWM
78
Ritholtz Wealth Management
New York
$763K -$183K -4,816 -19%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$759K +$447K +11,773 +144%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$748K +$668K +17,587 +834%
AFP
81
Ausdal Financial Partners
Iowa
$744K -$118K -3,094 -14%
NAS
82
Nicolet Advisory Services
Wisconsin
$732K -$13.2K -337 -2%
AAS
83
Avantax Advisory Services
Texas
$724K +$243K +6,387 +50%
TPWA
84
TRUE Private Wealth Advisors
Oregon
$713K +$20.6K +542 +3%
RPSA
85
Richard P. Slaughter Associates
Texas
$712K -$154K -4,039 -18%
IF
86
Integrity Financial
Wyoming
$709K -$29.9K -787 -4%
HFS
87
Hantz Financial Services
Michigan
$708K +$708K +18,637 New
FCA
88
FinTrust Capital Advisors
South Carolina
$695K +$679K +17,868 +4,194%
FHA
89
Flagship Harbor Advisors
Massachusetts
$693K +$402K +10,569 +138%
SG
90
StoneX Group
New York
$667K +$167K +4,392 +33%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$654K -$165K -4,340 -20%
SFG
92
Sovereign Financial Group
Connecticut
$652K +$26.5K +698 +4%
SW
93
SteelPeak Wealth
California
$637K -$9.66K -254 -1%
KWM
94
Keebeck Wealth Management
Illinois
$635K
MAM
95
Milestone Asset Management
Pennsylvania
$619K +$619K +15,614 New
GWCM
96
Godshalk Welsh Capital Management
Pennsylvania
$618K +$144K +3,794 +30%
GFPC
97
Global Financial Private Client
Florida
$606K +$15.9K +419 +3%
Legacy Financial Group (Iowa)
98
Legacy Financial Group (Iowa)
Iowa
$591K -$2.97K -78 -0.5%
NWM
99
Northwest Wealth Management
Iowa
$572K -$30.4K -800 -5%
DAS
100
Dynamic Advisor Solutions
Arizona
$572K -$874 -23 -0.2%