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iShares Core Moderate Allocation ETF

216 hedge funds and large institutions have $408M invested in iShares Core Moderate Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 23 closing their positions.

Holders
216
Holders Change
-9
Holders Change %
-4%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
17
Increased
75
Reduced
88
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
76
Global Financial Private Client
Florida
$678K +$17K +419 +3%
IA
77
IFP Advisors
Florida
$664K +$149K +3,677 +29%
FEG
78
Financial Enhancement Group
Indiana
$652K -$187K -4,639 -22%
IF
79
Integrity Financial
Wyoming
$637K -$59.2K -1,466 -9%
RFA
80
RTD Financial Advisors
Pennsylvania
$628K +$248K +6,147 +65%
Legacy Financial Group (Iowa)
81
Legacy Financial Group (Iowa)
Iowa
$626K -$21.3K -526 -3%
MAM
82
Milestone Asset Management
Pennsylvania
$612K -$1.7K -42 -0.3%
DAS
83
Dynamic Advisor Solutions
Arizona
$559K +$1.09K +27 +0.2%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$545K -$505K -12,496 -48%
D
85
Dentgroup
Louisiana
$538K
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$538K +$20.9K +517 +4%
AFM
87
Armstrong Fleming & Moore
District of Columbia
$534K +$534K +13,218 New
SPC
88
Sigma Planning Corp
Michigan
$527K +$105K +2,609 +25%
Stifel Financial
89
Stifel Financial
Missouri
$523K -$21.1K -521 -4%
EIG
90
Ellenbecker Investment Group
Wisconsin
$521K +$847 +21 +0.2%
MWM
91
Merriman Wealth Management
Washington
$520K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$517K +$136K +3,356 +36%
AWS
93
Atria Wealth Solutions
New York
$515K -$69.6K -1,723 -12%
SCP
94
Syntal Capital Partners
Texas
$515K +$9.13K +226 +2%
AWA
95
Archvest Wealth Advisors
California
$514K +$38.6K +954 +8%
WIA
96
World Investment Advisors
California
$494K +$494K +12,218 New
NWM
97
Northwest Wealth Management
Iowa
$488K +$5.78K +143 +1%
BPA
98
Beacon Pointe Advisors
California
$487K +$202 +5 +0%
Lido Advisors
99
Lido Advisors
California
$477K +$647 +16 +0.1%
TPWA
100
TRUE Private Wealth Advisors
Oregon
$476K -$302K -7,477 -39%