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iShares Core Moderate Allocation ETF

235 hedge funds and large institutions have $444M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 25 closing their positions.

Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
87
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWCM
76
Godshalk Welsh Capital Management
Pennsylvania
$773K +$2.32K +54 +0.3%
FCA
77
FinTrust Capital Advisors
South Carolina
$762K -$67.9K -1,578 -8%
AWM
78
Avior Wealth Management
Nebraska
$762K +$653K +15,179 +600%
SFG
79
Sovereign Financial Group
Connecticut
$758K +$7.18K +167 +1%
GCM
80
Gallacher Capital Management
Colorado
$749K +$208K +4,833 +38%
SW
81
SteelPeak Wealth
California
$744K +$16.3K +380 +2%
AWM
82
AE Wealth Management
Kansas
$740K +$30.5K +708 +4%
PCG
83
Prosperity Consulting Group
Maryland
$703K +$257K +5,977 +58%
CCFM
84
Clear Creek Financial Management
Washington
$655K +$34.2K +794 +6%
Legacy Financial Group (Iowa)
85
Legacy Financial Group (Iowa)
Iowa
$639K +$41.2K +958 +7%
JWCA
86
J.W. Cole Advisors
Florida
$626K +$21.5K +501 +4%
AFP
87
Ausdal Financial Partners
Iowa
$626K -$19.2K -446 -3%
IF
88
Integrity Financial
Wyoming
$615K -$18.9K -439 -3%
Mariner
89
Mariner
Kansas
$604K +$2.11K +49 +0.4%
AFM
90
Armstrong Fleming & Moore
District of Columbia
$585K +$3.01K +70 +0.5%
KWM
91
Kingsview Wealth Management
Oregon
$575K -$14.5K -336 -2%
D
92
Dentgroup
Louisiana
$572K
MWM
93
Mosley Wealth Management
California
$563K +$563K +13,089 New
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$563K -$58.6K -1,362 -9%
CF
95
Centaurus Financial
California
$561K -$860 -20 -0.2%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$545K +$314K +7,326 +136%
RA
97
RFG Advisory
Alabama
$538K +$174K +4,048 +48%
WIA
98
World Investment Advisors
California
$536K +$536K +12,460 New
RFA
99
RTD Financial Advisors
Pennsylvania
$509K +$2.19K +51 +0.4%
SOS
100
Silver Oak Securities
Tennessee
$497K -$25.2K -587 -5%