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iShares Core Moderate Allocation ETF

256 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+23
Holders Change %
+9.87%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
45
Increased
119
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$807K -$72.6K -1,671 -8%
GFPC
77
Global Financial Private Client
Florida
$802K +$3.87K +89 +0.5%
PGF
78
Plan Group Financial
Oklahoma
$790K -$398K -9,165 -34%
SPIA
79
Steward Partners Investment Advisory
New York
$785K +$266K +6,114 +51%
FHA
80
Flagship Harbor Advisors
Massachusetts
$784K +$9.6K +221 +1%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$782K -$672K -15,476 -46%
BIAS
82
Beacon Investment Advisory Services
New Jersey
$776K +$1.52K +35 +0.2%
GWCM
83
Godshalk Welsh Capital Management
Pennsylvania
$772K +$8.69K +200 +1%
SWP
84
Summit Wealth Partners
Florida
$769K -$46.8K -1,077 -6%
MSA
85
Marino Stram & Associates
Massachusetts
$762K -$20.7K -476 -3%
SL
86
Sentinus LLC
Illinois
$742K -$519K -11,953 -41%
SW
87
SteelPeak Wealth
California
$721K -$42.3K -973 -6%
MCM
88
MAI Capital Management
Ohio
$704K +$704K +16,198 New
Legacy Financial Group (Iowa)
89
Legacy Financial Group (Iowa)
Iowa
$688K +$16.6K +383 +2%
WIA
90
World Investment Advisors
California
$662K +$116K +2,681 +21%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$651K +$222K +5,112 +52%
MFIM
92
Mesirow Financial Investment Management
Illinois
$618K +$10.9K +252 +2%
AFP
93
Ausdal Financial Partners
Iowa
$615K -$10.8K -249 -2%
AFM
94
Armstrong Fleming & Moore
District of Columbia
$606K +$10.7K +247 +2%
IF
95
Integrity Financial
Wyoming
$585K +$1.69K +39 +0.3%
D
96
Dentgroup
Louisiana
$578K
CCFM
97
Clear Creek Financial Management
Washington
$578K -$81.7K -1,881 -12%
PAG
98
Private Advisor Group
New Jersey
$561K +$156K +3,595 +39%
ASN
99
Advisory Services Network
Georgia
$553K +$215K +4,951 +64%
CAM
100
Congress Asset Management
Massachusetts
$534K +$534K +12,293 New