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iShares Core Moderate Allocation ETF

175 hedge funds and large institutions have $397M invested in iShares Core Moderate Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
175
Holders Change
-16
Holders Change %
-8.38%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
14
Increased
57
Reduced
71
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPCP
101
Fort Point Capital Partners
California
$277K +$26.5K +721 +11%
BCI
102
Brinker Capital Investments
Pennsylvania
$276K -$2.32K -63 -0.8%
MPPLM
103
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$271K -$19.5K -530 -7%
GWCM
104
Godshalk Welsh Capital Management
Pennsylvania
$259K
Citadel Advisors
105
Citadel Advisors
Florida
$253K +$253K +6,880 New
SFWA
106
Summit Financial Wealth Advisors
Louisiana
$250K
AIP
107
Ahrens Investment Partners
Louisiana
$242K -$56.7K -1,545 -19%
AWM
108
Alterna Wealth Management
Texas
$241K
HighTower Advisors
109
HighTower Advisors
Illinois
$236K -$43.8K -1,196 -16%
VWM
110
Vigilare Wealth Management
Arizona
$232K -$29.9K -816 -11%
TFS
111
TrustCore Financial Services
Tennessee
$232K +$232K +6,307 New
GIP
112
Greatmark Investment Partners
Georgia
$220K
LNC
113
Lincoln National Corp
Pennsylvania
$219K
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$214K
TFA
115
TPG Financial Advisors
Oregon
$214K +$17.2K +467 +9%
PAM
116
Peak Asset Management
Colorado
$207K +$207K +5,635 New
FHC
117
First Heartland Consultants
Missouri
$204K -$38.9K -1,060 -16%
RFM
118
Royal Fund Management
Florida
$203K +$162K +4,433 +401%
William Blair & Company
119
William Blair & Company
Illinois
$175K +$136K +3,701 +350%
AWM
120
Avior Wealth Management
Nebraska
$173K +$1.06K +29 +0.6%
BAM
121
Belpointe Asset Management
Nevada
$151K -$5.27K -144 -3%
OAM
122
Oppenheimer Asset Management
New York
$145K -$84.4K -2,296 -37%
CF
123
Centaurus Financial
California
$142K -$66.6K -1,817 -32%
RFWA
124
RPg Family Wealth Advisory
Massachusetts
$142K -$44.1K -1,200 -24%
BBA
125
Braun-Bostich & Associates
Pennsylvania
$140K +$2.56K +71 +2%