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iShares Core Moderate Allocation ETF

179 hedge funds and large institutions have $392M invested in iShares Core Moderate Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.68%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
21
Increased
72
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CG
101
CFO4Life Group
Texas
$316K
CAS
102
Cascadia Advisory Services
Oregon
$306K +$306K +7,685 New
TPWA
103
TRUE Private Wealth Advisors
Oregon
$304K +$304K +7,625 +127,083%
MPPLM
104
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$303K +$8.85K +222 +3%
FPCP
105
Fort Point Capital Partners
California
$301K
BCI
106
Brinker Capital Investments
Pennsylvania
$299K -$40 -1 -0%
GWCM
107
Godshalk Welsh Capital Management
Pennsylvania
$287K +$5.98K +150 +2%
PA
108
PFG Advisors
Arizona
$286K -$38.8K -965 -12%
FSG
109
Financial Strategies Group
Michigan
$282K -$32.5K -815 -10%
BC
110
Brio Consultants
California
$276K -$25.8K -646 -9%
AIP
111
Ahrens Investment Partners
Louisiana
$262K -$1.6K -40 -0.6%
Citadel Advisors
112
Citadel Advisors
Florida
$261K -$12.9K -324 -5%
AWM
113
Alterna Wealth Management
Texas
$261K
HighTower Advisors
114
HighTower Advisors
Illinois
$256K -$1.4K -35 -0.5%
PWAG
115
Polaris Wealth Advisory Group
California
$256K +$256K +6,393 New
TFA
116
TPG Financial Advisors
Oregon
$247K +$15K +376 +6%
F
117
F3Logic
Minnesota
$245K -$67.5K -1,697 -22%
GWMIA
118
Global Wealth Management Investment Advisory
Florida
$245K -$55.3K -1,387 -18%
VWM
119
Vigilare Wealth Management
Arizona
$245K -$7.06K -177 -3%
CBFP
120
Cedar Brook Financial Partners
Ohio
$242K +$242K +6,071 New
GIP
121
Greatmark Investment Partners
Georgia
$239K
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$237K +$3.99K +100 +2%
ATPW
123
Ashton Thomas Private Wealth
Arizona
$233K +$233K +5,832 New
PAM
124
Peak Asset Management
Colorado
$222K -$2.39K -60 -1%
ASN
125
Advisory Services Network
Georgia
$222K +$70.3K +1,767 +46%