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iShares Core Moderate Allocation ETF

220 hedge funds and large institutions have $529M invested in iShares Core Moderate Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 33 closing their positions.

Holders
220
Holders Change
-6
Holders Change %
-2.65%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
31
Increased
95
Reduced
63
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
101
Capital Investment Advisory Services
North Carolina
$504K -$131 -3 -0%
Stifel Financial
102
Stifel Financial
Missouri
$496K +$3.83K +88 +0.8%
FMN
103
Financial Management Network
California
$473K +$71.7K +1,612 +18%
CPWM
104
Cardinal Point Wealth Management
California
$461K
SBL
105
Sargent Bickham Lagudis
Colorado
$459K
CF
106
Centaurus Financial
California
$455K +$294K +6,742 +183%
MML Investors Services
107
MML Investors Services
Massachusetts
$436K -$31.5K -723 -7%
LIG
108
Lokken Investment Group
Delaware
$421K -$31.6K -725 -7%
BHWM
109
Bay Harbor Wealth Management
Maryland
$420K -$5.27K -121 -1%
AF
110
Advisornet Financial
Minnesota
$415K -$1.88K -43 -0.4%
WP
111
WealthPLAN Partners
Nebraska
$394K -$106K -2,400 -21%
MCWS
112
McKinley Carter Wealth Services
West Virginia
$392K +$187K +4,300 +92%
AWA
113
Acorn Wealth Advisors
Michigan
$389K +$128K +2,936 +49%
OAM
114
Occidental Asset Management
California
$384K -$11.8K -270 -3%
HAS
115
HBW Advisory Services
California
$382K +$382K +8,777 New
W
116
Wealthquest
Ohio
$372K +$76.3K +1,754 +26%
GWCM
117
Godshalk Welsh Capital Management
Pennsylvania
$370K +$5.44K +125 +1%
FSG
118
Financial Strategies Group
Michigan
$358K +$11.8K +271 +3%
MSFS
119
Main Street Financial Solutions
Pennsylvania
$355K -$16.9K -388 -5%
IA
120
IFP Advisors
Florida
$354K +$65.5K +1,507 +23%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$350K -$192K -4,412 -35%
CG
122
CFO4Life Group
Texas
$346K
Truist Financial
123
Truist Financial
North Carolina
$343K -$8.81M -202,474 -96%
SFG
124
Sovereign Financial Group
Connecticut
$341K +$341K +7,820 New
AWM
125
Avior Wealth Management
Nebraska
$340K +$522 +12 +0.2%