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iShares Core Moderate Allocation ETF

231 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
231
Holders Change
-5
Holders Change %
-2.12%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
18
Increased
102
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMN
101
Financial Management Network
California
$473K +$4.68K +105 +1%
SBL
102
Sargent Bickham Lagudis
Colorado
$471K
CWM
103
Cahaba Wealth Management
Georgia
$471K +$271K +6,078 +136%
WAS
104
Wealth Advisory Solutions
Indiana
$464K -$26.3K -587 -5%
EA
105
Efficient Advisors
Ohio
$459K -$80.3K -1,795 -15%
SPC
106
Sigma Planning Corp
Michigan
$459K -$77.4K -1,728 -14%
LIG
107
Lokken Investment Group
Delaware
$445K +$11.8K +265 +3%
AF
108
Advisornet Financial
Minnesota
$442K +$11.5K +256 +3%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$433K +$23.5K +526 +6%
IA
110
IFP Advisors
Florida
$427K -$322K -7,185 -43%
WP
111
WealthPLAN Partners
Nebraska
$413K
Stifel Financial
112
Stifel Financial
Missouri
$408K -$172K -3,850 -30%
MIC
113
Means Investment Company
Maine
$406K -$24.6K -550 -6%
AWA
114
Acorn Wealth Advisors
Michigan
$406K +$10.8K +241 +3%
Truist Financial
115
Truist Financial
North Carolina
$404K +$30.8K +688 +8%
HAS
116
HBW Advisory Services
California
$403K +$627 +14 +0.2%
OAM
117
Occidental Asset Management
California
$401K -$13.4K -300 -3%
GWCM
118
Godshalk Welsh Capital Management
Pennsylvania
$389K +$4.47K +100 +1%
BHWM
119
Bay Harbor Wealth Management
Maryland
$386K -$1.97K -44 -0.5%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$370K +$2.49K +55 +0.7%
FSG
121
Financial Strategies Group
Michigan
$368K +$14.9K +333 +4%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$367K +$7.92K +177 +2%
W
123
Wealthquest
Ohio
$355K -$12.5K -279 -3%
CG
124
CFO4Life Group
Texas
$355K
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$353K -$371K