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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $599M invested in iShares Core Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
251
Holders Change
+20
Holders Change %
+8.66%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
101
PFG Advisors
Arizona
$531K +$531K +11,668 New
GWAG
102
Garrett Wealth Advisory Group
Texas
$527K
Legacy Financial Group (Iowa)
103
Legacy Financial Group (Iowa)
Iowa
$526K -$341K -7,577 -39%
VWA
104
Visionary Wealth Advisors
Illinois
$526K +$3.68K +81 +0.7%
CC
105
Cypress Capital
Tennessee
$526K +$526K +11,561 New
IA
106
IFP Advisors
Florida
$524K +$89.9K +1,972 +21%
EIG
107
Ellenbecker Investment Group
Wisconsin
$517K +$517K +11,388 New
Citadel Advisors
108
Citadel Advisors
Florida
$516K +$516K +11,340 New
CIAS
109
Capital Investment Advisory Services
North Carolina
$505K -$4.68K -103 -0.9%
DWM
110
Darwin Wealth Management
Florida
$494K -$184K -4,154 -27%
SI
111
SimpliFi Inc
California
$494K +$187K +4,112 +61%
CWM
112
Cahaba Wealth Management
Georgia
$483K +$3.59K +79 +0.7%
SBL
113
Sargent Bickham Lagudis
Colorado
$479K
AA
114
Advisory Alpha
Michigan
$470K +$470K +10,345 New
SPC
115
Sigma Planning Corp
Michigan
$467K +$364 +8 +0.1%
AF
116
Advisornet Financial
Minnesota
$467K +$18.1K +399 +4%
MCM
117
Mendel Capital Management
Arkansas
$457K +$457K +10,055 New
HAS
118
HBW Advisory Services
California
$456K +$46.5K +1,023 +11%
LIG
119
Lokken Investment Group
Delaware
$453K
FMN
120
Financial Management Network
California
$441K -$41.2K -906 -9%
GWCM
121
Godshalk Welsh Capital Management
Pennsylvania
$421K +$25.3K +557 +6%
MCWS
122
McKinley Carter Wealth Services
West Virginia
$417K -$23.6K -518 -5%
SSC
123
Syverson Strege & Co
Iowa
$412K -$89.8K -1,974 -18%
OAM
124
Occidental Asset Management
California
$405K -$2.73K -60 -0.7%
EA
125
Efficient Advisors
Ohio
$401K -$66.1K -1,453 -14%