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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $632M invested in iShares Core Moderate Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
Holders Change %
0%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
78
Reduced
86
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
101
IFP Advisors
Florida
$527K +$90.8K +2,391 +21%
HGERS
102
Householder Group Estate & Retirement Specialist
Arizona
$522K -$9.88K -230 -2%
RBFC
103
Roman Butler Fullerton & Co
Missouri
$510K -$25.8K -600 -5%
VWA
104
Visionary Wealth Advisors
Illinois
$507K +$10.3K +240 +2%
GWAG
105
Garrett Wealth Advisory Group
Texas
$498K
CC
106
Cypress Capital
Tennessee
$485K -$12.2K -285 -2%
CIAS
107
Capital Investment Advisory Services
North Carolina
$476K -$945 -22 -0.2%
SI
108
SimpliFi Inc
California
$467K -$258 -6 -0.1%
ACS
109
Archford Capital Strategies
Illinois
$460K -$75.8K -1,778 -14%
SBL
110
Sargent Bickham Lagudis
Colorado
$452K
AF
111
Advisornet Financial
Minnesota
$443K +$1.98K +46 +0.4%
AAP
112
Arax Advisory Partners
Colorado
$438K -$72.2K -1,679 -14%
DWM
113
Darwin Wealth Management
Florida
$437K -$42.9K -998 -9%
MCM
114
Mendel Capital Management
Arkansas
$432K
CWM
115
Cahaba Wealth Management
Georgia
$431K +$1.09K +27 +0.3%
GWCM
116
Godshalk Welsh Capital Management
Pennsylvania
$428K +$30.1K +700 +8%
LAS
117
Lloyd Advisory Services
Georgia
$425K +$364K +8,481 +597%
MCWS
118
McKinley Carter Wealth Services
West Virginia
$424K +$30.7K +714 +8%
SPC
119
Sigma Planning Corp
Michigan
$423K -$18.2K -423 -4%
AA
120
Advisory Alpha
Michigan
$420K -$24.2K -564 -5%
AWE
121
Avidian Wealth Enterprises
Texas
$418K +$73K +1,700 +21%
HAS
122
HBW Advisory Services
California
$411K -$19.6K -456 -5%
WP
123
WealthPLAN Partners
Nebraska
$411K +$43.7K +1,079 +12%
WIM
124
WealthPlan Investment Management
Nebraska
$411K +$411K +10,141 New
BAM
125
Belpointe Asset Management
Nevada
$407K +$134K +3,108 +49%