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iShares Core Moderate Allocation ETF

228 hedge funds and large institutions have $453M invested in iShares Core Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
-23
Holders Change %
-9.16%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
80
Reduced
91
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFG
101
Fullen Financial Group
Ohio
$497K +$12K +307 +2%
CI
102
CX Institutional
Indiana
$489K -$32K -820 -6%
AWA
103
Archvest Wealth Advisors
California
$489K -$3.86K -99 -0.8%
SG
104
StoneX Group
New York
$479K -$112K -2,878 -19%
HGERS
105
Householder Group Estate & Retirement Specialist
Arizona
$474K +$312 +8 +0.1%
VWA
106
Visionary Wealth Advisors
Illinois
$469K +$8.81K +226 +2%
CC
107
Cypress Capital
Tennessee
$455K +$15.6K +400 +4%
RBFC
108
Roman Butler Fullerton & Co
Missouri
$439K -$23.3K -599 -5%
SI
109
SimpliFi Inc
California
$439K +$15.4K +395 +4%
AAP
110
Arax Advisory Partners
Colorado
$412K +$14.9K +381 +4%
GWCM
111
Godshalk Welsh Capital Management
Pennsylvania
$412K +$23.5K +603 +6%
SBL
112
Sargent Bickham Lagudis
Colorado
$410K
ACS
113
Archford Capital Strategies
Illinois
$407K -$13.3K -342 -3%
MCM
114
Mendel Capital Management
Arkansas
$392K
MCWS
115
McKinley Carter Wealth Services
West Virginia
$392K +$7.74K +199 +2%
AF
116
Advisornet Financial
Minnesota
$391K -$10.5K -271 -3%
CIAS
117
Capital Investment Advisory Services
North Carolina
$385K -$46.7K -1,199 -11%
SPC
118
Sigma Planning Corp
Michigan
$383K +$78 +2 +0%
AWE
119
Avidian Wealth Enterprises
Texas
$375K -$4.8K -123 -1%
CCFM
120
Clear Creek Financial Management
Washington
$359K +$70.6K +1,811 +24%
MF
121
Manchester Financial
California
$355K
DWM
122
Darwin Wealth Management
Florida
$353K -$55.2K -1,376 -14%
AWA
123
Acorn Wealth Advisors
Michigan
$342K +$273 +7 +0.1%
BHWM
124
Bay Harbor Wealth Management
Maryland
$341K +$2.11K +54 +0.6%
WA
125
WestEnd Advisors
North Carolina
$338K +$338K +8,687 New