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iShares Core Moderate Allocation ETF

221 hedge funds and large institutions have $403M invested in iShares Core Moderate Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 29 closing their positions.

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
24
Increased
78
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
101
SimpliFi Inc
California
$414K +$2.19K +60 +0.5%
Citadel Advisors
102
Citadel Advisors
Florida
$409K -$712K -19,439 -64%
ASN
103
Advisory Services Network
Georgia
$397K +$397K +10,853 New
SWP
104
Stratos Wealth Partners
Ohio
$395K -$141K -3,839 -26%
AWE
105
Avidian Wealth Enterprises
Texas
$387K +$34.6K +945 +10%
SBL
106
Sargent Bickham Lagudis
Colorado
$386K
AAP
107
Arax Advisory Partners
Colorado
$382K -$4.35K -119 -1%
CF
108
Centaurus Financial
California
$378K +$175K +4,780 +86%
SPC
109
Sigma Planning Corp
Michigan
$376K +$15.9K +435 +4%
TWP
110
Tempus Wealth Planning
California
$375K +$375K +10,238 New
CC
111
Cypress Capital
Tennessee
$372K -$55.5K -1,516 -13%
ACS
112
Archford Capital Strategies
Illinois
$369K -$14K -383 -4%
MCM
113
Mendel Capital Management
Arkansas
$368K
CIAS
114
Capital Investment Advisory Services
North Carolina
$362K +$366 +10 +0.1%
HGERS
115
Householder Group Estate & Retirement Specialist
Arizona
$359K -$86.2K -2,355 -19%
OCM
116
One Capital Management
California
$357K +$157K +4,288 +78%
NA
117
NewEdge Advisors
Louisiana
$353K -$171K -4,675 -33%
AWM
118
Adams Wealth Management
Utah
$353K +$122K +3,315 +52%
MCWS
119
McKinley Carter Wealth Services
West Virginia
$351K -$18.1K -493 -5%
LIG
120
Lokken Investment Group
Delaware
$327K +$11.4K +310 +4%
CCFM
121
Clear Creek Financial Management
Washington
$325K -$12.4K -338 -4%
Truist Financial
122
Truist Financial
North Carolina
$324K +$6K +164 +2%
BHWM
123
Bay Harbor Wealth Management
Maryland
$320K
OAM
124
Occidental Asset Management
California
$306K -$10.4K -283 -3%
MWM
125
Merriman Wealth Management
Washington
$306K +$306K +8,372 New