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iShares Core Moderate Allocation ETF

248 hedge funds and large institutions have $686M invested in iShares Core Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+27
Holders Change %
+12.22%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
53
Increased
85
Reduced
86
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$571K -$331K -8,707 -37%
IA
102
IFP Advisors
Florida
$567K -$27.2K -714 -5%
PA
103
PFG Advisors
Arizona
$554K +$14.1K +370 +3%
FFG
104
Fullen Financial Group
Ohio
$549K +$17.5K +439 +3%
FHC
105
First Heartland Consultants
Missouri
$509K -$10.5K -275 -2%
D
106
Dentgroup
Louisiana
$506K
GCM
107
Gallacher Capital Management
Colorado
$500K +$500K +13,167 New
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$496K +$272K +7,151 +121%
PCMC
109
Private Capital Management (Colorado)
Colorado
$496K -$70.6K -1,858 -12%
MWM
110
Merriman Wealth Management
Washington
$496K +$177K +4,668 +56%
CFGSD
111
Compass Financial Group (South Dakota)
South Dakota
$474K +$474K +12,470 New
DC
112
Davenport & Co
Virginia
$466K -$26.4K -694 -5%
EIG
113
Ellenbecker Investment Group
Wisconsin
$465K -$140K -3,690 -23%
AA
114
Advisory Alpha
Michigan
$465K
CI
115
CX Institutional
Indiana
$464K -$64.5K -1,696 -12%
AWM
116
Avior Wealth Management
Nebraska
$463K -$1.33K -35 -0.3%
BPA
117
Beacon Pointe Advisors
California
$457K -$5.82K -153 -1%
AWA
118
Archvest Wealth Advisors
California
$448K -$10.9K -286 -2%
ACG
119
Allen Capital Group
Nebraska
$448K +$448K +11,795 New
IWC
120
Integrated Wealth Concepts
Massachusetts
$443K -$10.3K -271 -2%
AWM
121
Adams Wealth Management
Utah
$415K +$49K +1,289 +13%
SWP
122
Stratos Wealth Partners
Ohio
$410K +$114 +3 +0%
LIG
123
Lokken Investment Group
Delaware
$407K +$68K +1,790 +20%
CIAS
124
Capital Investment Advisory Services
North Carolina
$407K +$30.4K +799 +8%
SBL
125
Sargent Bickham Lagudis
Colorado
$400K