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iShares Core Moderate Allocation ETF

225 hedge funds and large institutions have $443M invested in iShares Core Moderate Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 41 closing their positions.

Holders
225
Holders Change
-23
Holders Change %
-9.27%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
26
Increased
68
Reduced
97
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
101
Archvest Wealth Advisors
California
$469K -$837 -21 -0.2%
HWM
102
Heirloom Wealth Management
Colorado
$469K +$175K +4,385 +59%
CI
103
CX Institutional
Indiana
$466K -$22K -550 -5%
GCM
104
Gallacher Capital Management
Colorado
$465K -$60K -1,505 -11%
AWE
105
Avidian Wealth Enterprises
Texas
$458K +$45.5K +1,142 +11%
SOS
106
Silver Oak Securities
Tennessee
$455K +$455K +11,411 New
AWM
107
Avior Wealth Management
Nebraska
$445K -$40.5K -1,016 -8%
VWA
108
Visionary Wealth Advisors
Illinois
$438K +$26.4K +662 +6%
AWM
109
Adams Wealth Management
Utah
$434K -$1.71K -43 -0.4%
CIAS
110
Capital Investment Advisory Services
North Carolina
$426K
SWP
111
Stratos Wealth Partners
Ohio
$424K -$5.9K -148 -1%
CCFM
112
Clear Creek Financial Management
Washington
$423K +$21.6K +542 +5%
CFGSD
113
Compass Financial Group (South Dakota)
South Dakota
$418K -$79.5K -1,995 -16%
SPC
114
Sigma Planning Corp
Michigan
$416K +$2.43K +61 +0.6%
CF
115
Centaurus Financial
California
$414K -$598 -15 -0.1%
SSC
116
Syverson Strege & Co
Iowa
$410K +$25.5K +640 +7%
LIG
117
Lokken Investment Group
Delaware
$404K -$22.7K -569 -5%
ACS
118
Archford Capital Strategies
Illinois
$401K +$2.47K +62 +0.6%
MCM
119
Mendel Capital Management
Arkansas
$395K -$6.18K -155 -2%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$376K -$420K -10,546 -53%
RFA
121
RTD Financial Advisors
Pennsylvania
$374K -$638 -16 -0.2%
FHC
122
First Heartland Consultants
Missouri
$359K -$174K -4,371 -33%
CWA
123
Consilium Wealth Advisory
Texas
$350K
PA
124
PFG Advisors
Arizona
$348K -$233K -5,848 -40%
SI
125
SimpliFi Inc
California
$348K +$74.3K +1,863 +27%