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iShares Core Moderate Allocation ETF

216 hedge funds and large institutions have $408M invested in iShares Core Moderate Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-9
Holders Change %
-4%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
17
Increased
75
Reduced
88
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCFM
101
Clear Creek Financial Management
Washington
$475K +$46.6K +1,154 +11%
SOS
102
Silver Oak Securities
Tennessee
$463K +$1.5K +37 +0.3%
IWC
103
Integrated Wealth Concepts
Massachusetts
$463K -$14K -347 -3%
AWM
104
Adams Wealth Management
Utah
$456K +$16.9K +418 +4%
AWM
105
Avior Wealth Management
Nebraska
$452K +$1.33K +33 +0.3%
SI
106
SimpliFi Inc
California
$447K +$94.2K +2,330 +27%
SWP
107
Stratos Wealth Partners
Ohio
$424K -$5.86K -145 -1%
HWM
108
Heirloom Wealth Management
Colorado
$416K -$59.2K -1,465 -12%
FAAM
109
First Ascent Asset Management
Colorado
$416K +$71K +1,756 +21%
ACS
110
Archford Capital Strategies
Illinois
$416K +$6.79K +167 +2%
SSC
111
Syverson Strege & Co
Iowa
$414K -$2.14K -53 -0.5%
GCM
112
Gallacher Capital Management
Colorado
$411K -$60.1K -1,488 -13%
LIG
113
Lokken Investment Group
Delaware
$410K
CI
114
CX Institutional
Indiana
$403K -$67.6K -1,673 -14%
MCM
115
Mendel Capital Management
Arkansas
$400K
CIAS
116
Capital Investment Advisory Services
North Carolina
$398K -$34.3K -849 -8%
CF
117
Centaurus Financial
California
$382K -$38.2K -943 -9%
VWA
118
Visionary Wealth Advisors
Illinois
$376K -$67.6K -1,674 -15%
CFGSD
119
Compass Financial Group (South Dakota)
South Dakota
$375K -$48.2K -1,192 -11%
FHC
120
First Heartland Consultants
Missouri
$364K
UW
121
Unique Wealth
Florida
$363K +$23.2K +575 +7%
AT
122
Arden Trust
Delaware
$351K
AAP
123
Arax Advisory Partners
Colorado
$340K +$18K +445 +6%
TGAM
124
TBH Global Asset Management
Tennessee
$328K +$328K +8,110 New
CG
125
CFO4Life Group
Texas
$321K