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iShares Core Moderate Allocation ETF

252 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 21 closing their positions.

Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
47
Increased
97
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$531K +$78K +1,887 +17%
WFL
102
Wealth Forward LLC
North Dakota
$520K +$520K +12,527 New
FEG
103
Financial Enhancement Group
Indiana
$513K +$513K +12,551 New
WIA
104
World Investment Advisors
California
$507K +$83 +2 +0%
NWM
105
Northwest Wealth Management
Iowa
$500K +$664 +16 +0.1%
WA
106
WestEnd Advisors
North Carolina
$491K +$451K +10,871 +1,132%
RFA
107
RTD Financial Advisors
Pennsylvania
$490K -$119K -2,865 -20%
MWM
108
Merriman Wealth Management
Washington
$473K -$65.3K -1,572 -12%
FAAM
109
First Ascent Asset Management
Colorado
$468K +$6.6K +159 +1%
BPA
110
Beacon Pointe Advisors
California
$459K -$26.1K -629 -5%
SWP
111
Stratos Wealth Partners
Ohio
$456K +$12.5K +302 +3%
US Bancorp
112
US Bancorp
Minnesota
$442K +$442K +10,656 New
HWM
113
Heirloom Wealth Management
Colorado
$439K +$46.3K +1,116 +12%
AWA
114
Archvest Wealth Advisors
California
$434K -$17.3K -416 -4%
SSC
115
Syverson Strege & Co
Iowa
$430K +$2.53K +61 +0.6%
SI
116
SimpliFi Inc
California
$426K
VWA
117
Visionary Wealth Advisors
Illinois
$411K +$7.31K +176 +2%
MCM
118
Mendel Capital Management
Arkansas
$411K
IWM
119
IHT Wealth Management
Illinois
$404K +$404K +9,725 New
LIG
120
Lokken Investment Group
Delaware
$402K -$39.2K -945 -9%
SPIA
121
Steward Partners Investment Advisory
New York
$394K
ACS
122
Archford Capital Strategies
Illinois
$393K -$50K -1,204 -11%
GCM
123
Gallacher Capital Management
Colorado
$393K -$50.4K -1,215 -11%
NA
124
NewEdge Advisors
Louisiana
$392K +$392K +9,491 New
Lido Advisors
125
Lido Advisors
California
$387K -$996 -24 -0.3%