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iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $426M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 98 reducing their positions, and 37 closing their positions.

Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
78
Reduced
98
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$478K +$8.21K +192 +2%
SG
102
StoneX Group
New York
$476K +$476K +11,137 New
Stifel Financial
103
Stifel Financial
Missouri
$473K -$621K -14,517 -57%
VFP
104
Verus Financial Partners
Virginia
$461K -$237K -5,534 -34%
US Bancorp
105
US Bancorp
Minnesota
$456K
AWA
106
Archvest Wealth Advisors
California
$446K +$596 +14 +0.1%
PCG
107
Prosperity Consulting Group
Maryland
$443K +$163K +3,808 +58%
IWC
108
Integrated Wealth Concepts
Massachusetts
$442K +$60.2K +1,407 +16%
MCM
109
Mendel Capital Management
Arkansas
$428K +$4.58K +107 +1%
BPA
110
Beacon Pointe Advisors
California
$428K -$45.4K -1,062 -10%
HWM
111
Heirloom Wealth Management
Colorado
$425K -$27.6K -646 -6%
SPIA
112
Steward Partners Investment Advisory
New York
$408K +$1.88K +44 +0.5%
CTC
113
Central Trust Company
Missouri
$403K +$206K +4,809 +104%
Lido Advisors
114
Lido Advisors
California
$402K +$3.64K +85 +0.9%
ACS
115
Archford Capital Strategies
Illinois
$402K -$3.17K -74 -0.8%
PAG
116
Private Advisor Group
New Jersey
$401K -$258K -6,039 -39%
IP
117
Investment Partners
Ohio
$394K +$15.2K +355 +4%
IWM
118
IHT Wealth Management
Illinois
$389K -$26.7K -623 -6%
UW
119
Unique Wealth
Florida
$385K
FHC
120
First Heartland Consultants
Missouri
$377K -$4.28K -100 -1%
AT
121
American Trust
Kentucky
$376K +$20.5K +480 +6%
VWA
122
Visionary Wealth Advisors
Illinois
$365K -$59K -1,380 -14%
S
123
Syntrinsic
Colorado
$363K -$8.52K -208 -2%
RA
124
RFG Advisory
Alabama
$362K -$27.5K -643 -7%
CIAS
125
Capital Investment Advisory Services
North Carolina
$357K -$41.4K -967 -10%