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iShares Core Moderate Allocation ETF

235 hedge funds and large institutions have $444M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 25 closing their positions.

Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
87
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$491K 11,419 +11,419 New
WFL
102
Wealth Forward LLC
North Dakota
$490K 11,395 -620 -5%
SWP
103
Stratos Wealth Partners
Ohio
$489K 11,369 +194 +2%
MWM
104
Merriman Wealth Management
Washington
$480K 11,164 -229 -2%
Stifel Financial
105
Stifel Financial
Missouri
$469K 10,903 -150 -1%
MAV
106
Mason & Associates (Virginia)
Virginia
$454K 10,546 +10,546 New
MCM
107
Mendel Capital Management
Arkansas
$433K 10,060 +53 +0.5%
BPA
108
Beacon Pointe Advisors
California
$430K 9,992 -1 -0%
SG
109
StoneX Group
New York
$429K 9,981 -1,156 -10%
US Bancorp
110
US Bancorp
Minnesota
$419K 9,750 -906 -9%
NWMG
111
National Wealth Management Group
Ohio
$417K 9,694 -4,791 -33%
IWC
112
Integrated Wealth Concepts
Massachusetts
$413K 9,602 -738 -7%
SPIA
113
Steward Partners Investment Advisory
New York
$410K 9,532
Lido Advisors
114
Lido Advisors
California
$406K 9,430 +29 +0.3%
PAG
115
Private Advisor Group
New Jersey
$406K 9,429 +44 +0.5%
IP
116
Investment Partners
Ohio
$398K 9,256 +48 +0.5%
IWM
117
IHT Wealth Management
Illinois
$392K 9,103 +1 +0%
UW
118
Unique Wealth
Florida
$391K 9,096 +97 +1%
SI
119
SimpliFi Inc
California
$387K 8,999 -2,653 -23%
VWA
120
Visionary Wealth Advisors
Illinois
$386K 8,976 +445 +5%
CTC
121
Central Trust Company
Missouri
$377K 8,770 -654 -7%
ACS
122
Archford Capital Strategies
Illinois
$375K 8,726 -670 -7%
UCFA
123
United Capital Financial Advisors
Texas
$374K 8,685 +967 +13%
NAS
124
Nicolet Advisory Services
Wisconsin
$371K 8,566 +264 +3%
HWM
125
Heirloom Wealth Management
Colorado
$360K 8,381 -1,546 -16%