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iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $477M invested in iShares Core Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 21 closing their positions.

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
97
Reduced
93
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FEG
101
Fund Evaluation Group
Ohio
$526K 11,651 +11,651 New
RA
102
RFG Advisory
Alabama
$521K 11,550 -963 -8%
Mariner
103
Mariner
Kansas
$508K 11,267 -2,778 -20%
MWM
104
Merriman Wealth Management
Washington
$505K 11,188 +24 +0.2%
SWP
105
Stratos Wealth Partners
Ohio
$503K 11,155 -214 -2%
Goldman Sachs
106
Goldman Sachs
New York
$487K 10,794 +10,794 New
WFL
107
Wealth Forward LLC
North Dakota
$480K 10,651 -744 -7%
MAV
108
Mason & Associates (Virginia)
Virginia
$479K 10,629 +83 +0.8%
SA
109
Sanctuary Advisors
Indiana
$475K 10,721 +10,721 New
SG
110
StoneX Group
New York
$464K 10,284 +303 +3%
NWMG
111
National Wealth Management Group
Ohio
$464K 10,277 +583 +6%
MCM
112
Mendel Capital Management
Arkansas
$453K 10,043 -17 -0.2%
Stifel Financial
113
Stifel Financial
Missouri
$446K 9,889 -1,014 -9%
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$446K 9,881 -2,837 -22%
IWC
115
Integrated Wealth Concepts
Massachusetts
$442K 9,795 +193 +2%
CTC
116
Central Trust Company
Missouri
$432K 9,586 +816 +9%
Lido Advisors
117
Lido Advisors
California
$426K 9,447 +17 +0.2%
IP
118
Investment Partners
Ohio
$421K 9,329 +73 +0.8%
PAG
119
Private Advisor Group
New Jersey
$421K 9,322 -107 -1%
SI
120
SimpliFi Inc
California
$409K 9,075 +76 +0.8%
TWP
121
Tempus Wealth Planning
California
$404K 8,957 +707 +9%
UW
122
Unique Wealth
Florida
$400K 8,877 -219 -2%
GS
123
GTS Securities
New York
$398K 8,831 +3,570 +68%
FHC
124
First Heartland Consultants
Missouri
$398K 8,816
NAS
125
Nicolet Advisory Services
Wisconsin
$387K 8,675 +109 +1%