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iShares Core Moderate Allocation ETF

256 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+23
Holders Change %
+9.87%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
45
Increased
119
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
101
Centaurus Financial
California
$516K -$33.1K -761 -6%
MAV
102
Mason & Associates (Virginia)
Virginia
$515K +$53.6K +1,235 +12%
HWM
103
Heirloom Wealth Management
Colorado
$515K +$170K +3,910 +49%
RA
104
RFG Advisory
Alabama
$506K +$4.43K +102 +0.9%
MWM
105
Mosley Wealth Management
California
$505K -$34K -773 -6%
FPCP
106
Fort Point Capital Partners
California
$493K +$493K +11,351 New
SWP
107
Stratos Wealth Partners
Ohio
$490K +$5.43K +125 +1%
Mariner
108
Mariner
Kansas
$487K -$2.35K -54 -0.5%
BFS
109
BridgePort Financial Solutions
Iowa
$485K +$485K +10,949 New
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$468K -$1.1M -25,226 -70%
IWC
111
Integrated Wealth Concepts
Massachusetts
$467K +$41.4K +954 +10%
OPS
112
Orion Portfolio Solutions
Nebraska
$462K +$462K +10,630 New
BCI
113
Brinker Capital Investments
Pennsylvania
$462K +$462K +10,630 New
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$456K +$175K +4,038 +62%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$448K +$202K +4,646 +82%
MCM
116
Mendel Capital Management
Arkansas
$437K +$999 +23 +0.2%
MWM
117
Merriman Wealth Management
Washington
$429K -$56.7K -1,305 -12%
SG
118
StoneX Group
New York
$426K -$20.6K -474 -5%
JWCA
119
J.W. Cole Advisors
Florida
$419K -$148K -3,396 -26%
AI
120
Atria Investments
North Carolina
$413K +$202K +4,651 +96%
IP
121
Investment Partners
Ohio
$413K +$7.3K +168 +2%
UCFA
122
United Capital Financial Advisors
Texas
$411K +$44.9K +1,034 +12%
Lido Advisors
123
Lido Advisors
California
$410K
GIA
124
Gladstone Institutional Advisory
Florida
$410K +$410K +9,447 New
TWP
125
Tempus Wealth Planning
California
$393K +$3.78K +87 +1%