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iShares Core Moderate Allocation ETF

175 hedge funds and large institutions have $397M invested in iShares Core Moderate Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-16
Holders Change %
-8.38%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
14
Increased
57
Reduced
71
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
126
Advisory Services Network
Georgia
$140K +$10.2K +279 +8%
IA
127
IFP Advisors
Florida
$139K +$9.93K +266 +8%
JAWM
128
J. Arnold Wealth Management
Ohio
$138K -$1.97M -53,794 -93%
LFG
129
LifePlan Financial Group
Ohio
$121K -$35.5K -967 -23%
S
130
SignatureFD
Georgia
$116K +$1.46K +40 +1%
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K +$14.7K +400 +15%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$101K
AF
133
Advisornet Financial
Minnesota
$98K +$1.83K +50 +2%
CAAS
134
Capital Asset Advisory Services
Michigan
$94K -$106K -2,813 -53%
CIAS
135
Capital Investment Advisory Services
North Carolina
$87K -$183 -5 -0.2%
FHA
136
Flagship Harbor Advisors
Massachusetts
$84K -$184K -5,000 -69%
PCFFS
137
Pacific Center for Financial Services
California
$83K +$28.5K +779 +52%
SFS
138
Sowell Financial Services
Arkansas
$78K -$5.94K -161 -7%
AIC
139
Ameritas Investment Company
Nebraska
$73K
OIA
140
Optimum Investment Advisors
Illinois
$71K
WP
141
WealthShield Partners
North Carolina
$59K
CCM
142
Cribstone Capital Management
Maine
$59K +$1.9K +52 +3%
FWM
143
FSA Wealth Management
Massachusetts
$56K +$184 +5 +0.3%
HNB
144
Huntington National Bank
Ohio
$54K
SWM
145
Sugarloaf Wealth Management
Georgia
$53K
TFGT
146
TS Financial Group (TSFG)
Illinois
$51K
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$48K
CS
148
Capital Square
Tennessee
$46K +$46K +1,253 New
JWA
149
JFS Wealth Advisors
Pennsylvania
$45K
CFGS
150
Concourse Financial Group Securities
Alabama
$41K +$21.5K +580 +111%