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iShares Core Moderate Allocation ETF

179 hedge funds and large institutions have $392M invested in iShares Core Moderate Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.68%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
21
Increased
72
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$221K
IA
127
IFP Advisors
Florida
$219K +$71.1K +1,789 +48%
IAIM
128
International Assets Investment Management
Florida
$217K +$217K +5,432 New
JAWM
129
J. Arnold Wealth Management
Ohio
$208K +$58.2K +1,460 +39%
FIA
130
Foundations Investment Advisors
Arizona
$205K +$205K +5,140 New
BAM
131
Belpointe Asset Management
Nevada
$173K +$8.65K +217 +5%
BBA
132
Braun-Bostich & Associates
Pennsylvania
$166K +$11.4K +286 +7%
FHA
133
Flagship Harbor Advisors
Massachusetts
$162K +$71.5K +1,800 +79%
TFS
134
TrustCore Financial Services
Tennessee
$148K -$104K -2,605 -41%
CFD
135
Creative Financial Designs
Indiana
$141K +$134K +3,361 +1,837%
APWA
136
Atlas Private Wealth Advisors
New Jersey
$134K +$134K +3,359 New
LFG
137
LifePlan Financial Group
Ohio
$131K
S
138
SignatureFD
Georgia
$125K -$1.6K -40 -1%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K
RFWA
140
RPg Family Wealth Advisory
Massachusetts
$115K -$38.8K -973 -25%
CF
141
Centaurus Financial
California
$108K -$47.1K -1,178 -30%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$101K
OIA
143
Optimum Investment Advisors
Illinois
$99K +$21.5K +539 +28%
CIAS
144
Capital Investment Advisory Services
North Carolina
$95K
PCFFS
145
Pacific Center for Financial Services
California
$91K +$320 +8 +0.4%
JFA
146
JNBA Financial Advisors
Minnesota
$86K +$49.1K +1,232 +133%
SFS
147
Sowell Financial Services
Arkansas
$85K +$875 +22 +1%
CAAS
148
Capital Asset Advisory Services
Michigan
$80K -$22.7K -551 -22%
PA
149
Parallel Advisors
California
$72K +$62.2K +1,570 +633%
TF
150
TimeScale Financial
Massachusetts
$67K +$36.8K +926 +122%