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iShares Core Moderate Allocation ETF

188 hedge funds and large institutions have $413M invested in iShares Core Moderate Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
25
Increased
66
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
126
International Assets Investment Management
Florida
$223K +$410 +10 +0.2%
HPC
127
Hobart Private Capital
North Carolina
$218K +$218K +5,312 New
SFWA
128
Summit Financial Wealth Advisors
Louisiana
$213K +$213K +5,233 New
BAM
129
Belpointe Asset Management
Nevada
$210K +$32K +780 +18%
OIA
130
OneDigital Investment Advisors
Kansas
$205K +$205K +5,000 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$204K -$1.22M -29,770 -86%
JAWM
132
J. Arnold Wealth Management
Ohio
$191K -$23.5K -572 -11%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$172K +$172K +4,187 New
CF
134
Centaurus Financial
California
$165K +$54K +1,313 +49%
TFS
135
TrustCore Financial Services
Tennessee
$152K
BBA
136
Braun-Bostich & Associates
Pennsylvania
$150K -$21.5K -523 -13%
OIA
137
Optimum Investment Advisors
Illinois
$149K +$46.9K +1,142 +46%
LFG
138
LifePlan Financial Group
Ohio
$139K +$4.3K +105 +3%
APWA
139
Atlas Private Wealth Advisors
New Jersey
$131K -$6.42K -157 -5%
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$123K
RFWA
141
RPg Family Wealth Advisory
Massachusetts
$118K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$101K
PCFFS
143
Pacific Center for Financial Services
California
$94K +$411 +10 +0.4%
SFS
144
Sowell Financial Services
Arkansas
$88K +$205 +5 +0.2%
APA
145
American Portfolios Advisors
New York
$83.7K -$526K -12,804 -86%
JFA
146
JNBA Financial Advisors
Minnesota
$83K -$5.11K -125 -6%
PFA
147
Professional Financial Advisors
Nebraska
$78K +$78K +1,918 New
PCWA
148
Pacific Capital Wealth Advisors
California
$76K +$76K +1,850 New
PA
149
Parallel Advisors
California
$75K
CCM
150
Cribstone Capital Management
Maine
$68K +$9.99K +242 +17%