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iShares Core Moderate Allocation ETF

220 hedge funds and large institutions have $529M invested in iShares Core Moderate Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-6
Holders Change %
-2.65%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
31
Increased
95
Reduced
63
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NP
126
NorthRock Partners
Minnesota
$338K -$137K -3,140 -29%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$336K -$332K
ACA
128
Anchor Capital Advisors
Massachusetts
$332K
AFP
129
Ausdal Financial Partners
Iowa
$331K +$57.6K +1,322 +21%
LGA
130
Lebenthal Global Advisors
New York
$317K +$27.8K +640 +10%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$305K +$305K +7,000 New
CWC
132
Carolinas Wealth Consulting
North Carolina
$304K -$7.23K -166 -2%
FFA
133
Founders Financial Alliance
North Carolina
$302K +$2.87K +65 +1%
PWAG
134
Polaris Wealth Advisory Group
California
$300K +$88 +2 +0%
RSWM
135
Robertson Stephens Wealth Management
California
$293K -$791K -18,217 -73%
SWA
136
SOA Wealth Advisors
New York
$292K -$18K -414 -6%
AIP
137
Ahrens Investment Partners
Louisiana
$292K +$15.2K +349 +5%
BA
138
Bluesphere Advisors
Pennsylvania
$287K -$8.55K -196 -3%
ODG
139
O'Dell Group
Ohio
$285K -$14.1K -324 -5%
CBFP
140
Cedar Brook Financial Partners
Ohio
$272K +$43.2K +991 +19%
VWM
141
Vigilare Wealth Management
Arizona
$271K +$12K +275 +5%
MPPLM
142
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$271K +$21.6K +588 +9%
AWM
143
Adams Wealth Management
Utah
$264K -$4.4K -101 -2%
GIP
144
Greatmark Investment Partners
Georgia
$261K
BAM
145
Belpointe Asset Management
Nevada
$254K +$45.9K +1,051 +22%
KWM
146
Kingsview Wealth Management
Oregon
$243K -$115K -2,629 -32%
TFA
147
TPG Financial Advisors
Oregon
$240K -$37.5K -863 -14%
CSIA
148
Charles Schwab Investment Advisory
California
$238K +$238K +5,455 New
MWC
149
MKD Wealth Coaches
Michigan
$236K -$14.3K -329 -6%
FIG
150
FundX Investment Group
California
$231K -$238K -5,453 -51%