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iShares Core Moderate Allocation ETF

231 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-5
Holders Change %
-2.12%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
18
Increased
102
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$350K +$804 +18 +0.2%
AWE
127
Avidian Wealth Enterprises
Texas
$347K +$137K +3,063 +65%
AIP
128
Ahrens Investment Partners
Louisiana
$340K +$46K +1,029 +16%
NP
129
NorthRock Partners
Minnesota
$338K -$9.81K -219 -3%
BCI
130
Brinker Capital Investments
Pennsylvania
$336K -$45 -1 -0%
AAS
131
Avantax Advisory Services
Texas
$328K +$104K +2,342 +47%
FFA
132
Founders Financial Alliance
North Carolina
$322K
CWC
133
Carolinas Wealth Consulting
North Carolina
$315K +$1.74K +39 +0.6%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$307K +$2.68K +60 +0.9%
ACA
135
Anchor Capital Advisors
Massachusetts
$306K -$34.9K -780 -10%
LAS
136
Lloyd Advisory Services
Georgia
$303K +$273K +6,112 +925%
RSWM
137
Robertson Stephens Wealth Management
California
$302K
SI
138
SimpliFi Inc
California
$302K +$14.3K +319 +5%
CCFM
139
Clear Creek Financial Management
Washington
$296K +$23.3K +521 +9%
ODG
140
O'Dell Group
Ohio
$294K +$760 +17 +0.3%
AWM
141
Adams Wealth Management
Utah
$291K -$760 -17 -0.3%
SWA
142
SOA Wealth Advisors
New York
$290K +$446 +10 +0.2%
BA
143
Bluesphere Advisors
Pennsylvania
$287K -$6.53K -146 -2%
BAM
144
Belpointe Asset Management
Nevada
$279K +$26.5K +591 +10%
TPWA
145
TRUE Private Wealth Advisors
Oregon
$278K +$73K +1,635 +36%
HCM
146
Hollencrest Capital Management
California
$273K -$19.6K -437 -7%
PWAG
147
Polaris Wealth Advisory Group
California
$273K -$9.4K -210 -3%
TFA
148
TPG Financial Advisors
Oregon
$271K +$38.9K +869 +17%
GIP
149
Greatmark Investment Partners
Georgia
$268K
KWM
150
Kingsview Wealth Management
Oregon
$266K -$4.43K -99 -2%