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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $599M invested in iShares Core Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+20
Holders Change %
+8.66%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
126
Vigilare Wealth Management
Arizona
$400K -$96.6K -2,125 -19%
WP
127
WealthPLAN Partners
Nebraska
$400K
AWA
128
Acorn Wealth Advisors
Michigan
$399K -$13.3K -293 -3%
WGCA
129
Wolf Group Capital Advisors
Virginia
$397K +$397K +8,727 New
AAS
130
Avantax Advisory Services
Texas
$392K +$56.4K +1,240 +17%
CAG
131
Compass Advisory Group
New York
$382K -$512K -11,261 -57%
BHWM
132
Bay Harbor Wealth Management
Maryland
$380K +$1.67K +38 +0.4%
UCFA
133
United Capital Financial Advisors
Texas
$376K -$257K -5,645 -41%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$371K -$353K
AWE
135
Avidian Wealth Enterprises
Texas
$366K +$12.7K +278 +4%
CG
136
CFO4Life Group
Texas
$361K
NP
137
NorthRock Partners
Minnesota
$353K +$10.1K +222 +3%
FHA
138
Flagship Harbor Advisors
Massachusetts
$351K +$144K +3,166 +70%
MIC
139
Means Investment Company
Maine
$349K -$64.2K -1,411 -16%
AIP
140
Ahrens Investment Partners
Louisiana
$346K +$682 +15 +0.2%
ARC
141
Advisor Resource Council
Texas
$344K -$324K -7,141 -49%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$337K -$36.2K -793 -10%
CWC
143
Carolinas Wealth Consulting
North Carolina
$337K +$16.9K +373 +5%
CCFM
144
Clear Creek Financial Management
Washington
$335K +$33.9K +747 +11%
ATPW
145
Ashton Thomas Private Wealth
Arizona
$312K
FFA
146
Founders Financial Alliance
North Carolina
$311K -$15.9K -350 -5%
ACA
147
Anchor Capital Advisors
Massachusetts
$311K
RSWM
148
Robertson Stephens Wealth Management
California
$306K
TFA
149
TPG Financial Advisors
Oregon
$304K +$28.5K +626 +10%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$302K -$70.7K -1,556 -19%