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iShares Core Moderate Allocation ETF

221 hedge funds and large institutions have $403M invested in iShares Core Moderate Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
24
Increased
78
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
126
Silver Oak Securities
Tennessee
$302K +$302K +7,762 New
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$300K -$983K -26,881 -77%
CG
128
CFO4Life Group
Texas
$291K
LNC
129
Lincoln National Corp
Pennsylvania
$290K -$14.5K -397 -5%
DWM
130
Darwin Wealth Management
Florida
$284K -$37.5K -1,026 -12%
FHA
131
Flagship Harbor Advisors
Massachusetts
$281K +$41K +1,119 +17%
AWA
132
Acorn Wealth Advisors
Michigan
$280K -$41.2K -1,124 -13%
SSC
133
Syverson Strege & Co
Iowa
$280K +$5.71K +156 +2%
AWM
134
Axxcess Wealth Management
California
$277K +$73 +2 +0%
Renaissance Technologies
135
Renaissance Technologies
New York
$266K -$317K -8,641 -54%
NP
136
NorthRock Partners
Minnesota
$263K
AT
137
American Trust
Kentucky
$260K -$1.09M -29,871 -81%
AF
138
Advisornet Financial
Minnesota
$256K -$112K -3,055 -30%
MFS
139
Madrona Financial Services
Washington
$256K +$146 +4 +0.1%
ACA
140
Anchor Capital Advisors
Massachusetts
$250K
FFA
141
Founders Financial Alliance
North Carolina
$250K
RA
142
RFG Advisory
Alabama
$250K +$250K +6,700 New
SWA
143
SOA Wealth Advisors
New York
$248K -$15.4K -420 -6%
WWM
144
Western Wealth Management
Colorado
$247K +$44.1K +1,206 +22%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$246K +$45.1K +1,231 +22%
ODG
146
O'Dell Group
Ohio
$242K +$1.06K +29 +0.4%
TFA
147
TPG Financial Advisors
Oregon
$237K +$7.4K +202 +3%
WIM
148
WealthPlan Investment Management
Nebraska
$229K +$229K +5,833 New
FAAM
149
First Ascent Asset Management
Colorado
$224K +$13.1K +359 +6%
KWM
150
Kingsview Wealth Management
Oregon
$223K -$5.23K -143 -2%