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iShares Core Moderate Allocation ETF

248 hedge funds and large institutions have $686M invested in iShares Core Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+27
Holders Change %
+12.22%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
53
Increased
85
Reduced
86
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
126
Centaurus Financial
California
$395K +$2.77K +73 +0.7%
SPC
127
Sigma Planning Corp
Michigan
$394K +$3.54K +93 +0.9%
AWE
128
Avidian Wealth Enterprises
Texas
$394K -$7.6K -200 -2%
VWA
129
Visionary Wealth Advisors
Illinois
$392K -$83K -2,186 -17%
CCFM
130
Clear Creek Financial Management
Washington
$382K +$45.2K +1,189 +13%
MCM
131
Mendel Capital Management
Arkansas
$382K
ACS
132
Archford Capital Strategies
Illinois
$380K -$2.62K -69 -0.7%
CC
133
Cypress Capital
Tennessee
$377K -$9.05K -238 -2%
SSC
134
Syverson Strege & Co
Iowa
$367K +$76K +2,000 +26%
RFA
135
RTD Financial Advisors
Pennsylvania
$358K -$331K -8,696 -48%
KIG
136
Kowal Investment Group
Wisconsin
$354K +$354K +9,315 New
ZIM
137
Zacks Investment Management
Illinois
$354K +$354K +9,315 New
CWA
138
Consilium Wealth Advisory
Texas
$334K -$237K -6,223 -41%
UW
139
Unique Wealth
Florida
$319K +$319K +8,392 New
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$315K +$59.9K +1,575 +23%
CG
141
CFO4Life Group
Texas
$315K +$13.5K +354 +4%
C
142
CFO4Life
Texas
$315K +$315K +8,289 New
WA
143
WestEnd Advisors
North Carolina
$309K +$128K +3,358 +71%
FAAM
144
First Ascent Asset Management
Colorado
$305K +$72K +1,895 +31%
MCWS
145
McKinley Carter Wealth Services
West Virginia
$299K -$64.9K -1,708 -18%
BHWM
146
Bay Harbor Wealth Management
Maryland
$291K -$40.8K -1,074 -12%
TFA
147
TPG Financial Advisors
Oregon
$282K +$35.9K +944 +15%
SPIA
148
Steward Partners Investment Advisory
New York
$281K -$1.2M -31,598 -81%
HWM
149
Heirloom Wealth Management
Colorado
$281K +$281K +7,382 New
OAM
150
Occidental Asset Management
California
$278K -$39.2K -1,030 -12%