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iShares Core Moderate Allocation ETF

235 hedge funds and large institutions have $444M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
87
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
126
Capital Investment Advisory Services
North Carolina
$358K -$1.25K -29 -0.3%
TWP
127
Tempus Wealth Planning
California
$355K +$355K +8,250 New
S
128
Syntrinsic
Colorado
$354K -$10.3K -251 -3%
MCWS
129
McKinley Carter Wealth Services
West Virginia
$353K +$344 +8 +0.1%
TC
130
TownSquare Capital
Utah
$346K -$258 -6 -0.1%
CG
131
CFO4Life Group
Texas
$341K
BHWM
132
Bay Harbor Wealth Management
Maryland
$338K
ASN
133
Advisory Services Network
Georgia
$335K +$335K +7,782 New
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$334K
SSC
135
Syverson Strege & Co
Iowa
$329K +$1.16K +27 +0.4%
Jones Financial Companies
136
Jones Financial Companies
Missouri
$325K +$8.56K +199 +3%
APW
137
Austin Private Wealth
Texas
$323K +$323K +7,517 New
AWM
138
Axxcess Wealth Management
California
$321K +$43 +1 +0%
LEFP
139
Leading Edge Financial Planning
Tennessee
$319K -$860 -20 -0.3%
AAP
140
Arax Advisory Partners
Colorado
$314K -$25.2K -586 -7%
FPAS
141
Focus Partners Advisor Solutions
Missouri
$307K +$307K +7,145 New
EC
142
Estate Counselors
Wisconsin
$302K -$5.59K -130 -2%
NP
143
NorthRock Partners
Minnesota
$302K -$20K -465 -6%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$291K +$216 +5 +0.1%
IA
145
IFG Advisory
Georgia
$272K +$272K +6,335 New
AWA
146
Archvest Wealth Advisors
California
$255K -$194K -4,528 -43%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$254K +$129 +3 +0.1%
GVAG
148
Great Valley Advisor Group
Delaware
$250K +$250K +5,816 New
AWM
149
Aprio Wealth Management
Georgia
$244K -$9.63K -224 -4%
CFGSD
150
Compass Financial Group (South Dakota)
South Dakota
$243K -$29.8K -693 -11%