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iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $477M invested in iShares Core Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
97
Reduced
93
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
126
Syntrinsic
Colorado
$386K +$14.7K +340 +4%
UCFA
127
United Capital Financial Advisors
Texas
$380K -$12.1K -268 -3%
CIAS
128
Capital Investment Advisory Services
North Carolina
$375K +$45 +1 +0%
ACS
129
Archford Capital Strategies
Illinois
$374K -$15.2K -340 -4%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$361K -$9.38K -208 -3%
HWM
131
Heirloom Wealth Management
Colorado
$358K -$19.9K -441 -5%
CG
132
CFO4Life Group
Texas
$358K
BHWM
133
Bay Harbor Wealth Management
Maryland
$355K +$45 +1 +0%
VWA
134
Visionary Wealth Advisors
Illinois
$354K -$50.8K -1,126 -13%
SSC
135
Syverson Strege & Co
Iowa
$354K +$8.75K +194 +3%
Jones Financial Companies
136
Jones Financial Companies
Missouri
$340K -$1.22K -27 -0.4%
APW
137
Austin Private Wealth
Texas
$339K +$180 +4 +0.1%
AWM
138
Axxcess Wealth Management
California
$337K +$45 +1 +0%
ASN
139
Advisory Services Network
Georgia
$335K
LEFP
140
Leading Edge Financial Planning
Tennessee
$332K -$1.94K -43 -0.6%
AAP
141
Arax Advisory Partners
Colorado
$331K +$1.99K +44 +0.6%
FPAS
142
Focus Partners Advisor Solutions
Missouri
$320K -$2.44K -54 -0.8%
TC
143
TownSquare Capital
Utah
$317K -$45.2K -1,002 -12%
NP
144
NorthRock Partners
Minnesota
$317K +$90 +2 +0%
BFWM
145
Bright Futures Wealth Management
New York
$316K +$316K +7,167 New
Creative Planning
146
Creative Planning
Kansas
$311K +$311K +6,884 New
EC
147
Estate Counselors
Wisconsin
$303K -$13.5K -300 -4%
WFAG
148
Worth Financial Advisory Group
North Carolina
$300K +$78K +1,729 +35%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$300K -$4.24K -94 -1%
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$292K -$58.9K -1,305 -17%