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iShares Core Moderate Allocation ETF

256 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+23
Holders Change %
+9.87%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
45
Increased
119
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
126
IMA Advisory Services
Colorado
$391K +$391K +9,402 New
UW
127
Unique Wealth
Florida
$387K +$1.3K +30 +0.3%
WFL
128
Wealth Forward LLC
North Dakota
$386K -$76.3K -1,757 -16%
CTC
129
Central Trust Company
Missouri
$382K -$33.9K -781 -8%
RFA
130
RTD Financial Advisors
Pennsylvania
$381K -$130K -3,002 -26%
APWA
131
Atlas Private Wealth Advisors
New Jersey
$380K +$380K +8,758 New
FHC
132
First Heartland Consultants
Missouri
$375K -$7.65K -176 -2%
IWM
133
IHT Wealth Management
Illinois
$375K -$282K -6,484 -43%
GS
134
GWN Securities
Florida
$371K +$371K +8,533 New
ACS
135
Archford Capital Strategies
Illinois
$363K -$1.04K -24 -0.3%
SI
136
SimpliFi Inc
California
$362K -$32.1K -738 -8%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$361K +$33.7K +775 +10%
Renaissance Technologies
138
Renaissance Technologies
New York
$361K -$612K -14,098 -63%
NAS
139
Nicolet Advisory Services
Wisconsin
$359K -$13K -303 -3%
BHWM
140
Bay Harbor Wealth Management
Maryland
$348K +$6.82K +157 +2%
AAP
141
Arax Advisory Partners
Colorado
$348K +$28.5K +655 +9%
CG
142
CFO4Life Group
Texas
$345K
MWC
143
MKD Wealth Coaches
Michigan
$344K +$344K +7,925 New
VWA
144
Visionary Wealth Advisors
Illinois
$342K +$608 +14 +0.2%
GS
145
GTS Securities
New York
$336K -$47.9K -1,103 -12%
BFWM
146
Bright Futures Wealth Management
New York
$329K +$13.4K +305 +4%
APW
147
Austin Private Wealth
Texas
$326K -$565 -13 -0.2%
ZIM
148
Zacks Investment Management
Illinois
$323K +$323K +7,435 New
LEFP
149
Leading Edge Financial Planning
Tennessee
$320K
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$313K +$25K +575 +9%