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iShares Core Moderate Allocation ETF

179 hedge funds and large institutions have $392M invested in iShares Core Moderate Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.68%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
21
Increased
72
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
151
Sugarloaf Wealth Management
Georgia
$58K +$120 +3 +0.2%
CCM
152
Cribstone Capital Management
Maine
$56K -$8.17K -205 -13%
WP
153
WealthShield Partners
North Carolina
$56K -$7.9K -200 -12%
TFGT
154
TS Financial Group (TSFG)
Illinois
$56K
JWA
155
JFS Wealth Advisors
Pennsylvania
$49K
CFGS
156
Concourse Financial Group Securities
Alabama
$44K
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$40K -$12.1K -305 -23%
FWM
158
FSA Wealth Management
Massachusetts
$39K -$21K -534 -35%
DAM
159
Delta Asset Management
Tennessee
$34K -$2.16K -54 -6%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$33K +$33K +834 New
CAC
161
Certified Advisory Corp
Florida
$32K
William Blair & Company
162
William Blair & Company
Illinois
$28K -$162K -4,057 -85%
LWM
163
Liberty Wealth Management
California
$24K -$399 -10 -2%
HIA
164
Harbor Investment Advisory
Maryland
$23K +$3.17K +78 +16%
CWM
165
Campbell Wealth Management
Virginia
$20K +$20K +493 New
IF
166
Ironwood Financial
Arizona
$19K -$79 -2 -0.4%
WR
167
Watson Rebecca
$18K +$18K +463 New
FCA
168
FinTrust Capital Advisors
South Carolina
$16K +$16K +408 New
LAS
169
Lloyd Advisory Services
Georgia
$9K +$234 +6 +3%
NSIM
170
North Star Investment Management
Illinois
$7K +$39 +1 +0.6%
GAM
171
Gemmer Asset Management
California
$6K +$40 +1 +0.7%
AWM
172
AllSquare Wealth Management
New York
$5K
MIM
173
Macroview Investment Management
Maryland
$4K +$4K +92 New
PCG
174
Private Capital Group
Connecticut
$3K
RCM
175
Rain Capital Management
Oregon
$3K +$38 +1 +1%