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iShares Core Moderate Allocation ETF

231 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-5
Holders Change %
-2.12%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
18
Increased
102
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$263K +$32.4K +724 +14%
MWC
152
MKD Wealth Coaches
Michigan
$242K +$17K +379 +8%
MPPLM
153
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$241K -$2.06K -46 -0.8%
IWN
154
Independent Wealth Network
Iowa
$240K +$240K +5,261 New
NFG
155
Nations Financial Group
Iowa
$227K +$223 +5 +0.1%
CBFP
156
Cedar Brook Financial Partners
Ohio
$224K -$55.8K -1,248 -20%
RIA
157
Realta Investment Advisors
Delaware
$218K +$218K +4,865 New
BOPW
158
Brandywine Oak Private Wealth
Pennsylvania
$216K +$216K +4,828 New
CWA
159
Clearview Wealth Advisors
Oregon
$215K -$2.46K -55 -1%
IWM
160
IHT Wealth Management
Illinois
$210K +$210K +4,690 New
KOC
161
Koss-Olinger Consulting
Florida
$208K
FHA
162
Flagship Harbor Advisors
Massachusetts
$205K
CBN
163
Cadence Bank NA
Texas
$202K
SFWA
164
Summit Financial Wealth Advisors
Louisiana
$201K
COCM
165
Charter Oak Capital Management
New Hampshire
$201K +$19.5K +437 +11%
CF
166
Centaurus Financial
California
$187K -$24.7K -550 -12%
CPFP
167
Clear Perspectives Financial Planning
Ohio
$167K -$1.16K -26 -0.7%
EK
168
Evensky & Katz
Florida
$164K +$164K +3,665 New
TF
169
TimeScale Financial
Massachusetts
$156K +$34.7K +775 +29%
APA
170
American Portfolios Advisors
New York
$154K -$10.8K -241 -7%
ACA
171
Aptus Capital Advisors
Alabama
$152K +$10.3K +230 +7%
PFA
172
Professional Financial Advisors
Nebraska
$149K -$3.9K -87 -3%
RFWA
173
RPg Family Wealth Advisory
Massachusetts
$121K
APWA
174
Atlas Private Wealth Advisors
New Jersey
$104K +$20.1K +448 +24%
PCFFS
175
Pacific Center for Financial Services
California
$103K +$267 +6 +0.3%