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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $599M invested in iShares Core Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+20
Holders Change %
+8.66%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
151
TRUE Private Wealth Advisors
Oregon
$302K +$18.8K +414 +7%
ODG
152
O'Dell Group
Ohio
$301K +$1.78K +39 +0.6%
SWA
153
SOA Wealth Advisors
New York
$296K +$273 +6 +0.1%
CBFP
154
Cedar Brook Financial Partners
Ohio
$289K +$61K +1,342 +27%
BAM
155
Belpointe Asset Management
Nevada
$288K +$5.62K +124 +2%
BA
156
Bluesphere Advisors
Pennsylvania
$282K -$9.17K -202 -3%
FSG
157
Financial Strategies Group
Michigan
$279K -$94.8K -2,084 -25%
LNC
158
Lincoln National Corp
Pennsylvania
$274K +$274K +6,022 New
GIP
159
Greatmark Investment Partners
Georgia
$273K
FAAM
160
First Ascent Asset Management
Colorado
$269K -$378K -8,310 -58%
KWM
161
Kingsview Wealth Management
Oregon
$269K -$1.46K -32 -0.5%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$267K
AWM
163
Adams Wealth Management
Utah
$260K -$35.7K -785 -12%
LFAS
164
Level Four Advisory Services
Texas
$254K +$254K +5,585 New
IWN
165
Independent Wealth Network
Iowa
$253K +$13.7K +302 +6%
BOPW
166
Brandywine Oak Private Wealth
Pennsylvania
$251K +$32.2K +711 +15%
W
167
Wealthquest
Ohio
$248K -$113K -2,496 -31%
CWA
168
Consilium Wealth Advisory
Texas
$245K +$245K +5,395 New
RIA
169
Realta Investment Advisors
Delaware
$239K +$17.7K +390 +8%
NFG
170
Nations Financial Group
Iowa
$231K +$409 +9 +0.2%
CWA
171
Clearview Wealth Advisors
Oregon
$212K -$6.84K -150 -3%
COCM
172
Charter Oak Capital Management
New Hampshire
$209K +$4.9K +108 +2%
SFWA
173
Summit Financial Wealth Advisors
Louisiana
$204K
PWAG
174
Polaris Wealth Advisory Group
California
$202K -$75.6K -1,660 -27%
FCA
175
FLC Capital Advisors
California
$201K +$201K +4,413 New