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iShares Core Moderate Allocation ETF

228 hedge funds and large institutions have $453M invested in iShares Core Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-23
Holders Change %
-9.16%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
80
Reduced
91
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
151
Brandywine Oak Private Wealth
Pennsylvania
$230K +$5.28K +136 +2%
EA
152
Efficient Advisors
Ohio
$228K -$79K -2,025 -26%
TC
153
Trilogy Capital
California
$227K -$116K -2,975 -34%
FAAM
154
First Ascent Asset Management
Colorado
$225K +$35.4K +906 +19%
RIA
155
Realta Investment Advisors
Delaware
$219K +$13.1K +334 +6%
WWM
156
Western Wealth Management
Colorado
$217K
CF
157
Centaurus Financial
California
$216K +$11.4K +294 +6%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$214K -$9.67K -248 -4%
OCM
159
One Capital Management
California
$213K +$213K +5,481 New
Bank of New York Mellon
160
Bank of New York Mellon
New York
$212K +$212K +5,434 New
MIC
161
Means Investment Company
Maine
$208K -$273 -7 -0.1%
CBFP
162
Cedar Brook Financial Partners
Ohio
$207K +$584 +15 +0.3%
FSG
163
Financial Strategies Group
Michigan
$206K -$35.6K -913 -15%
LFAS
164
Level Four Advisory Services
Texas
$205K -$11.7K -300 -5%
COCM
165
Charter Oak Capital Management
New Hampshire
$201K -$7.45K -191 -4%
JWA
166
JFS Wealth Advisors
Pennsylvania
$197K
BAM
167
Belpointe Asset Management
Nevada
$190K -$179K -4,592 -49%
ME
168
McIlrath & Eck
Washington
$186K
TF
169
TimeScale Financial
Massachusetts
$169K +$22.8K +585 +16%
BTI
170
Blue Trust Inc
Georgia
$145K +$145K +3,379 New
AIM
171
Acropolis Investment Management
Missouri
$136K +$351 +9 +0.3%
APA
172
American Portfolios Advisors
New York
$134K -$13K -334 -9%
PFA
173
Professional Financial Advisors
Nebraska
$130K -$78 -2 -0.1%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$127K +$127K +3,270 New
AIP
175
Ahrens Investment Partners
Louisiana
$118K -$137K -3,525 -54%