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iShares Core Moderate Allocation ETF

221 hedge funds and large institutions have $403M invested in iShares Core Moderate Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
24
Increased
78
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TC
151
Trilogy Capital
California
$223K +$9.79K +268 +5%
BCI
152
Brinker Capital Investments
Pennsylvania
$220K -$1.07M -29,163 -83%
GIP
153
Greatmark Investment Partners
Georgia
$220K
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$216K -$337K -9,224 -61%
BAM
155
Belpointe Asset Management
Nevada
$212K +$33.5K +912 +19%
BOPW
156
Brandywine Oak Private Wealth
Pennsylvania
$202K -$14K -384 -6%
MIC
157
Means Investment Company
Maine
$200K +$4.75K +130 +2%
RIA
158
Realta Investment Advisors
Delaware
$191K -$13.7K -373 -7%
ME
159
McIlrath & Eck
Washington
$189K +$14.8K +406 +9%
JWA
160
JFS Wealth Advisors
Pennsylvania
$185K
WA
161
WestEnd Advisors
North Carolina
$174K -$144K -3,928 -45%
TF
162
TimeScale Financial
Massachusetts
$149K -$9.59K -262 -6%
CWC
163
Carolinas Wealth Consulting
North Carolina
$145K -$129K -3,530 -47%
PA
164
Parallel Advisors
California
$144K +$99.6K +2,720 +224%
AF
165
Allworth Financial
California
$137K +$54.2K +1,482 +65%
BTI
166
Blue Trust Inc
Georgia
$132K
AIM
167
Acropolis Investment Management
Missouri
$128K +$731 +20 +0.6%
GWM
168
Geneos Wealth Management
Colorado
$127K -$619K -16,969 -83%
PFA
169
Professional Financial Advisors
Nebraska
$127K +$4.88K +133 +4%
APA
170
American Portfolios Advisors
New York
$126K +$110 +3 +0.1%
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$109K -$911 -25 -0.8%
PCFFS
172
Pacific Center for Financial Services
California
$86K +$404 +11 +0.5%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$77K -$42.4K -1,162 -36%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$77K +$220 +6 +0.3%
AF
175
Affiance Financial
Minnesota
$72K +$72K +1,971 New