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iShares Core Moderate Allocation ETF

248 hedge funds and large institutions have $686M invested in iShares Core Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+27
Holders Change %
+12.22%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
53
Increased
85
Reduced
86
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
Axxcess Wealth Management
California
$278K -$9.73K -256 -3%
SF
152
Summit Financial
New Jersey
$271K +$271K +7,123 New
AAP
153
Arax Advisory Partners
Colorado
$270K -$127K -3,331 -32%
RA
154
RFG Advisory
Alabama
$270K +$2.12K +53 +0.8%
DWM
155
Darwin Wealth Management
Florida
$269K -$38.3K -967 -12%
AT
156
American Trust
Kentucky
$269K -$722 -19 -0.3%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$265K +$3.9K +100 +1%
NP
158
NorthRock Partners
Minnesota
$264K -$9.88K -260 -4%
AWA
159
Acorn Wealth Advisors
Michigan
$263K -$27.4K -722 -9%
SI
160
SimpliFi Inc
California
$261K -$169K -4,456 -39%
ACA
161
Anchor Capital Advisors
Massachusetts
$260K
SWA
162
SOA Wealth Advisors
New York
$258K +$418 +11 +0.2%
BAM
163
BOS Asset Management
Illinois
$256K +$256K +6,741 New
AF
164
Advisornet Financial
Minnesota
$255K -$10.7K -281 -4%
ODG
165
O'Dell Group
Ohio
$252K +$760 +20 +0.3%
Renaissance Technologies
166
Renaissance Technologies
New York
$250K -$26.1K -686 -9%
GM
167
GeoWealth Management
Illinois
$239K +$239K +6,290 New
CAAS
168
Capital Asset Advisory Services
Michigan
$234K +$234K +6,156 New
GIP
169
Greatmark Investment Partners
Georgia
$228K
WIM
170
WealthPlan Investment Management
Nebraska
$225K -$7.56K -190 -3%
WP
171
WealthPLAN Partners
Nebraska
$224K +$224K +5,643 New
FFA
172
Founders Financial Alliance
North Carolina
$222K -$38K -1,000 -15%
WFAG
173
Worth Financial Advisory Group
North Carolina
$218K +$218K +5,740 New
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210K -$334K -8,792 -61%
CBFP
175
Cedar Brook Financial Partners
Ohio
$209K +$209K +5,494 New