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iShares Core Moderate Allocation ETF

225 hedge funds and large institutions have $443M invested in iShares Core Moderate Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-23
Holders Change %
-9.27%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
26
Increased
68
Reduced
97
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
151
Founders Financial Alliance
North Carolina
$233K
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$227K +$227K +5,743 New
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$226K -$44.9K -1,126 -17%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$226K +$121K +3,039 +115%
LOIP
155
Live Oak Investment Partners
Texas
$223K -$196K
HWM
156
Howard Wealth Management
Connecticut
$223K +$223K +5,589 New
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$222K +$222K +5,582 New
MIC
158
Means Investment Company
Maine
$217K -$638 -16 -0.3%
WP
159
WealthPLAN Partners
Nebraska
$217K -$8.01K -201 -4%
BOPW
160
Brandywine Oak Private Wealth
Pennsylvania
$214K
AF
161
Allworth Financial
California
$210K -$1.24K -31 -0.6%
RIA
162
Realta Investment Advisors
Delaware
$210K
VP
163
Verum Partners
North Carolina
$206K +$206K +5,166 New
FPAS
164
Focus Partners Advisor Solutions
Missouri
$205K -$6.5K -163 -3%
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196K -$23.7K -595 -11%
ME
166
McIlrath & Eck
Washington
$169K -$17.5K -439 -9%
PCMC
167
Private Capital Management (Colorado)
Colorado
$164K -$356K -8,931 -68%
CSPIA
168
Cary Street Partners Investment Advisory
Virginia
$159K
PA
169
Parallel Advisors
California
$157K
MBFW
170
Morton Brown Family Wealth
Pennsylvania
$152K
BAM
171
Belpointe Asset Management
Nevada
$139K -$54.2K -1,361 -28%
ASN
172
Advisory Services Network
Georgia
$133K -$2.55K -64 -2%
VWM
173
Venturi Wealth Management
Texas
$131K +$131K +3,286 New
BTI
174
Blue Trust Inc
Georgia
$128K
TWA
175
TCI Wealth Advisors
Arizona
$125K +$125K +3,126 New