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iShares Core Moderate Allocation ETF

216 hedge funds and large institutions have $408M invested in iShares Core Moderate Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-9
Holders Change %
-4%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
17
Increased
75
Reduced
88
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CC
151
Cypress Capital
Tennessee
$213K -$111K -2,749 -34%
VP
152
Verum Partners
North Carolina
$210K +$929 +23 +0.4%
RIA
153
Realta Investment Advisors
Delaware
$208K -$4.53K -112 -2%
HighTower Advisors
154
HighTower Advisors
Illinois
$205K +$205K +5,037 New
WC
155
Waterloo Capital
Texas
$203K +$203K +5,012 New
BAM
156
BOS Asset Management
Illinois
$200K +$200K +4,951 New
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$197K -$2.63K -65 -1%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$195K -$34.8K -862 -15%
PA
159
Parallel Advisors
California
$193K +$34.4K +852 +22%
ME
160
McIlrath & Eck
Washington
$172K +$647 +16 +0.4%
PCMC
161
Private Capital Management (Colorado)
Colorado
$166K -$162 -4 -0.1%
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
$162K
CFGS
163
Concourse Financial Group Securities
Alabama
$157K +$112K +2,775 +252%
MBFW
164
Morton Brown Family Wealth
Pennsylvania
$154K
BTI
165
Blue Trust Inc
Georgia
$135K
VWM
166
Venturi Wealth Management
Texas
$132K -$323 -8 -0.2%
TF
167
TimeScale Financial
Massachusetts
$120K +$6.99K +173 +6%
CPG
168
Cornerstone Planning Group
New Jersey
$109K +$109K +2,702 New
GC
169
Gould Capital
Washington
$109K -$1.5K -37 -1%
PCFFS
170
Pacific Center for Financial Services
California
$95.8K +$323 +8 +0.3%
CWC
171
Carolinas Wealth Consulting
North Carolina
$91.1K -$13.9K -345 -13%
HIA
172
Harbor Investment Advisory
Maryland
$72.6K +$1.25K +31 +2%
AssetMark Inc
173
AssetMark Inc
California
$58.1K +$2.63K +65 +5%
TFGT
174
TS Financial Group (TSFG)
Illinois
$57K
WPA
175
West Paces Advisors
Georgia
$53.1K