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iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $426M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 98 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
78
Reduced
98
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
151
Northwest Wealth Management
Iowa
$243K -$272K -6,359 -53%
JWA
152
JFS Wealth Advisors
Pennsylvania
$243K -$33.8K -791 -12%
KA
153
Kovack Advisors
Florida
$240K -$12.8K -300 -5%
RIA
154
Realta Investment Advisors
Delaware
$240K +$27.8K +650 +13%
Nomura Asset Management
155
Nomura Asset Management
Japan
$235K
PJWM
156
Philip James Wealth Mangement
Georgia
$235K -$4.11K -96 -2%
PIAS
157
PCA Investment Advisory Services
Ohio
$231K -$2.14K -50 -0.9%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$227K +$2.35K +56 +1%
IAIM
159
International Assets Investment Management
Florida
$223K -$80.3K -1,887 -26%
DWM
160
Darwin Wealth Management
Florida
$219K -$18.4K -430 -8%
CBFP
161
Cedar Brook Financial Partners
Ohio
$215K -$4.11K -96 -2%
DAS
162
Dynamic Advisor Solutions
Arizona
$211K -$980K -22,905 -82%
BAM
163
BOS Asset Management
Illinois
$210K -$1.71K -40 -0.8%
CPCM
164
Cardinal Point Capital Management
Ontario, Canada
$208K
WFAG
165
Worth Financial Advisory Group
North Carolina
$205K +$205K +4,789 New
HIP
166
HUB Investment Partners
Texas
$204K +$204K +4,773 New
ME
167
McIlrath & Eck
Washington
$195K +$9.41K +220 +5%
RFG
168
RFP Financial Group
Georgia
$191K +$39.1K +914 +26%
VWM
169
Venturi Wealth Management
Texas
$183K -$599 -14 -0.3%
RIL
170
Rothschild Investment LLC
Illinois
$167K -$17.1K -400 -9%
SL
171
Salomon & Ludwin
Virginia
$165K
CPG
172
Cornerstone Planning Group
New Jersey
$163K +$14.4K +342 +10%
AF
173
Advisornet Financial
Minnesota
$162K +$21.5K +502 +15%
PCMC
174
Private Capital Management (Colorado)
Colorado
$155K -$2.23K -52 -1%
FFA
175
Founders Financial Alliance
North Carolina
$149K -$101K -2,349 -40%