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iShares Core Moderate Allocation ETF

235 hedge funds and large institutions have $444M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
87
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
151
Empirical Asset Management
Massachusetts
$240K +$240K +5,575 New
RIA
152
Realta Investment Advisors
Delaware
$239K -$1.89K -44 -0.8%
DAS
153
Dynamic Advisor Solutions
Arizona
$239K +$26.5K +616 +12%
Nomura Asset Management
154
Nomura Asset Management
Japan
$237K
PJWM
155
Philip James Wealth Mangement
Georgia
$232K -$3.74K -87 -2%
GS
156
GTS Securities
New York
$226K +$226K +5,261 New
IAIM
157
International Assets Investment Management
Florida
$224K -$1.46K -34 -0.6%
AI
158
Atria Investments
North Carolina
$221K +$221K +5,134 New
NWM
159
Northwest Wealth Management
Iowa
$218K -$26.6K -619 -11%
SEIA
160
Signature Estate & Investment Advisors
California
$215K +$215K +4,995 New
VWM
161
Venturi Wealth Management
Texas
$213K +$29.5K +687 +16%
WFAG
162
Worth Financial Advisory Group
North Carolina
$212K +$5.94K +138 +3%
JWA
163
JFS Wealth Advisors
Pennsylvania
$210K -$34.1K -793 -14%
CPCM
164
Cardinal Point Capital Management
Ontario, Canada
$209K
CIA
165
Concurrent Investment Advisors
Florida
$207K +$207K +4,812 New
TFA
166
TPG Financial Advisors
Oregon
$206K +$206K +4,779 New
AWM
167
Adams Wealth Management
Utah
$204K -$70.6K -1,641 -26%
CI
168
CacheTech Inc
Utah
$204K +$204K +4,742 New
AA
169
Advisory Alpha
Michigan
$202K -$44.8K -1,042 -18%
FFG
170
Fiduciary Financial Group
California
$201K +$201K +4,603 New
RBFC
171
Roman Butler Fullerton & Co
Missouri
$200K +$200K +4,615 New
ME
172
McIlrath & Eck
Washington
$186K -$9.55K -222 -5%
AF
173
Advisornet Financial
Minnesota
$164K +$645 +15 +0.4%
SWA
174
SOA Wealth Advisors
New York
$150K +$559 +13 +0.4%
BTI
175
Blue Trust Inc
Georgia
$145K