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iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $477M invested in iShares Core Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
97
Reduced
93
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
151
Archvest Wealth Advisors
California
$268K -$226 -5 -0.1%
EWM
152
Executive Wealth Management
Michigan
$263K +$263K +5,829 New
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$258K -$332K -7,362 -56%
GVAG
154
Great Valley Advisor Group
Delaware
$257K -$5.64K -125 -2%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$256K -$10.2K -227 -4%
AWM
156
Aprio Wealth Management
Georgia
$256K
CA
157
Claro Advisors
Massachusetts
$255K +$255K +5,650 New
EAM
158
Empirical Asset Management
Massachusetts
$249K -$2.26K -50 -0.9%
Nomura Asset Management
159
Nomura Asset Management
Japan
$248K
PJWM
160
Philip James Wealth Mangement
Georgia
$247K +$3.16K +70 +1%
DAS
161
Dynamic Advisor Solutions
Arizona
$247K -$3.79K -84 -2%
CIA
162
Concurrent Investment Advisors
Florida
$246K +$28.7K +636 +13%
FFG
163
Fiduciary Financial Group
California
$230K +$24.9K +561 +12%
CFGSD
164
Compass Financial Group (South Dakota)
South Dakota
$229K -$26.1K -578 -10%
TFA
165
TPG Financial Advisors
Oregon
$225K +$9.38K +208 +4%
JWA
166
JFS Wealth Advisors
Pennsylvania
$222K +$1.71K +38 +0.8%
SEIA
167
Signature Estate & Investment Advisors
California
$220K -$5.19K -115 -2%
AI
168
Atria Investments
North Carolina
$219K -$12.3K -272 -5%
NWM
169
Northwest Wealth Management
Iowa
$216K -$12.2K -271 -5%
CA
170
CGN Advisors
Kansas
$213K +$213K +4,724 New
AWM
171
Adams Wealth Management
Utah
$210K -$3.7K -82 -2%
CI
172
CacheTech Inc
Utah
$210K -$3.7K -82 -2%
VWM
173
Venturi Wealth Management
Texas
$205K -$18.7K -415 -8%
BAM
174
BOS Asset Management
Illinois
$204K +$204K +4,532 New
BOPW
175
Brandywine Oak Private Wealth
Pennsylvania
$203K +$203K +4,491 New