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iShares Core Moderate Allocation ETF

256 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+23
Holders Change %
+9.87%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
45
Increased
119
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
151
Kingsview Wealth Management
Oregon
$309K -$259K -5,963 -46%
TC
152
TownSquare Capital
Utah
$308K +$2.61K +60 +0.9%
SWP
153
Sagespring Wealth Partners
Tennessee
$307K +$307K +7,063 New
SSC
154
Syverson Strege & Co
Iowa
$299K -$41.2K -948 -12%
WFAG
155
Worth Financial Advisory Group
North Carolina
$291K +$1.82K +42 +0.6%
AWA
156
Archvest Wealth Advisors
California
$275K +$16.8K +387 +7%
CA
157
Claro Advisors
Massachusetts
$272K +$26.1K +600 +11%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$268K +$19.8K +455 +8%
EC
159
Estate Counselors
Wisconsin
$267K -$24.5K -565 -8%
MCWS
160
McKinley Carter Wealth Services
West Virginia
$265K -$81.8K -1,883 -24%
DAS
161
Dynamic Advisor Solutions
Arizona
$262K +$24.8K +571 +10%
IAA
162
Independent Advisor Alliance
North Carolina
$257K +$257K +5,911 New
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$254K +$254K +5,853 New
EWM
164
Executive Wealth Management
Michigan
$253K
CA
165
CGN Advisors
Kansas
$252K +$46.4K +1,069 +23%
RFG
166
RFP Financial Group
Georgia
$248K +$248K +5,712 New
AWM
167
Aprio Wealth Management
Georgia
$248K +$1.43K +33 +0.6%
GVAG
168
Great Valley Advisor Group
Delaware
$247K -$174 -4 -0.1%
PCS
169
Private Client Services
Kentucky
$246K +$246K +5,662 New
CIA
170
Concurrent Investment Advisors
Florida
$245K +$7.91K +182 +3%
EAM
171
Empirical Asset Management
Massachusetts
$244K +$4.13K +95 +2%
PJWM
172
Philip James Wealth Mangement
Georgia
$243K +$5.17K +119 +2%
Nomura Asset Management
173
Nomura Asset Management
Japan
$239K
SC
174
Scotia Capital
Ontario, Canada
$238K +$238K +5,484 New
TFA
175
TPG Financial Advisors
Oregon
$232K +$15.9K +365 +7%