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iShares Core Moderate Allocation ETF

175 hedge funds and large institutions have $397M invested in iShares Core Moderate Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
175
Holders Change
-16
Holders Change %
-8.38%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
14
Increased
57
Reduced
71
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
176
J.W. Cole Advisors
Florida
-$1M -24,907 Closed
V
177
Veritable
Delaware
-$987K -24,603 Closed
BSAM
178
Blue Sky Asset Management
Colorado
-$954K -23,783 Closed
WWM
179
Western Wealth Management
Colorado
-$861K -21,457 Closed
LFA
180
Legacy Financial Advisors
Kentucky
-$738K -18,382 Closed
EWA
181
ERTS Wealth Advisors
Michigan
-$521K -12,973 Closed
ODG
182
O'Dell Group
Ohio
-$269K -6,697 Closed
AFP
183
Ausdal Financial Partners
Iowa
-$240K -5,944 Closed
PWAG
184
Polaris Wealth Advisory Group
California
-$225K -5,526 Closed
VFA
185
Voya Financial Advisors
Connecticut
-$206K -5,157 Closed
EBT
186
Enterprise Bank & Trust
Massachusetts
-$203K -5,058 Closed
AIA
187
Arbor Investment Advisors
North Carolina
-$202K -5,029 Closed
CFG
188
CMC Financial Group
Georgia
-$201K -4,998 Closed
ACM
189
Anfield Capital Management
California
-$158K -3,885 Closed
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
-$59K -1,459 Closed
RIA
191
Realta Investment Advisors
Delaware
-$54K -1,335 Closed
APC
192
Aspire Private Capital
North Carolina
-$49K -1,228 Closed
PWP
193
Personal Wealth Partners
Minnesota
-$47K -1,177 Closed
AWA
194
Arkadios Wealth Advisors
Georgia
-$26.6K -650 Closed
CTC
195
Central Trust Company
Missouri
-$15K -379 Closed
TA
196
TFG Advisers
Michigan
-$11K -292 Closed
GI
197
Gradient Investments
Minnesota
-$6K -140 Closed
Qube Research & Technologies (QRT)
198
Qube Research & Technologies (QRT)
United Kingdom
-$5K -118 Closed