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iShares Core Moderate Allocation ETF

188 hedge funds and large institutions have $413M invested in iShares Core Moderate Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
25
Increased
66
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
176
Winch Advisory Services
Wisconsin
$5K +$5K +121 New
MIM
177
Macroview Investment Management
Maryland
$4K
PCG
178
Private Capital Group
Connecticut
$4K
FCH
179
Freestone Capital Holdings
Washington
$3.69K +$3.69K +90 New
RCM
180
Rain Capital Management
Oregon
$3K -$158 -4 -5%
SL
181
Savior LLC
Massachusetts
$3K
CFB
182
Cullen/Frost Bankers
Texas
$3K +$3K +70 New
GFPC
183
Global Financial Private Client
Florida
$2.1K
MF
184
Manchester Financial
California
$1K +$1K +15 New
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
$721 +$4 +101 +0.6%
F
186
F3Logic
Minnesota
$253 +5 +0.1%
FCA
187
FinTrust Capital Advisors
South Carolina
$21 +$4 +105 +26%
Jane Street
188
Jane Street
New York
-$1.27M -31,801 Closed
VFP
189
Verus Financial Partners
Virginia
-$1.07M -26,881 Closed
TSS
190
Two Sigma Securities
New York
-$418K -10,491 Closed
CCFM
191
Clear Creek Financial Management
Washington
-$387K -9,721 Closed
CBFP
192
Cedar Brook Financial Partners
Ohio
-$242K -6,071 Closed
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
-$237K -5,937 Closed
PAM
194
Peak Asset Management
Colorado
-$222K -5,575 Closed
FHC
195
First Heartland Consultants
Missouri
-$221K -5,554 Closed
FIA
196
Foundations Investment Advisors
Arizona
-$205K -5,140 Closed
S
197
SignatureFD
Georgia
-$125K -3,130 Closed
CAAS
198
Capital Asset Advisory Services
Michigan
-$80K -1,944 Closed
WIM
199
Westside Investment Management
California
-$39 -1,000 Closed
FWM
200
FSA Wealth Management
Massachusetts
-$39K -990 Closed