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iShares Core Moderate Allocation ETF

231 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-5
Holders Change %
-2.12%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
18
Increased
102
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$93K +$179 +4 +0.2%
ADL
177
Asset Dedication LLC
California
$89K
Fidelity Investments
178
Fidelity Investments
Massachusetts
$78K +$89 +2 +0.1%
AF
179
Allworth Financial
California
$77K +$6.91K +154 +10%
APC
180
Aspire Private Capital
North Carolina
$77K +$7.19K +161 +10%
HIA
181
Harbor Investment Advisory
Maryland
$70K +$1.26K +28 +2%
JPMorgan Chase & Co
182
JPMorgan Chase & Co
New York
$67K
PA
183
Parallel Advisors
California
$65K
TFGT
184
TS Financial Group (TSFG)
Illinois
$63K
CFD
185
Creative Financial Designs
Indiana
$58K -$4.01K -90 -6%
CFGS
186
Concourse Financial Group Securities
Alabama
$57K
AF
187
Affiance Financial
Minnesota
$53K +$6K +133 +13%
BWL
188
Bogart Wealth LLC
Virginia
$51K
GWMIA
189
Global Wealth Management Investment Advisory
Florida
$51K +$1.79K +40 +4%
JWA
190
JFS Wealth Advisors
Pennsylvania
$50K
JFA
191
JNBA Financial Advisors
Minnesota
$48K +$4.05K +91 +9%
OFG
192
Oxford Financial Group
Indiana
$46K -$5.24K -118 -10%
TFS
193
TrustCore Financial Services
Tennessee
$46K
CCM
194
Cribstone Capital Management
Maine
$45K -$4.55K -102 -9%
WWM
195
Wolff Wiese Magana
California
$44K +$89 +2 +0.2%
HWMA
196
Heritage Wealth Management (Arizona)
Arizona
$42K -$31.2K -704 -43%
AWA
197
Arkadios Wealth Advisors
Georgia
$41K +$8.81K +200 +27%
LWM
198
Liberty Wealth Management
California
$37K -$2.34K -52 -6%
SWM
199
Sugarloaf Wealth Management
Georgia
$36K
US Bancorp
200
US Bancorp
Minnesota
$32K +$32K +709 New