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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $599M invested in iShares Core Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+20
Holders Change %
+8.66%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
176
Centaurus Financial
California
$193K +$3.72K +82 +2%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$166K +$166K +3,643 New
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$164K +$164K +3,624 New
TF
179
TimeScale Financial
Massachusetts
$157K -$1.27K -28 -0.8%
APA
180
American Portfolios Advisors
New York
$156K
ME
181
McIlrath & Eck
Washington
$156K +$156K +3,435 New
PFA
182
Professional Financial Advisors
Nebraska
$152K +$1.18K +26 +0.8%
CPFP
183
Clear Perspectives Financial Planning
Ohio
$148K -$22.2K -487 -13%
AIM
184
Acropolis Investment Management
Missouri
$137K +$137K +3,024 New
AWA
185
Aquire Wealth Advisors
Utah
$130K +$130K +2,864 New
SCA
186
Snowden Capital Advisors
New York
$127K +$127K +2,800 New
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$123K +$123K +2,708 New
RFWA
188
RPg Family Wealth Advisory
Massachusetts
$112K -$10.4K -229 -8%
PCFFS
189
Pacific Center for Financial Services
California
$106K +$638 +14 +0.6%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$95K +$410 +9 +0.4%
Fidelity Investments
191
Fidelity Investments
Massachusetts
$80K +$454 +10 +0.6%
AF
192
Allworth Financial
California
$77K -$1.28K -28 -2%
EK
193
Evensky & Katz
Florida
$72K -$93.8K -2,073 -57%
HIA
194
Harbor Investment Advisory
Maryland
$72K +$1.18K +26 +2%
LFG
195
Leverty Financial Group
Wisconsin
$70K +$70K +1,558 New
JPMorgan Chase & Co
196
JPMorgan Chase & Co
New York
$68K
APC
197
Aspire Private Capital
North Carolina
$67K -$11K -244 -14%
CFD
198
Creative Financial Designs
Indiana
$66K +$6.41K +140 +11%
LAS
199
Lloyd Advisory Services
Georgia
$65K -$245K -5,353 -79%
TFGT
200
TS Financial Group (TSFG)
Illinois
$64K