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iShares Core Moderate Allocation ETF

228 hedge funds and large institutions have $453M invested in iShares Core Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-23
Holders Change %
-9.16%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
80
Reduced
91
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$117K -$8.73K -225 -7%
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$107K -$922K -23,622 -90%
PCFFS
178
Pacific Center for Financial Services
California
$91K +$195 +5 +0.2%
EWA
179
EverSource Wealth Advisors
Alabama
$90K +$90K +2,322 New
AF
180
Allworth Financial
California
$88K +$18.3K +471 +26%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$81K +$116 +3 +0.1%
GC
182
Gould Capital
Washington
$64K +$19.6K +505 +44%
HIA
183
Harbor Investment Advisory
Maryland
$63K
JPMorgan Chase & Co
184
JPMorgan Chase & Co
New York
$58K
TFGT
185
TS Financial Group (TSFG)
Illinois
$55K
APC
186
Aspire Private Capital
North Carolina
$54K
CFGS
187
Concourse Financial Group Securities
Alabama
$50K
EWM
188
Evermay Wealth Management
Virginia
$49K -$38.2K -975 -44%
ACA
189
Aptus Capital Advisors
Alabama
$49K -$5.25K -134 -10%
PA
190
Parallel Advisors
California
$47K
BWL
191
Bogart Wealth LLC
Virginia
$45K
JFA
192
JNBA Financial Advisors
Minnesota
$44K +$737 +19 +2%
AssetMark Inc
193
AssetMark Inc
California
$42K +$2.4K +62 +6%
TFS
194
TrustCore Financial Services
Tennessee
$40K
LPP
195
Life Planning Partners
Florida
$40K
WWM
196
Wolff Wiese Magana
California
$39K +$39 +1 +0.1%
SJIA
197
St. James Investment Advisors
New York
$37K
OFG
198
Oxford Financial Group
Indiana
$36K -$4.07K -105 -10%
CWA
199
Clearview Wealth Advisors
Oregon
$35K -$99.9K -2,570 -74%
CFD
200
Creative Financial Designs
Indiana
$35K +$38 +1 +0.1%