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iShares Core Moderate Allocation ETF

221 hedge funds and large institutions have $403M invested in iShares Core Moderate Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
24
Increased
78
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GC
176
Gould Capital
Washington
$61K +$440 +12 +0.7%
HIA
177
Harbor Investment Advisory
Maryland
$60K +$991 +27 +2%
JPMorgan Chase & Co
178
JPMorgan Chase & Co
New York
$55K
APC
179
Aspire Private Capital
North Carolina
$55K +$4.23K +115 +8%
TFGT
180
TS Financial Group (TSFG)
Illinois
$51K
AIP
181
Almanack Investment Partners
Pennsylvania
$51K +$51K +1,400 New
EWM
182
Evermay Wealth Management
Virginia
$46K
AssetMark Inc
183
AssetMark Inc
California
$44K +$1.9K +49 +5%
JFA
184
JNBA Financial Advisors
Minnesota
$43K +$1.43K +39 +3%
BWL
185
Bogart Wealth LLC
Virginia
$42K
CFGS
186
Concourse Financial Group Securities
Alabama
$40K -$6.65K -183 -14%
LPP
187
Life Planning Partners
Florida
$38K
TFS
188
TrustCore Financial Services
Tennessee
$37K
WWM
189
Wolff Wiese Magana
California
$37K +$110 +3 +0.3%
OFG
190
Oxford Financial Group
Indiana
$34K
CFD
191
Creative Financial Designs
Indiana
$33K +$36 +1 +0.1%
ACA
192
Aptus Capital Advisors
Alabama
$30K -$14.9K -415 -33%
SWM
193
Sugarloaf Wealth Management
Georgia
$30K
CWA
194
Clearview Wealth Advisors
Oregon
$29K -$3.63K -100 -11%
MWM
195
Mascoma Wealth Management
New Hampshire
$26K +$74 +2 +0.3%
CL
196
COWA LLC
Oklahoma
$22K +$22K +590 New
MBFW
197
Morton Brown Family Wealth
Pennsylvania
$19K
TSWM
198
Tyler-Stone Wealth Management
Ohio
$19K
BA
199
Bellwether Advisors
Nebraska
$19K +$950 +26 +5%
HWMA
200
Heritage Wealth Management (Arizona)
Arizona
$16K -$1.32K -35 -8%