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iShares Core Moderate Allocation ETF

248 hedge funds and large institutions have $686M invested in iShares Core Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+27
Holders Change %
+12.22%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
53
Increased
85
Reduced
86
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
176
Means Investment Company
Maine
$208K -$38 -1 -0%
KWM
177
Kingsview Wealth Management
Oregon
$205K -$26.8K -704 -12%
BOPW
178
Brandywine Oak Private Wealth
Pennsylvania
$204K -$6.35K -167 -3%
EA
179
Efficient Advisors
Ohio
$202K +$202K +5,308 New
FPAS
180
Focus Partners Advisor Solutions
Missouri
$202K +$202K +5,301 New
AF
181
Allworth Financial
California
$201K +$59K +1,553 +41%
RIA
182
Realta Investment Advisors
Delaware
$200K +$1.98K +52 +1%
LFAS
183
Level Four Advisory Services
Texas
$200K +$200K +5,263 New
JWA
184
JFS Wealth Advisors
Pennsylvania
$197K +$4.56K +120 +2%
LOIP
185
Live Oak Investment Partners
Texas
$196K
BAM
186
Belpointe Asset Management
Nevada
$185K -$35.2K -925 -16%
ME
187
McIlrath & Eck
Washington
$178K -$18.8K -495 -10%
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$152K +$152K +4,000 New
PA
189
Parallel Advisors
California
$149K
TF
190
TimeScale Financial
Massachusetts
$149K
MBFW
191
Morton Brown Family Wealth
Pennsylvania
$145K +$125K +3,297 +632%
ASN
192
Advisory Services Network
Georgia
$129K -$284K -7,460 -69%
BTI
193
Blue Trust Inc
Georgia
$124K
GWM
194
Geneos Wealth Management
Colorado
$113K -$19K -500 -14%
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$100K -$13.5K -355 -12%
CPG
196
Cornerstone Planning Group
New Jersey
$98.6K +$98.6K +2,498 New
CWC
197
Carolinas Wealth Consulting
North Carolina
$95.9K -$55K -1,446 -36%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$80.2K +$494 +13 +0.6%
JPMorgan Chase & Co
199
JPMorgan Chase & Co
New York
$77K +$19.8K +516 +35%
AF
200
Affiance Financial
Minnesota
$74.9K