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iShares Core Moderate Allocation ETF

225 hedge funds and large institutions have $443M invested in iShares Core Moderate Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-23
Holders Change %
-9.27%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
26
Increased
68
Reduced
97
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TF
176
TimeScale Financial
Massachusetts
$111K -$51K -1,280 -31%
GC
177
Gould Capital
Washington
$109K +$40.1K +1,006 +58%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$109K +$98.7K +2,477 +971%
CWC
179
Carolinas Wealth Consulting
North Carolina
$104K +$3.11K +78 +3%
PCFFS
180
Pacific Center for Financial Services
California
$94.2K +$94.2K +2,362 New
AIP
181
Ahrens Investment Partners
Louisiana
$75.5K +$75.5K +1,894 New
GWM
182
Geneos Wealth Management
Colorado
$72.8K -$46K -1,153 -39%
HIA
183
Harbor Investment Advisory
Maryland
$70.4K +$1.56K +39 +2%
JFA
184
JNBA Financial Advisors
Minnesota
$63.9K +$15.2K +381 +31%
TFGT
185
TS Financial Group (TSFG)
Illinois
$56K
AssetMark Inc
186
AssetMark Inc
California
$54.7K +$2.59K +65 +5%
WPA
187
West Paces Advisors
Georgia
$52.4K
APC
188
Aspire Private Capital
North Carolina
$49.8K -$10.8K -271 -18%
BWL
189
Bogart Wealth LLC
Virginia
$45.8K
CFGS
190
Concourse Financial Group Securities
Alabama
$43.9K
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$43.3K -$40.7K -1,022 -48%
WWM
192
Wolff Wiese Magana
California
$40.4K +$80 +2 +0.2%
MWM
193
Mascoma Wealth Management
New Hampshire
$39.8K -$2.96K -74 -7%
OFG
194
Oxford Financial Group
Indiana
$37.1K
HNB
195
Huntington National Bank
Ohio
$33.7K -$70.1K
ACA
196
Aptus Capital Advisors
Alabama
$33.3K -$199 -5 -0.6%
SWM
197
Sugarloaf Wealth Management
Georgia
$31.9K
HCM
198
Hollencrest Capital Management
California
$30.5K
VF
199
VitalStone Financial
Texas
$25K +$8.52K +195 +52%
WA
200
WestEnd Advisors
North Carolina
$24.8K -$309K -8,117 Closed