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iShares Core Moderate Allocation ETF

216 hedge funds and large institutions have $408M invested in iShares Core Moderate Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-9
Holders Change %
-4%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
17
Increased
75
Reduced
88
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APC
176
Aspire Private Capital
North Carolina
$50.5K +$40 +1 +0.1%
BWL
177
Bogart Wealth LLC
Virginia
$46.5K
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$43.9K
WWM
179
Wolff Wiese Magana
California
$41K +$81 +2 +0.2%
JFA
180
JNBA Financial Advisors
Minnesota
$39.4K -$25.5K -630 -39%
OFG
181
Oxford Financial Group
Indiana
$37.6K
AF
182
Advisornet Financial
Minnesota
$36.2K +$18.3K +453 +102%
SS
183
Sunbelt Securities
Texas
$34.8K +$11.4K +283 +49%
HNB
184
Huntington National Bank
Ohio
$34.1K -$33.7K
SWM
185
Sugarloaf Wealth Management
Georgia
$32.3K
ACA
186
Aptus Capital Advisors
Alabama
$32K -$1.82K -45 -5%
AIC
187
Archer Investment Corporation
Indiana
$31K +$31K +767 New
HCM
188
Hollencrest Capital Management
California
$30.9K
MWM
189
Mascoma Wealth Management
New Hampshire
$25.1K -$14.8K -369 -37%
GWM
190
Geneos Wealth Management
Colorado
$20.4K -$53.4K -1,321 -72%
DAM
191
Delta Asset Management
Tennessee
$20.2K
TSWM
192
Tyler-Stone Wealth Management
Ohio
$20K +$20K +498 New
WP
193
WealthShield Partners
North Carolina
$19.1K
CWA
194
Clearview Wealth Advisors
Oregon
$18.4K
HFS
195
Hantz Financial Services
Michigan
$18K +$18K +451 +45,100%
GWMIA
196
Global Wealth Management Investment Advisory
Florida
$17.7K +$17.7K +437 New
CWP
197
Concord Wealth Partners
Virginia
$16K -$5.98K -148 -27%
CFD
198
Creative Financial Designs
Indiana
$15.1K -$2.18K -54 -13%
RFG
199
RFP Financial Group
Georgia
$14.8K +$9.14K +226 +161%
MIM
200
Macroview Investment Management
Maryland
$14.5K