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iShares Core Moderate Allocation ETF

252 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
47
Increased
97
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
176
BOS Asset Management
Illinois
$206K +$206K +4,951 New
RIA
177
Realta Investment Advisors
Delaware
$205K -$8.55K -206 -4%
CPCM
178
Cardinal Point Capital Management
Ontario, Canada
$202K +$202K +4,869 New
AF
179
Allworth Financial
California
$197K -$11.4K -274 -5%
CTC
180
Central Trust Company
Missouri
$192K +$24.3K +585 +15%
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
$188K +$180K +4,337 +2,236%
ME
182
McIlrath & Eck
Washington
$180K +$4.36K +105 +2%
RIL
183
Rothschild Investment LLC
Illinois
$178K +$178K +4,300 New
VWM
184
Venturi Wealth Management
Texas
$178K +$43.4K +1,046 +32%
AWM
185
Avior Wealth Management
Nebraska
$177K -$41.4K -998 -19%
ASN
186
Advisory Services Network
Georgia
$157K +$157K +3,770 New
PCMC
187
Private Capital Management (Colorado)
Colorado
$152K -$8.43K -203 -5%
SL
188
Salomon & Ludwin
Virginia
$150K
CPG
189
Cornerstone Planning Group
New Jersey
$147K +$28.1K +676 +24%
RFG
190
RFP Financial Group
Georgia
$147K +$57.8K +1,393 +65%
AF
191
Advisornet Financial
Minnesota
$136K +$90.3K +2,176 +196%
BTI
192
Blue Trust Inc
Georgia
$132K
LOIP
193
Live Oak Investment Partners
Texas
$128K -$122K
PCFFS
194
Pacific Center for Financial Services
California
$99.3K +$374 +9 +0.4%
CWC
195
Carolinas Wealth Consulting
North Carolina
$94.8K +$332 +8 +0.4%
GRP
196
Global Retirement Partners
California
$91K +$72.5K +1,767 +393%
PA
197
Pineridge Advisors
Missouri
$72.8K +$72.8K +1,753 New
HIA
198
Harbor Investment Advisory
Maryland
$72K -$3.65K -88 -5%
AssetMark Inc
199
AssetMark Inc
California
$71.6K +$8.97K +216 +14%
SWM
200
Spire Wealth Management
Virginia
$67.3K -$112K -2,724 -62%