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iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $426M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 98 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
78
Reduced
98
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
176
SOA Wealth Advisors
New York
$148K -$137K -3,205 -48%
BTI
177
Blue Trust Inc
Georgia
$145K
AWM
178
Avior Wealth Management
Nebraska
$108K -$74.4K -1,740 -41%
PCFFS
179
Pacific Center for Financial Services
California
$103K +$770 +18 +0.8%
CWC
180
Carolinas Wealth Consulting
North Carolina
$92K -$5.82K -136 -6%
SS
181
Sunbelt Securities
Texas
$90.3K +$51.6K +1,205 +133%
CA
182
CoreCap Advisors
Michigan
$78.8K +$78.8K +1,841 New
AssetMark Inc
183
AssetMark Inc
California
$77.4K +$3.64K +85 +5%
HIA
184
Harbor Investment Advisory
Maryland
$72.9K -$1.24K -29 -2%
Comerica Bank
185
Comerica Bank
Texas
$71.6K -$206K -4,823 -74%
SWM
186
Spire Wealth Management
Virginia
$62.6K -$7.4K -173 -11%
GC
187
Gould Capital
Washington
$61.6K -$2.1K -49 -3%
Qube Research & Technologies (QRT)
188
Qube Research & Technologies (QRT)
United Kingdom
$54.6K -$139K -3,254 -72%
JFA
189
JNBA Financial Advisors
Minnesota
$54K +$214 +5 +0.4%
APC
190
Aspire Private Capital
North Carolina
$52.2K
GWM
191
Geneos Wealth Management
Colorado
$50.2K -$3.08K -72 -6%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$46.5K
PA
193
Pineridge Advisors
Missouri
$42.8K -$32.2K -752 -43%
CP
194
Castleview Partners
Texas
$39.8K -$3.59K -84 -8%
SWM
195
Sugarloaf Wealth Management
Georgia
$34.2K
HCM
196
Hollencrest Capital Management
California
$32.7K
AIC
197
Archer Investment Corporation
Indiana
$30.7K -$2.14K -50 -7%
GRP
198
Global Retirement Partners
California
$30.2K -$64.6K -1,511 -68%
GJIA
199
Glass Jacobson Investment Advisors
Maryland
$26.7K
RBA
200
Richard Bernstein Advisors
New York
$26.3K -$8K -187 -23%