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iShares Core Moderate Allocation ETF

235 hedge funds and large institutions have $444M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
87
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCMC
176
Private Capital Management (Colorado)
Colorado
$142K -$13.6K -317 -9%
AF
177
Allworth Financial
California
$141K -$126K -2,904 -47%
CPG
178
Cornerstone Planning Group
New Jersey
$135K -$31.3K -731 -19%
FFA
179
Founders Financial Alliance
North Carolina
$135K -$15.6K -362 -10%
LOIP
180
Live Oak Investment Partners
Texas
$134K
RFG
181
RFP Financial Group
Georgia
$132K -$59.5K -1,384 -31%
PA
182
Parallel Advisors
California
$102K -$220K -5,107 -68%
GRP
183
Global Retirement Partners
California
$99.4K +$69K +1,604 +227%
PCFFS
184
Pacific Center for Financial Services
California
$97.8K -$5.81K -135 -6%
SS
185
Sunbelt Securities
Texas
$88.4K -$2.41K -56 -3%
Comerica Bank
186
Comerica Bank
Texas
$87.2K +$15.2K +353 +21%
CWC
187
Carolinas Wealth Consulting
North Carolina
$84.4K -$8K -186 -9%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$81K -$1.01M -23,383 -93%
SL
189
Salomon & Ludwin
Virginia
$78.5K -$87.7K -2,040 -53%
HIA
190
Harbor Investment Advisory
Maryland
$73.5K +$215 +5 +0.3%
GC
191
Gould Capital
Washington
$59.8K -$2.15K -50 -3%
SWM
192
Spire Wealth Management
Virginia
$55.7K -$7.31K -170 -12%
JFA
193
JNBA Financial Advisors
Minnesota
$54K -$301 -7 -0.6%
APC
194
Aspire Private Capital
North Carolina
$52.9K +$473 +11 +0.9%
CP
195
Castleview Partners
Texas
$45.6K +$5.55K +129 +14%
PA
196
Pineridge Advisors
Missouri
$43.1K +$86 +2 +0.2%
GWM
197
Geneos Wealth Management
Colorado
$42.2K -$8.34K -194 -17%
SWM
198
Sugarloaf Wealth Management
Georgia
$34.4K
HCM
199
Hollencrest Capital Management
California
$32.9K
ATPW
200
Ashton Thomas Private Wealth
Arizona
$29.1K +$29.1K +676 New