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iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $477M invested in iShares Core Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
97
Reduced
93
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPCM
176
Cardinal Point Capital Management
Ontario, Canada
$202K -$17.6K -390 -8%
ME
177
McIlrath & Eck
Washington
$199K +$3.52K +78 +2%
AF
178
Advisornet Financial
Minnesota
$196K +$24.3K +538 +14%
DWM
179
Darwin Wealth Management
Florida
$194K +$194K +4,297 New
AF
180
Allworth Financial
California
$155K +$7.49K +166 +5%
BTI
181
Blue Trust Inc
Georgia
$145K
SWA
182
SOA Wealth Advisors
New York
$144K -$13.1K -291 -8%
CPG
183
Cornerstone Planning Group
New Jersey
$141K +$1.46K +33 +1%
CA
184
CoreCap Advisors
Michigan
$140K +$140K +3,104 New
PCMC
185
Private Capital Management (Colorado)
Colorado
$138K -$10.6K -236 -7%
FFA
186
Founders Financial Alliance
North Carolina
$135K -$5.96K -132 -4%
LOIP
187
Live Oak Investment Partners
Texas
$123K -$134K
SS
188
Sunbelt Securities
Texas
$111K +$17.8K +395 +19%
JIP
189
Jaffetilchin Investment Partners
Florida
$99.7K +$99.7K +2,211 New
CWC
190
Carolinas Wealth Consulting
North Carolina
$89.4K +$857 +19 +1%
GRP
191
Global Retirement Partners
California
$88.6K -$15.6K -345 -15%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$85K +$135 +3 +0.2%
SL
193
Salomon & Ludwin
Virginia
$82.3K
PA
194
Parallel Advisors
California
$78K -$29.3K -650 -27%
HIA
195
Harbor Investment Advisory
Maryland
$75.1K -$2.03K -45 -3%
PCFFS
196
Pacific Center for Financial Services
California
$68.5K -$34.1K -756 -33%
Comerica Bank
197
Comerica Bank
Texas
$68K -$23.5K -521 -26%
GC
198
Gould Capital
Washington
$61.8K -$902 -20 -1%
GWM
199
Geneos Wealth Management
Colorado
$60.2K +$16K +354 +36%
JFA
200
JNBA Financial Advisors
Minnesota
$56.8K +$226 +5 +0.4%