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iShares Core Moderate Allocation ETF

256 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+23
Holders Change %
+9.87%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
45
Increased
119
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$230K -$68.7K -1,582 -23%
Comerica Bank
177
Comerica Bank
Texas
$224K +$158K +3,641 +242%
AWM
178
Adams Wealth Management
Utah
$223K +$20.6K +475 +10%
CI
179
CacheTech Inc
Utah
$223K +$20.6K +475 +10%
JWA
180
JFS Wealth Advisors
Pennsylvania
$218K +$3.87K +89 +2%
SFG
181
Stonebridge Financial Group
Pennsylvania
$212K +$212K +4,890 New
BOPW
182
Brandywine Oak Private Wealth
Pennsylvania
$210K +$15K +345 +8%
FFG
183
Fiduciary Financial Group
California
$209K -$12.8K -298 -6%
FPAS
184
Focus Partners Advisor Solutions
Missouri
$209K -$99.1K -2,282 -32%
NWM
185
Northwest Wealth Management
Iowa
$209K +$608 +14 +0.3%
CFGSD
186
Compass Financial Group (South Dakota)
South Dakota
$205K -$15.6K -360 -7%
VWM
187
Venturi Wealth Management
Texas
$203K +$5.3K +122 +3%
SEIA
188
Signature Estate & Investment Advisors
California
$200K -$11.7K -270 -6%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$187K +$105K +2,420 +128%
CPG
190
Cornerstone Planning Group
New Jersey
$171K +$31.1K +707 +22%
CA
191
CoreCap Advisors
Michigan
$163K +$28.3K +651 +21%
AF
192
Allworth Financial
California
$151K -$44 -1 -0%
BTI
193
Blue Trust Inc
Georgia
$147K
AF
194
Advisornet Financial
Minnesota
$143K -$45.9K -1,056 -24%
CBT
195
Crews Bank & Trust
Florida
$140K +$140K +3,230 New
SWA
196
SOA Wealth Advisors
New York
$140K +$1.82K +42 +1%
CIAS
197
Capital Investment Advisory Services
North Carolina
$127K -$234K -5,390 -65%
NC
198
NewSquare Capital
Pennsylvania
$125K +$125K +2,880 New
DWM
199
Darwin Wealth Management
Florida
$122K -$65K -1,495 -35%
LOIP
200
Live Oak Investment Partners
Texas
$121K -$123K