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iShares Core Moderate Allocation ETF

236 hedge funds and large institutions have $572M invested in iShares Core Moderate Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
4.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
31
Increased
88
Reduced
77
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
201
Affiance Financial
Minnesota
$47K +$15.2K +337 +48%
TFS
202
TrustCore Financial Services
Tennessee
$46K
WWM
203
Wolff Wiese Magana
California
$45K +$45 +1 +0.1%
JFA
204
JNBA Financial Advisors
Minnesota
$44K -$490 -11 -1%
WAS
205
Winch Advisory Services
Wisconsin
$42K -$10.2K -225 -19%
LWM
206
Liberty Wealth Management
California
$39K +$9.65K +216 +33%
SWM
207
Sugarloaf Wealth Management
Georgia
$36K -$849K -18,876 -96%
William Blair & Company
208
William Blair & Company
Illinois
$32K
AWA
209
Arkadios Wealth Advisors
Georgia
$32K +$32K +731 New
LAS
210
Lloyd Advisory Services
Georgia
$30K -$139K -3,061 -82%
SL
211
Savior LLC
Massachusetts
$30K +$26.4K +582 +728%
DAM
212
Delta Asset Management
Tennessee
$27K
OIA
213
Optimum Investment Advisors
Illinois
$23K +$23K +500 New
IF
214
Ironwood Financial
Arizona
$20K -$1.52K -34 -7%
MAM
215
McCarthy Asset Management
California
$19K -$101K -2,272 -84%
LPWM
216
Lake Point Wealth Management
Texas
$18K +$18K +391 New
TWA
217
TCI Wealth Advisors
Arizona
$16K +$16K +361 New
SA
218
SRH Advisors
Kansas
$15K
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$13K
WQ
220
Wealth Quarterback
New Jersey
$12K +$12K +266 New
HR
221
Howe & Rusling
New York
$10K +$10K +223 New
MA
222
Montag & Associates
Georgia
$9K
MIM
223
Macroview Investment Management
Maryland
$9K
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9K +200 New
GIA
225
Goodwin Investment Advisory
Georgia
$8K