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iShares Core Moderate Allocation ETF

231 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-5
Holders Change %
-2.12%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
18
Increased
102
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
201
William Blair & Company
Illinois
$31K
CFA
202
Cahill Financial Advisors
Minnesota
$28K +$28K +617 New
DAM
203
Delta Asset Management
Tennessee
$26K -$1.13K -25 -4%
LPWM
204
Lake Point Wealth Management
Texas
$23K +$5.84K +133 +34%
OIA
205
Optimum Investment Advisors
Illinois
$22K
IF
206
Ironwood Financial
Arizona
$20K
MAM
207
McCarthy Asset Management
California
$19K +$89 +2 +0.5%
MWM
208
Mascoma Wealth Management
New Hampshire
$19K +$19K +429 New
RG
209
Retirement Group
California
$18K +$18K +400 New
WAS
210
Winch Advisory Services
Wisconsin
$17K -$25.7K -560 -60%
SA
211
SRH Advisors
Kansas
$15K
SCA
212
Stonebridge Capital Advisors
Minnesota
$14K -$70.2K -1,590 -83%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$12K
WQ
214
Wealth Quarterback
New Jersey
$12K +$45 +1 +0.4%
HR
215
Howe & Rusling
New York
$10K
MIM
216
Macroview Investment Management
Maryland
$9K
MA
217
Montag & Associates
Georgia
$9K
KTC
218
Kistler-Tiffany Companies
Pennsylvania
$9K +$4.78K +101 +113%
NSIM
219
North Star Investment Management
Illinois
$8K
GIA
220
Goodwin Investment Advisory
Georgia
$8K
CWP
221
Concord Wealth Partners
Virginia
$6K +$6K +129 New
AWM
222
AllSquare Wealth Management
New York
$5K
NFG
223
Next Financial Group
Texas
$5K
PCG
224
Private Capital Group
Connecticut
$4K
PGAM
225
Princeton Global Asset Management
New Jersey
$3K