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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $599M invested in iShares Core Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+20
Holders Change %
+8.66%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
201
Concourse Financial Group Securities
Alabama
$58K
PA
202
Parallel Advisors
California
$55K -$10.9K -240 -17%
AF
203
Affiance Financial
Minnesota
$53K
BWL
204
Bogart Wealth LLC
Virginia
$52K
GC
205
Gould Capital
Washington
$52K +$52K +1,145 New
JWA
206
JFS Wealth Advisors
Pennsylvania
$51K
CCM
207
Cribstone Capital Management
Maine
$51K +$4.97K +109 +11%
JFA
208
JNBA Financial Advisors
Minnesota
$50K +$1.22K +27 +3%
LPP
209
Life Planning Partners
Florida
$48K +$48K +1,039 New
OFG
210
Oxford Financial Group
Indiana
$47K
TFS
211
TrustCore Financial Services
Tennessee
$46K
WWM
212
Wolff Wiese Magana
California
$46K +$595 +13 +1%
GWMIA
213
Global Wealth Management Investment Advisory
Florida
$45K -$7.1K -155 -14%
SFM
214
Signet Financial Management
New Jersey
$45K +$45K +983 New
SJIA
215
St. James Investment Advisors
New York
$43K +$43K +941 New
SWM
216
Sugarloaf Wealth Management
Georgia
$36K
CWP
217
Concord Wealth Partners
Virginia
$33K +$27K +586 +454%
MWM
218
Mascoma Wealth Management
New Hampshire
$32K +$12.3K +269 +63%
LPWM
219
Lake Point Wealth Management
Texas
$27K +$3.58K +80 +15%
DAM
220
Delta Asset Management
Tennessee
$26K
SF
221
SBK Financial
Virginia
$24K +$24K +518 New
MBFW
222
Morton Brown Family Wealth
Pennsylvania
$24K +$24K +522 New
TSWM
223
Tyler-Stone Wealth Management
Ohio
$24K +$24K +528 New
OIA
224
Optimum Investment Advisors
Illinois
$23K
CWS
225
Confluence Wealth Services
Pennsylvania
$22K +$22K +500 New