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iShares Core Moderate Allocation ETF

228 hedge funds and large institutions have $453M invested in iShares Core Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-23
Holders Change %
-9.16%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
80
Reduced
91
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
201
Cribstone Capital Management
Maine
$32K +$117 +3 +0.4%
SWM
202
Sugarloaf Wealth Management
Georgia
$31K
GWMIA
203
Global Wealth Management Investment Advisory
Florida
$29K -$10.4K -268 -26%
MWM
204
Mascoma Wealth Management
New Hampshire
$27K +$39 +1 +0.1%
IWP
205
IAG Wealth Partners
Wisconsin
$22K +$22K +559 New
CWP
206
Concord Wealth Partners
Virginia
$21K -$8K -203 -28%
TSWM
207
Tyler-Stone Wealth Management
Ohio
$21K
MBFW
208
Morton Brown Family Wealth
Pennsylvania
$20K
Fidelity Investments
209
Fidelity Investments
Massachusetts
$19K -$35.3K -909 -65%
BA
210
Bellwether Advisors
Nebraska
$19K +$1.62K +42 +9%
LPWM
211
Lake Point Wealth Management
Texas
$18K -$10.2K -260 -36%
NSIM
212
North Star Investment Management
Illinois
$18K +$39 +1 +0.2%
HWMA
213
Heritage Wealth Management (Arizona)
Arizona
$17.9K -$90.5K -2,323 -83%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$17K +$17K +445 New
MIM
215
Macroview Investment Management
Maryland
$14K
SCA
216
Stonebridge Capital Advisors
Minnesota
$12K +$37 +1 +0.3%
HR
217
Howe & Rusling
New York
$9K
MA
218
Montag & Associates
Georgia
$8K
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$7K +$36 +1 +0.5%
CPFP
220
Clear Perspectives Financial Planning
Ohio
$6K -$80K -1,920 -93%
AWM
221
AllSquare Wealth Management
New York
$5K
RCM
222
Rain Capital Management
Oregon
$3K
PGAM
223
Princeton Global Asset Management
New Jersey
$2K
GIA
224
Goodwin Investment Advisory
Georgia
$1.09K
FCA
225
FinTrust Capital Advisors
South Carolina
$1K