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iShares Core Moderate Allocation ETF

221 hedge funds and large institutions have $403M invested in iShares Core Moderate Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
24
Increased
78
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
201
FinTrust Capital Advisors
South Carolina
$16K +$15.3K +408 +2,267%
SJIA
202
St. James Investment Advisors
New York
$15K -$20K -537 -57%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$13K -$4.23K -120 -25%
MIM
204
Macroview Investment Management
Maryland
$13K
NSIM
205
North Star Investment Management
Illinois
$10K -$6.73K -185 -40%
FCAS
206
First Command Advisory Services
Texas
$9K +$9K +642 New
HR
207
Howe & Rusling
New York
$8K
MA
208
Montag & Associates
Georgia
$7K
KTC
209
Kistler-Tiffany Companies
Pennsylvania
$7K
CCM
210
Cribstone Capital Management
Maine
$6K -$26.6K -670 -82%
AWM
211
AllSquare Wealth Management
New York
$4K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$4K +$4K +100 New
RCM
213
Rain Capital Management
Oregon
$3K +$38 +1 +1%
PGAM
214
Princeton Global Asset Management
New Jersey
$2K
KFI
215
Key Financial Inc
Pennsylvania
$1K
SAM
216
Strategic Asset Management
Minnesota
$1K +$34 +1 +4%
NC
217
NewSquare Capital
Pennsylvania
$1K +$1K +29 New
FHC
218
First Heartland Consultants
Missouri
$500 +$16 +435 +3%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$262 +$15 +389 +6%
Franklin Resources
220
Franklin Resources
California
-$2.44M -62,723 Closed
Goldman Sachs
221
Goldman Sachs
New York
-$2.18M -55,915 Closed
HIP
222
Harrell Investment Partners
Texas
-$1.84M -47,303 Closed
AI
223
Atria Investments
North Carolina
-$1.32M -33,766 Closed
OC
224
Oppenheimer & Co
New York
-$1.13M -28,869 Closed
VAS
225
Vestmark Advisory Solutions
Massachusetts
-$525K -13,469 Closed