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iShares Core Moderate Allocation ETF

248 hedge funds and large institutions have $686M invested in iShares Core Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+27
Holders Change %
+12.22%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
53
Increased
85
Reduced
86
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
201
Huntington National Bank
Ohio
$70.1K
GC
202
Gould Capital
Washington
$65.8K +$2.59K +68 +4%
HIA
203
Harbor Investment Advisory
Maryland
$65.6K +$3.5K +92 +6%
APC
204
Aspire Private Capital
North Carolina
$57.8K +$874 +23 +2%
TFGT
205
TS Financial Group (TSFG)
Illinois
$53K
WPA
206
West Paces Advisors
Georgia
$50K +$50K +1,315 New
CA
207
CoreCap Advisors
Michigan
$50K +$50K +1,315 New
AssetMark Inc
208
AssetMark Inc
California
$49.7K +$6.58K +173 +15%
MCC
209
Money Concepts Capital
Florida
$49.5K +$49.5K +1,303 New
JFA
210
JNBA Financial Advisors
Minnesota
$46.5K +$1.9K +50 +4%
BWL
211
Bogart Wealth LLC
Virginia
$43.7K
CFGS
212
Concourse Financial Group Securities
Alabama
$41.8K
MWM
213
Mascoma Wealth Management
New Hampshire
$40.6K +$13.9K +367 +52%
TFS
214
TrustCore Financial Services
Tennessee
$38.8K
WWM
215
Wolff Wiese Magana
California
$38.4K +$76 +2 +0.2%
OFG
216
Oxford Financial Group
Indiana
$35.3K
ACA
217
Aptus Capital Advisors
Alabama
$32K +$228 +6 +0.7%
SWM
218
Sugarloaf Wealth Management
Georgia
$30.4K
HCM
219
Hollencrest Capital Management
California
$29.1K +$29.1K +765 New
HWMA
220
Heritage Wealth Management (Arizona)
Arizona
$27.5K +$11.4K +299 +70%
LFG
221
Larson Financial Group
Missouri
$26.9K +$26.9K +708 New
BA
222
Bellwether Advisors
Nebraska
$20.9K +$1.1K +29 +6%
CWP
223
Concord Wealth Partners
Virginia
$20.7K +$20.7K +544 New
RFG
224
RFP Financial Group
Georgia
$20.6K +$20.6K +542 New
DAM
225
Delta Asset Management
Tennessee
$20.3K +$20.3K +535 New