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iShares Core Moderate Allocation ETF

225 hedge funds and large institutions have $443M invested in iShares Core Moderate Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-23
Holders Change %
-9.27%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
26
Increased
68
Reduced
97
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
201
Sunbelt Securities
Texas
$22.9K +$22.9K +578 New
BA
202
Bellwether Advisors
Nebraska
$22.6K +$678 +17 +3%
CWP
203
Concord Wealth Partners
Virginia
$21.7K
TWM
204
Tradition Wealth Management
Minnesota
$20K +$20K +490 New
DAM
205
Delta Asset Management
Tennessee
$19.9K -$1.4K -35 -7%
WP
206
WealthShield Partners
North Carolina
$18.8K +$18.8K +472 New
CWA
207
Clearview Wealth Advisors
Oregon
$18.1K
AF
208
Advisornet Financial
Minnesota
$17.7K -$250K -6,268 -93%
CFD
209
Creative Financial Designs
Indiana
$17K +$6.61K +166 +63%
MIM
210
Macroview Investment Management
Maryland
$14.3K
SIA
211
SkyView Investment Advisors
New Jersey
$13K +$13K +323 New
NSIM
212
North Star Investment Management
Illinois
$10.5K
Fidelity Investments
213
Fidelity Investments
Massachusetts
$9.85K -$4.82K -121 -33%
RBA
214
Richard Bernstein Advisors
New York
$9.57K +$9.57K +240 New
CAL
215
Capital Analysts LLC
Pennsylvania
$7K +$7K +182 New
HGERS
216
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6K +159 New
RFG
217
RFP Financial Group
Georgia
$5.57K -$16K -402 -74%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$4.41K -$207 -5,186 -4%
NC
219
NewSquare Capital
Pennsylvania
$4.03K +$1.24K +31 +44%
AA
220
Ancora Advisors
Ohio
$3.83K +$3.83K +96 New
KTC
221
Kistler-Tiffany Companies
Pennsylvania
$3.68K
IGWM
222
ICA Group Wealth Management
Colorado
$3.39K
RCM
223
Rain Capital Management
Oregon
$3.19K +$40 +1 +1%
PGAM
224
Princeton Global Asset Management
New Jersey
$2.31K
KFI
225
Key Financial Inc
Pennsylvania
$1.04K