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iShares Core Moderate Allocation ETF

252 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
47
Increased
97
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GC
201
Gould Capital
Washington
$61.8K -$2.28K -55 -4%
TFGT
202
TS Financial Group (TSFG)
Illinois
$58K
JFA
203
JNBA Financial Advisors
Minnesota
$52.2K +$1.74K +42 +3%
GWM
204
Geneos Wealth Management
Colorado
$51.7K
APC
205
Aspire Private Capital
North Carolina
$50.6K +$5.69K +137 +13%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$45.1K -$13.2K -317 -23%
CP
207
Castleview Partners
Texas
$42.1K +$5.52K +133 +15%
SS
208
Sunbelt Securities
Texas
$37.6K +$83 +2 +0.2%
TVAMP
209
Tennessee Valley Asset Management Partners
Tennessee
$36.6K +$36.6K +882 New
RBA
210
Richard Bernstein Advisors
New York
$33.4K -$333K -8,026 -91%
SWM
211
Sugarloaf Wealth Management
Georgia
$33.2K
AWM
212
Able Wealth Management
New Jersey
$33K +$33K +796 New
AIC
213
Archer Investment Corporation
Indiana
$31.8K
HCM
214
Hollencrest Capital Management
California
$31.8K
LPP
215
Life Planning Partners
Florida
$29.9K +$29.9K +720 New
WWM
216
Wolff Wiese Magana
California
$28K -$14.2K -342 -34%
MWM
217
Mascoma Wealth Management
New Hampshire
$25.9K
GJIA
218
Glass Jacobson Investment Advisors
Maryland
$25.9K
BWL
219
Bogart Wealth LLC
Virginia
$24.7K -$9.63K -232 -28%
OFG
220
Oxford Financial Group
Indiana
$22.9K -$15.7K -378 -41%
MBFW
221
Morton Brown Family Wealth
Pennsylvania
$21.7K
PCWA
222
Pacific Capital Wealth Advisors
California
$20.8K +$20.8K +502 New
HWP
223
Highline Wealth Partners
California
$20.8K
TSWM
224
Tyler-Stone Wealth Management
Ohio
$20.7K
DAM
225
Delta Asset Management
Tennessee
$19.7K