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iShares Core Moderate Allocation ETF

235 hedge funds and large institutions have $444M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
87
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
201
Glass Jacobson Investment Advisors
Maryland
$26.9K
AIC
202
Archer Investment Corporation
Indiana
$26.5K -$4.3K -100 -14%
WWM
203
Wolff Wiese Magana
California
$26.5K +$86 +2 +0.3%
BWL
204
Bogart Wealth LLC
Virginia
$25.6K
OFG
205
Oxford Financial Group
Indiana
$23.7K
MWM
206
Mascoma Wealth Management
New Hampshire
$21.6K -$301 -7 -1%
UCB
207
United Community Bank
South Carolina
$21.5K +$21.5K +500 New
TSWM
208
Tyler-Stone Wealth Management
Ohio
$21.5K +$43 +1 +0.2%
DAM
209
Delta Asset Management
Tennessee
$20.4K
MIM
210
Macroview Investment Management
Maryland
$18.2K +$86 +2 +0.5%
IA
211
IFP Advisors
Florida
$17.7K +$10.8K +250 +155%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$16.8K +$5.85K +136 +53%
CAL
213
Capital Analysts LLC
Pennsylvania
$16K +$87 +2 +0.5%
LTI
214
Laffer Tengler Investments
Tennessee
$15.6K +$15.6K +363 New
TCG
215
Transcendent Capital Group
Oklahoma
$14.7K
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$14.4K -$40.5K -942 -74%
AssetMark Inc
217
AssetMark Inc
California
$11.8K -$66K -1,535 -85%
WPA
218
West Paces Advisors
Georgia
$11.6K
NS
219
NBC Securities
Alabama
$8K
FFA
220
Farther Finance Advisors
California
$7.78K
CWP
221
Concord Wealth Partners
Virginia
$7.77K +$43 +1 +0.6%
TCM
222
TruNorth Capital Management
Michigan
$7.74K +$7.74K +180 New
UWS
223
Unique Wealth Strategies
Illinois
$7.19K +$7.19K +168 New
ACA
224
American Capital Advisory
Idaho
$5.6K
CFD
225
Creative Financial Designs
Indiana
$5.08K -$3.96K -92 -44%