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iShares Core Moderate Allocation ETF

175 hedge funds and large institutions have $397M invested in iShares Core Moderate Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
175
Holders Change
-16
Holders Change %
-8.38%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
14
Increased
57
Reduced
71
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$67.9M 1,848,567 +158,634 +9%
TA
2
Tiedemann Advisors
New York
$59.8M 1,627,679 -463,308 -22%
TC
3
Trilogy Capital
California
$37M 970,680 +763,397 +368%
Wells Fargo
4
Wells Fargo
California
$23.7M 645,853 +32,431 +5%
Bank of America
5
Bank of America
North Carolina
$22.5M 612,603 -246,658 -29%
LPL Financial
6
LPL Financial
California
$19.5M 530,319 +86,271 +19%
Morgan Stanley
7
Morgan Stanley
New York
$10.7M 292,429 +47,096 +19%
SW
8
SlateStone Wealth
Florida
$8.17M 222,319 -39,695 -15%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.84M 186,073 +186,073 New
WCG
10
Weaver Consulting Group
California
$6.76M 184,114 +6,497 +4%
FIG
11
FundX Investment Group
California
$6.59M 179,367 +179,367 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.53M 177,773 -38,952 -18%
SWRP
13
Summit Wealth & Retirement Planning
California
$6.02M 163,940 +5,003 +3%
RWM
14
Reston Wealth Management
Virginia
$5.44M 148,039 -34,094 -19%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.31M 144,427 -39,765 -22%
RJA
16
Raymond James & Associates
Florida
$5.15M 140,295 +111,916 +394%
UBS Group
17
UBS Group
Switzerland
$5.05M 137,311 +89,255 +186%
DWM
18
Darwin Wealth Management
Florida
$4.88M 132,928 -385 -0.3%
PAMG
19
Patton Albertson Miller Group
Tennessee
$4.82M 131,202 -6,989 -5%
BC
20
Brinker Capital
Pennsylvania
$3.87M 105,397 +10,474 +11%
Truist Financial
21
Truist Financial
North Carolina
$3.52M 95,716 +86,729 +965%
GWM
22
Geneos Wealth Management
Colorado
$3.38M 92,761 +1,359 +1%
AWA
23
ARQ Wealth Advisors
Arizona
$3.05M 83,125 +83,125 New
FFC
24
Fure Financial Corporation
Minnesota
$2.8M 76,109 -54 -0.1%
BCM
25
Brookstone Capital Management
Illinois
$2.54M 69,178 -16,588 -19%