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iShares Core Moderate Allocation ETF

179 hedge funds and large institutions have $392M invested in iShares Core Moderate Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 14 closing their positions.

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.68%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
21
Increased
72
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$75.8M 1,901,167 +52,600 +3%
TA
2
Tiedemann Advisors
New York
$62M 1,554,993 -72,686 -4%
LPL Financial
3
LPL Financial
California
$22.7M 570,329 +40,010 +8%
Bank of America
4
Bank of America
North Carolina
$18.4M 462,584 -150,019 -24%
TC
5
Trilogy Capital
California
$17.6M 431,489 -539,191 -56%
Wells Fargo
6
Wells Fargo
California
$11.7M 294,393 -351,460 -54%
Morgan Stanley
7
Morgan Stanley
New York
$10.4M 262,088 -30,341 -10%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.11M 228,487 +42,414 +23%
AL
9
Aspiriant LLC
California
$8.01M 200,913 +184,588 +1,131%
WCG
10
Weaver Consulting Group
California
$7.38M 185,170 +1,056 +0.6%
SWRP
11
Summit Wealth & Retirement Planning
California
$6.83M 171,276 +7,336 +4%
FIG
12
FundX Investment Group
California
$6.82M 171,093 -8,274 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.66M 167,015 -10,758 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.8M 145,431 +1,004 +0.7%
BCM
15
Brookstone Capital Management
Illinois
$5.65M 141,796 +72,618 +105%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$5.57M 139,691 +139,691 New
RWM
17
Reston Wealth Management
Virginia
$5.41M 135,713 -12,326 -8%
PAMG
18
Patton Albertson Miller Group
Tennessee
$5.23M 131,127 -75 -0.1%
Ameriprise
19
Ameriprise
Minnesota
$4.92M 123,442 +55,100 +81%
DWM
20
Darwin Wealth Management
Florida
$4.9M 122,980 -9,948 -7%
CAN
21
Cetera Advisor Networks
California
$4.21M 105,620 +57,889 +121%
GWM
22
Geneos Wealth Management
Colorado
$3.77M 95,116 +2,355 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.5M 87,848 +19,263 +28%
AWA
24
ARQ Wealth Advisors
Arizona
$3.25M 81,501 -1,624 -2%
FFC
25
Fure Financial Corporation
Minnesota
$2.9M 72,817 -3,292 -4%