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iShares Core Moderate Allocation ETF

188 hedge funds and large institutions have $413M invested in iShares Core Moderate Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
25
Increased
66
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$79.1M 1,927,765 +26,598 +1%
TA
2
Tiedemann Advisors
New York
$60.3M 1,468,057 -86,936 -6%
LPL Financial
3
LPL Financial
California
$24.4M 594,376 +24,047 +4%
Bank of America
4
Bank of America
North Carolina
$19.4M 473,408 +10,824 +2%
TC
5
Trilogy Capital
California
$17.3M 421,177 -10,312 -2%
Wells Fargo
6
Wells Fargo
California
$11.8M 286,729 -7,664 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.1M 270,265 +41,778 +18%
Morgan Stanley
8
Morgan Stanley
New York
$10.1M 246,159 -15,929 -6%
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$9.26M 225,638 +85,947 +62%
Truist Financial
10
Truist Financial
North Carolina
$9.02M 219,704 +208,477 +1,857%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.49M 206,880 +39,865 +24%
AL
12
Aspiriant LLC
California
$7.86M 191,360 -9,553 -5%
WCG
13
Weaver Consulting Group
California
$7.65M 186,301 +1,131 +0.6%
SWRP
14
Summit Wealth & Retirement Planning
California
$7.15M 174,128 +2,852 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.94M 144,674 -757 -0.5%
BCM
16
Brookstone Capital Management
Illinois
$5.67M 138,053 -3,743 -3%
RWM
17
Reston Wealth Management
Virginia
$5.54M 134,997 -716 -0.5%
PAMG
18
Patton Albertson Miller Group
Tennessee
$5.34M 130,048 -1,079 -0.8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.06M 123,349 +35,501 +40%
Ameriprise
20
Ameriprise
Minnesota
$4.94M 120,345 -3,097 -3%
GWM
21
Geneos Wealth Management
Colorado
$4.16M 101,933 +6,817 +7%
CAN
22
Cetera Advisor Networks
California
$4.15M 101,139 -4,481 -4%
AWA
23
ARQ Wealth Advisors
Arizona
$3.78M 92,120 +10,619 +13%
FFC
24
Fure Financial Corporation
Minnesota
$2.96M 72,054 -763 -1%
FFN
25
Focus Financial Network
Minnesota
$2.69M 65,617 +65,617 New