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iShares Core Moderate Allocation ETF

226 hedge funds and large institutions have $563M invested in iShares Core Moderate Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
226
Holders Change
+38
Holders Change %
+20.21%
% of All Funds
4.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
58
Increased
80
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$84.9M 1,965,769 +38,004 +2%
TA
2
Tiedemann Advisors
New York
$60.8M 1,408,391 -59,666 -4%
AWM
3
AE Wealth Management
Kansas
$43.6M 1,008,714 +966,163 +2,271%
SS
4
Simplicity Solutions
Minnesota
$39.6M 916,950 +903,001 +6,474%
LPL Financial
5
LPL Financial
California
$28.4M 656,565 +62,189 +10%
TC
6
Trilogy Capital
California
$23M 532,533 +111,356 +26%
Bank of America
7
Bank of America
North Carolina
$21.9M 506,242 +32,834 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$15.7M 363,820 +93,555 +35%
BCM
9
Brookstone Capital Management
Illinois
$12.9M 297,932 +159,879 +116%
Wells Fargo
10
Wells Fargo
California
$12.6M 290,682 +3,953 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.3M 260,659 +53,779 +26%
Morgan Stanley
12
Morgan Stanley
New York
$11M 255,066 +8,907 +4%
Truist Financial
13
Truist Financial
North Carolina
$9.09M 210,357 -9,347 -4%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$8.16M 188,950 -36,688 -16%
WCG
15
Weaver Consulting Group
California
$7.95M 184,080 -2,221 -1%
AL
16
Aspiriant LLC
California
$7.9M 182,986 -8,374 -4%
SWRP
17
Summit Wealth & Retirement Planning
California
$7.52M 173,998 -130 -0.1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.11M 141,413 +18,064 +15%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.96M 137,952 -6,722 -5%
RWM
20
Reston Wealth Management
Virginia
$5.64M 130,445 -4,552 -3%
PAMG
21
Patton Albertson Miller Group
Tennessee
$5.25M 119,365 -10,683 -8%
Ameriprise
22
Ameriprise
Minnesota
$5.14M 118,891 -1,454 -1%
IPW
23
IronBridge Private Wealth
Texas
$4.99M 115,465 +115,465 New
FI
24
FormulaFolio Investments
Michigan
$4.88M 113,015 +113,015 New
GWM
25
Geneos Wealth Management
Colorado
$4.78M 116,152 +14,219 +14%