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iShares Core Moderate Allocation ETF

231 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
231
Holders Change
-5
Holders Change %
-2.12%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
18
Increased
102
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$97.8M 2,185,137 -14,059 -0.6%
TA
2
Tiedemann Advisors
New York
$68.9M 1,540,276 -56,432 -4%
AWM
3
AE Wealth Management
Kansas
$57.8M 1,290,787 +1,088,371 +538%
LPL Financial
4
LPL Financial
California
$39.4M 880,833 +61,641 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$17M 378,963 +6,094 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.5M 368,595 +37,306 +11%
Bank of America
7
Bank of America
North Carolina
$15.2M 340,305 +5,953 +2%
TC
8
Trilogy Capital
California
$14.4M 321,882 -12,796 -4%
Morgan Stanley
9
Morgan Stanley
New York
$13M 290,988 +10,086 +4%
Wells Fargo
10
Wells Fargo
California
$12.1M 269,974 +13,252 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10.1M 226,065 +23,699 +12%
AL
12
Aspiriant LLC
California
$8.38M 187,386 +4,862 +3%
WCG
13
Weaver Consulting Group
California
$8.22M 183,632 +1,461 +0.8%
AIC
14
Ameritas Investment Company
Nebraska
$7.51M 167,902 +166,602 +12,816%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.58M 147,121 +38,249 +35%
TCMP
16
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.61M 125,395 +25,270 +25%
BCM
17
Brookstone Capital Management
Illinois
$5.08M 113,453 -21,699 -16%
GWM
18
Geneos Wealth Management
Colorado
$5.07M 113,084 +991 +0.9%
BFA
19
Beacon Financial Advisory
Ohio
$4.8M 107,340 -301 -0.3%
SWRP
20
Summit Wealth & Retirement Planning
California
$4.51M 100,864 -106,696 -51%
Ameriprise
21
Ameriprise
Minnesota
$4.37M 97,634 -27,483 -22%
FAIM
22
Financial Advocates Investment Management
Washington
$4.37M 97,635 +3,324 +4%
CAN
23
Cetera Advisor Networks
California
$4.36M 97,340 -1,596 -2%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$4.22M 94,260 -2,975 -3%
PAMG
25
Patton Albertson Miller Group
Tennessee
$4.15M 92,640 -19,075 -17%