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iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $632M invested in iShares Core Moderate Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 31 closing their positions.

Holders
251
Holders Change
Holders Change %
0%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
78
Reduced
86
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$100M 2,334,821 +140,704 +6%
TA
2
Tiedemann Advisors
New York
$65.8M 1,530,555 +13,511 +0.9%
WA
3
WestEnd Advisors
North Carolina
-27,366 Closed
AWM
4
AE Wealth Management
Kansas
$52.6M 1,223,728 +811,577 +197%
LPL Financial
5
LPL Financial
California
$39.6M 922,053 +3,897 +0.4%
BCI
6
Brinker Capital Investments
Pennsylvania
$20.2M 469,223 +454,184 +3,020%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$18.6M 433,871 +9,051 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$16M 385,765 -5,810 -1%
Morgan Stanley
9
Morgan Stanley
New York
$14M 325,743 +2,706 +0.8%
Wells Fargo
10
Wells Fargo
California
$12.2M 282,779 -103,655 -27%
AAS
11
Ameritas Advisory Services
Nebraska
$9.8M 228,146 +26,317 +13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$9.5M 221,050 -5,748 -3%
Bank of America
13
Bank of America
North Carolina
$8.27M 192,515 -191,770 -50%
AL
14
Aspiriant LLC
California
$7.81M 181,713 +8,058 +5%
WCG
15
Weaver Consulting Group
California
$7.65M 178,010 -3,457 -2%
PPA
16
Parametric Portfolio Associates
Washington
$7.57M 176,253 -92,126 -34%
BCM
17
Brookstone Capital Management
Illinois
$7.47M 178,559 +44,778 +33%
TCMP
18
Thrive Capital Management (Pennsylvania)
Pennsylvania
$6.97M 162,262 -28,215 -15%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.72M 133,072 -34,132 -20%
SFP
20
Sweet Financial Partners
Minnesota
$5.64M 131,235 +131,235 New
FA
21
FDx Advisors
Illinois
$5.57M 129,512 +129,512 New
IAG
22
Investment Advisory Group
Massachusetts
$4.68M 108,788 +1,399 +1%
Ameriprise
23
Ameriprise
Minnesota
$4.34M 100,990 -108,632 -52%
FAIM
24
Financial Advocates Investment Management
Washington
$4.24M 98,680 -450 -0.5%
PAMG
25
Patton Albertson Miller Group
Tennessee
$4.09M 95,283 -20,928 -18%