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iShares Core Moderate Allocation ETF

221 hedge funds and large institutions have $403M invested in iShares Core Moderate Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 29 closing their positions.

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
24
Increased
78
Reduced
86
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$85.1M 2,325,382 -15,768 -0.7%
TA
2
Tiedemann Advisors
New York
$52.6M 1,436,945 -130,807 -8%
LPL Financial
3
LPL Financial
California
$30.3M 828,861 -30,115 -4%
Morgan Stanley
4
Morgan Stanley
New York
$17.7M 484,514 -75,909 -14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.1M 467,228 +10,344 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.6M 315,650 -48,908 -13%
Wells Fargo
7
Wells Fargo
California
$10.5M 286,371 -22,581 -7%
RJA
8
Raymond James & Associates
Florida
$9.86M 269,409 +170,594 +173%
AAS
9
Ameritas Advisory Services
Nebraska
$8.71M 237,926 -110 -0%
Bank of America
10
Bank of America
North Carolina
$8.67M 236,715 +42,138 +22%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.57M 206,832 -9,825 -5%
AWM
12
AE Wealth Management
Kansas
$7.52M 205,347 +14,717 +8%
WCG
13
Weaver Consulting Group
California
$7.01M 191,395 +12,098 +7%
WFS
14
Weitzel Financial Services
Iowa
$5.59M 152,719 +38,604 +34%
TCMP
15
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.14M 140,378 +3,258 +2%
LAM
16
LFS Asset Management
California
$4.7M 128,460 +14,605 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.55M 124,248 -104 -0.1%
BCM
18
Brookstone Capital Management
Illinois
$4.03M 110,965 -32,531 -23%
IAG
19
Investment Advisory Group
Massachusetts
$3.99M 108,981 +1,035 +1%
Ameriprise
20
Ameriprise
Minnesota
$3.24M 88,571 -9,084 -9%
FFN
21
Focus Financial Network
Minnesota
$3.23M 88,359 +1,760 +2%
AL
22
Aspiriant LLC
California
$3.04M 83,071 +8,560 +11%
BFA
23
Beacon Financial Advisory
Ohio
$3.01M 82,316 +433 +0.5%
RFM
24
Royal Fund Management
Florida
$2.81M 76,638 -1,050 -1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.49M 67,918 +13,757 +25%