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iShares Core Moderate Allocation ETF

252 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 21 closing their positions.

Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
47
Increased
97
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$105M 2,517,699 +19,058 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$71.1M 1,712,152 +1,154,917 +207%
RJA
3
Raymond James & Associates
Florida
$42.2M 1,016,474 +979,897 +2,679%
Wells Fargo
4
Wells Fargo
California
$40.8M 981,767 +764,806 +353%
LPL Financial
5
LPL Financial
California
$38.9M 937,373 +36,435 +4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$16.5M 398,196 +384,706 +2,852%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.3M 344,271 -110,593 -24%
Osaic Holdings
8
Osaic Holdings
Arizona
$12M 289,157 -68,443 -19%
KCPG
9
Kavar Capital Partners Group
Kansas
$11.4M 274,530 +274,530 New
WFS
10
Weitzel Financial Services
Iowa
$10.2M 246,421 +17,982 +8%
Bank of America
11
Bank of America
North Carolina
$9M 216,869 -161,226 -43%
Ameriprise
12
Ameriprise
Minnesota
$8.84M 212,868 +128,718 +153%
AWM
13
AE Wealth Management
Kansas
$7.93M 191,605 -54,144 -22%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.73M 162,003 -8,612 -5%
WCG
15
Weaver Consulting Group
California
$6.39M 153,871 -7,452 -5%
AG
16
AlTi Global
New York
$6.37M 153,573 +153,573 New
CWA
17
Consilium Wealth Advisory
Texas
$5.51M 132,706 +25,184 +23%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.49M 132,301 +16,265 +14%
IAG
19
Investment Advisory Group
Massachusetts
$4.99M 120,182 +4,533 +4%
BCM
20
Brookstone Capital Management
Illinois
$4.91M 118,373 +3,793 +3%
BCI
21
Brinker Capital Investments
Pennsylvania
$4.62M 112,171 +112,171 New
OPS
22
Orion Portfolio Solutions
Nebraska
$4.62M 112,171 +112,171 New
Truist Financial
23
Truist Financial
North Carolina
$4.28M 103,114 -3,474 -3%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$4.24M 102,166 -7,938 -7%
PA
25
Paragon Advisors
Texas
$3.91M 94,149 +21,233 +29%