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iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $426M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 98 reducing their positions, and 37 closing their positions.

Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
78
Reduced
98
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$114M 2,663,687 +145,988 +6%
LPL Financial
2
LPL Financial
California
$39.8M 929,456 -7,917 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$14.2M 331,396 -1,380,756 -81%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.3M 311,296 -32,975 -10%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.2M 262,053 -27,104 -9%
WFS
6
Weitzel Financial Services
Iowa
$10.8M 254,336 +7,915 +3%
Wells Fargo
7
Wells Fargo
California
$9.8M 229,087 -752,680 -77%
Bank of America
8
Bank of America
North Carolina
$8.88M 207,557 -9,312 -4%
Ameriprise
9
Ameriprise
Minnesota
$8.43M 197,573 -15,295 -7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$7.08M 165,580 +3,577 +2%
WCG
11
Weaver Consulting Group
California
$6.63M 154,908 +1,037 +0.7%
FFN
12
Focus Financial Network
Minnesota
$6.32M 153,366 +72,840 +90%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.75M 134,458 +2,157 +2%
AG
14
AlTi Global
New York
$5.56M 129,920 -23,653 -15%
IAG
15
Investment Advisory Group
Massachusetts
$5.52M 128,972 +8,790 +7%
WANY
16
Wealthspire Advisors (New York)
New York
$5.43M 126,992 +126,992 New
BCM
17
Brookstone Capital Management
Illinois
$5.1M 119,193 +820 +0.7%
WA
18
Waverly Advisors
Alabama
$4.55M 106,242 +32,824 +45%
Jane Street
19
Jane Street
New York
$4.53M 105,807 +58,356 +123%
Truist Financial
20
Truist Financial
North Carolina
$4.39M 102,606 -508 -0.5%
CWA
21
Consilium Wealth Advisory
Texas
$4.19M 98,012 -34,694 -26%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$4M 93,568 -8,598 -8%
UBS Group
23
UBS Group
Switzerland
$3.58M 83,663 -5,289 -6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.58M 83,594 +70,342 +531%
RFM
25
Royal Fund Management
Florida
$3.55M 82,907 +5,452 +7%