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iShares Core Moderate Allocation ETF

235 hedge funds and large institutions have $444M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 25 closing their positions.

Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
87
Reduced
95
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$117M 2,727,773 +64,086 +2%
LPL Financial
2
LPL Financial
California
$38.8M 901,215 -28,241 -3%
Morgan Stanley
3
Morgan Stanley
New York
$16.1M 373,300 +41,904 +13%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.8M 298,401 -12,895 -4%
FIA
5
Foundations Investment Advisors
Arizona
$11.7M 273,153 +273,153 New
WFS
6
Weitzel Financial Services
Iowa
$11.3M 263,461 +9,125 +4%
Ameriprise
7
Ameriprise
Minnesota
$10.5M 244,573 +47,000 +24%
HIP
8
HUB Investment Partners
Texas
$9.56M 222,362 +217,589 +4,559%
Bank of America
9
Bank of America
North Carolina
$8.93M 207,602 +45 +0%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.41M 172,186 -89,867 -34%
Wells Fargo
11
Wells Fargo
California
$7.37M 171,364 -57,723 -25%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7M 162,698 +28,240 +21%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.88M 159,947 -5,633 -3%
WCG
14
Weaver Consulting Group
California
$6.73M 156,484 +1,576 +1%
Jane Street
15
Jane Street
New York
$6.19M 143,967 +38,160 +36%
IAG
16
Investment Advisory Group
Massachusetts
$5.53M 128,525 -447 -0.3%
AG
17
AlTi Global
New York
$4.95M 115,137 -14,783 -11%
E3F
18
Eight 31 Financial
Texas
$4.88M 113,525 +97,634 +614%
BCM
19
Brookstone Capital Management
Illinois
$4.7M 107,770 -11,423 -10%
FFN
20
Focus Financial Network
Minnesota
$4.39M 100,673 -52,693 -34%
Truist Financial
21
Truist Financial
North Carolina
$4.2M 97,727 -4,879 -5%
CWA
22
Consilium Wealth Advisory
Texas
$4.17M 96,910 -1,102 -1%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.96M 92,081 -1,487 -2%
RFM
24
Royal Fund Management
Florida
$3.67M 85,027 +2,120 +3%
LPAM
25
Lodestar Private Asset Management
California
$3.59M 83,513 +3,988 +5%