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iShares Core Moderate Allocation ETF

256 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
256
Holders Change
+23
Holders Change %
+9.87%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
45
Increased
119
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$119M 2,747,637 +18,142 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$47.7M 1,098,462 +743,704 +210%
Wells Fargo
3
Wells Fargo
California
$42.1M 969,069 +737,023 +318%
LPL Financial
4
LPL Financial
California
$41.3M 949,981 +11,282 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$31.9M 735,114 +735,114 New
Ameriprise
6
Ameriprise
Minnesota
$17.5M 402,658 +146,600 +57%
FIA
7
Foundations Investment Advisors
Arizona
$15.5M 356,996 +52,973 +17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.8M 318,442 +27,717 +10%
WFS
9
Weitzel Financial Services
Iowa
$11.9M 274,150 +4,159 +2%
HIP
10
HUB Investment Partners
Texas
$11.1M 254,693 +22,257 +10%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.88M 204,376 +36,092 +21%
FFN
12
Focus Financial Network
Minnesota
$8.23M 189,506 +21,404 +13%
Bank of America
13
Bank of America
North Carolina
$8.15M 187,702 +1,000 +0.5%
AT
14
American Trust
Kentucky
$7.21M 165,906 +165,906 New
WCG
15
Weaver Consulting Group
California
$6.95M 160,104 +2,238 +1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.54M 150,450 -4,977 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.33M 145,594 -2,218 -2%
IAG
18
Investment Advisory Group
Massachusetts
$5.83M 134,314 +3,934 +3%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$5.23M 120,474 +28,098 +30%
E3F
20
Eight 31 Financial
Texas
$5M 115,214 -616 -0.5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.97M 114,459 +114,459 New
AAS
22
Ameritas Advisory Services
Nebraska
$4.89M 112,588 +45,564 +68%
RFM
23
Royal Fund Management
Florida
$4.43M 101,658 +1,271 +1%
RL
24
Retireful LLC
Michigan
$4.38M 100,834 +100,834 New
CWA
25
Consilium Wealth Advisory
Texas
$4.26M 98,104 +1,421 +1%