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iShares Core Moderate Allocation ETF
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Overview Fund Activity

236 hedge funds and large institutions have $572M invested in iShares Core Moderate Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
4.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
31
Increased
88
Reduced
77
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
Weitzel Financial Services
Iowa
$44.1M
2
TA
Tiedemann Advisors
New York
$71.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
BlackRock
BlackRock
New York
$99.1M
5
LPL Financial
LPL Financial
California
$36.9M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
$5.82M
2
AWM
AE Wealth Management
Kansas
$9.12M
3
CFD
Creative Financial Designs
Indiana
$63K
4
Jane Street
Jane Street
New York
$0
5
PPA
Parametric Portfolio Associates
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
226
North Star Investment Management
Illinois
$8K +$44 +1 +0.6%
PWP
227
Personal Wealth Partners
Minnesota
$7K +$7K +157 New
FCA
228
FinTrust Capital Advisors
South Carolina
$5K – – –
NFG
229
Next Financial Group
Texas
$5K – – –
AWM
230
AllSquare Wealth Management
New York
$5K – – –
PCG
231
Private Capital Group
Connecticut
$4K – – –
KTC
232
Kistler-Tiffany Companies
Pennsylvania
$4K +$4K +89 New
RCM
233
Rain Capital Management
Oregon
$3K – – –
PGAM
234
Princeton Global Asset Management
New Jersey
$3K – – –
FF
235
FourThought Financial
Florida
$1K – – –
RCA
236
Ranch Capital Advisors
Florida
$1K – – –
IPW
237
IronBridge Private Wealth
Texas
$1K – – –
Jane Street
238
Jane Street
New York
– -$2.09M -47,867 Closed
PPA
239
Parametric Portfolio Associates
Washington
– -$1.85M -42,440 Closed
MSA
240
Marino Stram & Associates
Massachusetts
– -$962K -22,081 Closed
HighTower Advisors
241
HighTower Advisors
Illinois
– -$652K -14,995 Closed
CSIA
242
Charles Schwab Investment Advisory
California
– -$238K -5,455 Closed
FIG
243
FundX Investment Group
California
– -$231K -5,298 Closed
SW
244
StrongBox Wealth
Missouri
– -$200K -4,594 Closed
IAIM
245
International Assets Investment Management
Florida
– -$110K -2,537 Closed
SFS
246
Sowell Financial Services
Arkansas
– -$104K -2,321 Closed
CL
247
COWA LLC
Oklahoma
– -$71K -1,620 Closed
EK
248
Evensky & Katz
Florida
– -$35K -810 Closed
CAC
249
Certified Advisory Corp
Florida
– -$35K -810 Closed
MWM
250
Mascoma Wealth Management
New Hampshire
– -$18K -417 Closed
7 8 9
10
11