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iShares Core Moderate Allocation ETF
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Overview Fund Activity

251 hedge funds and large institutions have $632M invested in iShares Core Moderate Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
–
Holders Change %
0%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
78
Reduced
86
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$52.6M
2
BCI
Brinker Capital Investments
Pennsylvania
$20.2M
3
BlackRock
BlackRock
New York
$100M
4
SFP
Sweet Financial Partners
Minnesota
$5.64M
5
FA
FDx Advisors
Illinois
$5.57M

Top Sellers

1
CIA
Compass Ion Advisors
Pennsylvania
$318K
2
TC
Trilogy Capital
California
$379K
3
Bank of America
Bank of America
North Carolina
$8.27M
4
GM
GeoWealth Management
Illinois
$1.75M
5
Ameriprise
Ameriprise
Minnesota
$4.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
226
Tyler-Stone Wealth Management
Ohio
$23K – – –
MBFW
227
Morton Brown Family Wealth
Pennsylvania
$22K – – –
NSIM
228
North Star Investment Management
Illinois
$20K – – –
MAM
229
McCarthy Asset Management
California
$19K – – –
BA
230
Bellwether Advisors
Nebraska
$19K +$18.6K +443 +4,922%
MIM
231
Macroview Investment Management
Maryland
$15K +$7.04K +168 +88%
SCA
232
Stonebridge Capital Advisors
Minnesota
$14K – – –
PFS
233
Prospera Financial Services
Texas
$13K +$13K +296 New
SC
234
Stephens Consulting
Michigan
$12.4K – – –
DHGWA
235
Dixon Hughes Goodman Wealth Advisors
North Carolina
$11K – – –
HR
236
Howe & Rusling
New York
$10K – – –
ADL
237
Asset Dedication LLC
California
$10K – – –
MA
238
Montag & Associates
Georgia
$9K – – –
KTC
239
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
AWM
240
AllSquare Wealth Management
New York
$5K – – –
PCG
241
Private Capital Group
Connecticut
$4K – – –
RCM
242
Rain Capital Management
Oregon
$3K – – –
RCM
243
Raleigh Capital Management
North Carolina
$3K +$3K +74 New
PGAM
244
Princeton Global Asset Management
New Jersey
$2K – – –
LWMNY
245
Landmark Wealth Management (New York)
New York
$1.16K +$1.16K +1,164 New
FCA
246
FinTrust Capital Advisors
South Carolina
$1K -$1.28K -23 -56%
SAM
247
Strategic Asset Management
Minnesota
$1K – – –
GIA
248
Goodwin Investment Advisory
Georgia
$1K – – –
KFI
249
Key Financial Inc
Pennsylvania
$1K +$1K +26 New
FFC
250
Fure Financial Corporation
Minnesota
– -$3.46M -76,058 Closed
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