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iShares Core Moderate Allocation ETF
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Overview Fund Activity

225 hedge funds and large institutions have $443M invested in iShares Core Moderate Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-23
Holders Change %
-9.27%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
26
Increased
68
Reduced
97
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$99M
2
JWCA
J.W. Cole Advisors
Florida
$4.29M
3
WA
Win Advisors
Florida
$3.11M
4
Jane Street
Jane Street
New York
$14.8M
5
RL
Retireful LLC
Michigan
$1.67M

Top Sellers

1
AT
Arden Trust
Delaware
$347K
2
Franklin Resources
Franklin Resources
California
$0
3
RJA
Raymond James & Associates
Florida
$829K
4
Morgan Stanley
Morgan Stanley
New York
$25.6M
5
TA
Tiedemann Advisors
New York
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
226
Guardian Wealth Advisors (North Carolina)
North Carolina
$359 -$199 -5 -36%
IRC
227
Investors Research Corp
Georgia
$40 +$40 +1 New
Franklin Resources
228
Franklin Resources
California
– -$48.1M -1,265,188 Closed
BCI
229
Brinker Capital Investments
Pennsylvania
– -$5.32M -140,084 Closed
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
– -$4.43M -116,549 Closed
MOS
231
MGO One Seven
Ohio
– -$2.54M -66,884 Closed
OAM
232
Oppenheimer Asset Management
New York
– -$2.35M -61,766 Closed
AAS
233
Annex Advisory Services
Wisconsin
– -$2M -52,670 Closed
VAS
234
Vestmark Advisory Solutions
Massachusetts
– -$1.66M -43,631 Closed
PFA
235
Pathway Financial Advisors
Vermont
– -$1.6M -42,000 Closed
OFG
236
Orcam Financial Group
California
– -$1.6M -42,000 Closed
JAWM
237
J. Arnold Wealth Management
Ohio
– -$1.41M -36,972 Closed
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
– -$1.37M -36,055 Closed
PWMG
239
Prestige Wealth Management Group
New Jersey
– -$1.36M -35,749 Closed
CAM
240
Congress Asset Management
Massachusetts
– -$931K -24,486 Closed
KL
241
KilterHowling LLC
Colorado
– -$885K -23,282 Closed
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
– -$748K -19,695 Closed
SG
243
StoneX Group
New York
– -$667K -17,543 Closed
AA
244
Advisory Alpha
Michigan
– -$465K -12,225 Closed
ACG
245
Allen Capital Group
Nebraska
– -$448K -11,795 Closed
ZIM
246
Zacks Investment Management
Illinois
– -$354K -9,315 Closed
KIG
247
Kowal Investment Group
Wisconsin
– -$354K -9,315 Closed
SF
248
Summit Financial
New Jersey
– -$271K -7,123 Closed
AWA
249
Acorn Wealth Advisors
Michigan
– -$263K -6,926 Closed
BAM
250
BOS Asset Management
Illinois
– -$256K -6,741 Closed
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