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iShares Core Moderate Allocation ETF
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Overview Fund Activity

227 hedge funds and large institutions have $411M invested in iShares Core Moderate Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
29
Increased
86
Reduced
83
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.7M
2
LPL Financial
2
LPL Financial
California
$35.1M
3
WANY
3
Wealthspire Advisors (New York)
New York
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.29M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.15M

Top Sellers

1
RL
1
Retireful LLC
Michigan
$0
2
TA
2
Tiedemann Advisors
New York
$7.55M
3
Jane Street
3
Jane Street
New York
$5.51M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$626K
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Authentikos Wealth Advisory
California
$78 +$78 +2 New
GWANC
227
Guardian Wealth Advisors (North Carolina)
North Carolina
$39 – – –
IRC
228
Investors Research Corp
Georgia
$39 – – –
RL
229
Retireful LLC
Michigan
– -$5.17M -128,040 Closed
GM
230
GeoWealth Management
Illinois
– -$1.21M -30,053 Closed
FEG
231
Financial Enhancement Group
Indiana
– -$652K -16,205 Closed
CI
232
CX Institutional
Indiana
– -$403K -9,972 Closed
AT
233
Arden Trust
Delaware
– -$351K -8,700 Closed
GIP
234
Greatmark Investment Partners
Georgia
– -$242K -6,000 Closed
CC
235
Cypress Capital
Tennessee
– -$213K -5,280 Closed
WC
236
Waterloo Capital
Texas
– -$203K -5,012 Closed
BAM
237
BOS Asset Management
Illinois
– -$200K -4,951 Closed
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
– -$162K -4,000 Closed
CWA
239
Clearview Wealth Advisors
Oregon
– -$18.4K -455 Closed
IGWM
240
ICA Group Wealth Management
Colorado
– -$3.44K -85 Closed
RCM
241
Rain Capital Management
Oregon
– -$3.25K -80 Closed
NA
242
NewEdge Advisors
Louisiana
– -$2.47K -61 Closed
TRCT
243
Tower Research Capital (TRC)
New York
– -$1.54K -38 Closed
HNB
244
Huntington National Bank
Ohio
– -$34.1K – –
6 7 8 9
10