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iShares Core Moderate Allocation ETF
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Overview Fund Activity

233 hedge funds and large institutions have $477M invested in iShares Core Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
97
Reduced
93
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCPG
Kavar Capital Partners Group
Kansas
$12.1M
2
FFN
Focus Financial Network
Minnesota
$7.58M
3
Wells Fargo
Wells Fargo
California
$10.5M
4
LPL Financial
LPL Financial
California
$42.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.62M

Top Sellers

1
Jane Street
Jane Street
New York
$1.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
3
AG
AlTi Global
New York
$3.64M
4
FEG
Financial Enhancement Group
Indiana
$828K
5
Bank of America
Bank of America
North Carolina
$8.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
226
Concord Wealth Partners
Virginia
$8.21K +$45 +1 +0.6%
FFA
227
Farther Finance Advisors
California
$8.13K -$45 -1 -0.6%
ACA
228
American Capital Advisory
Idaho
$7.4K +$1.31K +29 +21%
CFD
229
Creative Financial Designs
Indiana
$5.37K +$45 +1 +0.8%
RWM
230
Reston Wealth Management
Virginia
$5.27K -$850K -18,889 -99%
AA
231
Ancora Advisors
Ohio
$4.33K – – –
NB
232
NBT Bank
New York
$3.38K – – –
IAIM
233
International Assets Investment Management
Florida
$2.2K +$2.09K +94,042 +1,809%
VF
234
VitalStone Financial
Texas
$677 -$1.85K -41 -73%
PCWA
235
Pacific Capital Wealth Advisors
California
$3 -$3 – –
Focus Partners Wealth
236
Focus Partners Wealth
Massachusetts
– -$2.94M -67,946 Closed
Citadel Advisors
237
Citadel Advisors
Florida
– -$884K -20,550 Closed
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
– -$491K -11,419 Closed
BPA
239
Beacon Pointe Advisors
California
– -$430K -9,992 Closed
US Bancorp
240
US Bancorp
Minnesota
– -$419K -9,750 Closed
IA
241
IFG Advisory
Georgia
– -$272K -6,335 Closed
RIA
242
Realta Investment Advisors
Delaware
– -$239K -5,556 Closed
AA
243
Advisory Alpha
Michigan
– -$202K -4,693 Closed
RBFC
244
Roman Butler Fullerton & Co
Missouri
– -$200K -4,615 Closed
RFG
245
RFP Financial Group
Georgia
– -$132K -3,073 Closed
HCM
246
Hollencrest Capital Management
California
– -$32.9K -765 Closed
ATPW
247
Ashton Thomas Private Wealth
Arizona
– -$29.1K -676 Closed
TSWM
248
Tyler-Stone Wealth Management
Ohio
– -$21.5K -499 Closed
LTI
249
Laffer Tengler Investments
Tennessee
– -$15.6K -363 Closed
TCM
250
TruNorth Capital Management
Michigan
– -$7.74K -180 Closed
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