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iShares Core Moderate Allocation ETF
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Overview Fund Activity

231 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
231
Holders Change
-5
Holders Change %
-2.12%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
18
Increased
102
Reduced
72
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.8M
2
AIC
2
Ameritas Investment Company
Nebraska
$7.51M
3
LPL Financial
3
LPL Financial
California
$39.4M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.56M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.58M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$2.45M
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
SWRP
3
Summit Wealth & Retirement Planning
California
$4.51M
4
RWM
4
Reston Wealth Management
Virginia
$2.19M
5
BPA
5
Beacon Pointe Advisors
California
$914K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
251
TCI Wealth Advisors
Arizona
– -$16K -361 Closed
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
– -$9K -200 Closed
PWP
253
Personal Wealth Partners
Minnesota
– -$7K -157 Closed
7 8 9 10
11