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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 %
SWPG
251
Strategic Wealth Partners Group
Illinois
– -$727K -15,995 Closed
OC
252
Oppenheimer & Co
New York
– -$672K -14,775 Closed
PA
253
PFG Advisors
Arizona
– -$531K -11,668 Closed
FMN
254
Financial Management Network
California
– -$441K -9,709 Closed
VWM
255
Vigilare Wealth Management
Arizona
– -$400K -8,795 Closed
WGCA
256
Wolf Group Capital Advisors
Virginia
– -$397K -8,727 Closed
CAG
257
Compass Advisory Group
New York
– -$382K -8,409 Closed
BA
258
Bluesphere Advisors
Pennsylvania
– -$282K -6,211 Closed
IWN
259
Independent Wealth Network
Iowa
– -$253K -5,563 Closed
SFWA
260
Summit Financial Wealth Advisors
Louisiana
– -$204K -4,486 Closed
PWAG
261
Polaris Wealth Advisory Group
California
– -$202K -4,438 Closed
FCA
262
FLC Capital Advisors
California
– -$201K -4,413 Closed
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
– -$164K -3,624 Closed
AWA
264
Aquire Wealth Advisors
Utah
– -$130K -2,864 Closed
SCA
265
Snowden Capital Advisors
New York
– -$127K -2,800 Closed
EK
266
Evensky & Katz
Florida
– -$72K -1,592 Closed
LFG
267
Leverty Financial Group
Wisconsin
– -$70K -1,558 Closed
AF
268
Affiance Financial
Minnesota
– -$53K -1,175 Closed
SFM
269
Signet Financial Management
New Jersey
– -$45K -983 Closed
DAM
270
Delta Asset Management
Tennessee
– -$26K -575 Closed
SF
271
SBK Financial
Virginia
– -$24K -518 Closed
CWS
272
Confluence Wealth Services
Pennsylvania
– -$22K -500 Closed
OIA
273
Optimum Investment Advisors
Illinois
– -$23K -500 Closed
SA
274
SRH Advisors
Kansas
– -$15K -340 Closed
RPCONE
275
Retirement Planning Company of New England
Rhode Island
– -$11K -261 Closed
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