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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.

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

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$0
3
AG
3
AlTi Global
New York
$3.64M
4
FEG
4
Financial Enhancement Group
Indiana
$828K
5
Bank of America
5
Bank of America
North Carolina
$8.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
251
Triad Wealth Partners
Kansas
– -$4.82K -112 Closed
WA
252
WestEnd Advisors
North Carolina
– -$3.89K -90 Closed
FCAS
253
First Command Advisory Services
Texas
– -$430 -10 Closed
BNP Paribas Financial Markets
254
BNP Paribas Financial Markets
France
– -$172 -4 Closed
TRCT
255
Tower Research Capital (TRC)
New York
– -$129 -3 Closed
SC
256
Swan Capital
Florida
– -$129 -3 Closed
7 8 9 10
11