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iShares Core Moderate Allocation ETF
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Overview Fund Activity

188 hedge funds and large institutions have $413M invested in iShares Core Moderate Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
25
Increased
66
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$9.02M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$9.26M
3
FFN
3
Focus Financial Network
Minnesota
$2.69M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.49M

Top Sellers

1
FIG
1
FundX Investment Group
California
$353K
2
DWM
2
Darwin Wealth Management
Florida
$1.47M
3
TA
3
Tiedemann Advisors
New York
$60.3M
4
Jane Street
4
Jane Street
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
26
Rowland Carmichael Advisors
Arizona
$2.31M -$10.1K -246 -0.4%
BFA
27
Beacon Financial Advisory
Ohio
$2.26M +$624K +15,207 +38%
UCFA
28
United Capital Financial Advisors
Texas
$2.11M +$178K +4,326 +9%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.02M -$179K -4,350 -8%
FAIM
30
Financial Advocates Investment Management
Washington
$2.02M +$351K +4,474 +21%
KAS
31
Kestra Advisory Services
Texas
$1.91M +$1.91M +46,613 New
MFS
32
Madrona Financial Services
Washington
$1.75M +$190K +4,633 +12%
AWM
33
AE Wealth Management
Kansas
$1.75M +$32K +780 +2%
UBS Group
34
UBS Group
Switzerland
$1.74M +$6.4K +156 +0.4%
AAS
35
Annex Advisory Services
Wisconsin
$1.68M +$83.6K +2,036 +5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.68M -$260K -6,340 -13%
ACP
37
Aveo Capital Partners
Colorado
$1.56M +$1.56M +38,091 New
NG
38
Northstar Group
New York
$1.49M -$14.4K -350 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.49M +$837K +20,388 +128%
DWM
40
Darwin Wealth Management
Florida
$1.47M -$3.57M -87,090 -71%
WA
41
Waverly Advisors
Alabama
$1.39M +$16.5K +407 +1%
JWCA
42
J.W. Cole Advisors
Florida
$1.36M +$1.36M +33,023 New
SFG
43
StrategIQ Financial Group
Indiana
$1.3M +$38.5K +939 +3%
MHS
44
M Holdings Securities
Oregon
$1.28M -$26.7K -650 -2%
Renaissance Technologies
45
Renaissance Technologies
New York
$1.22M -$201K -4,895 -14%
DAS
46
Dynamic Advisor Solutions
Arizona
$1.17M +$65.6K +1,599 +6%
AAS
47
Avantax Advisory Services
Texas
$1.13M +$1.13M +27,459 New
MML Investors Services
48
MML Investors Services
Massachusetts
$1.12M +$695K +16,937 +162%
Citadel Advisors
49
Citadel Advisors
Florida
$1.12M +$852K +20,755 +317%
TCBWMS
50
Texas Capital Bank Wealth Management Services
Texas
$1.03M -$299K -7,276 -22%
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