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iShares Core Moderate Allocation ETF
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Overview Fund Activity

226 hedge funds and large institutions have $563M invested in iShares Core Moderate Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
226
Holders Change
+38
Holders Change %
+20.21%
% of All Funds
4.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
58
Increased
80
Reduced
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$43.6M
2
SS
2
Simplicity Solutions
Minnesota
$39.6M
3
BCM
3
Brookstone Capital Management
Illinois
$12.9M
4
FI
4
FormulaFolio Investments
Michigan
$4.88M
5
TC
5
Trilogy Capital
California
$23M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$60.8M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.16M
3
ACP
3
Aveo Capital Partners
Colorado
$0
4
JWCA
4
J.W. Cole Advisors
Florida
$231K
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
ARQ Wealth Advisors
Arizona
$4.66M +$682K +15,786 +17%
BFA
27
Beacon Financial Advisory
Ohio
$4.66M +$2.29M +52,929 +96%
CAN
28
Cetera Advisor Networks
California
$4.41M +$39.6K +916 +0.9%
FFC
29
Fure Financial Corporation
Minnesota
$3.07M -$41.7K -966 -1%
FFN
30
Focus Financial Network
Minnesota
$2.96M +$127K +2,950 +4%
KAS
31
Kestra Advisory Services
Texas
$2.82M +$806K +18,671 +40%
TCMP
32
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.48M +$2.48M +57,340 New
RCA
33
Rowland Carmichael Advisors
Arizona
$2.35M -$81.9K -1,895 -3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.32M +$198K +4,576 +9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.18M +$606K +14,023 +39%
MFS
36
Madrona Financial Services
Washington
$1.9M +$55K +1,273 +3%
DAS
37
Dynamic Advisor Solutions
Arizona
$1.85M +$622K +14,394 +51%
Renaissance Technologies
38
Renaissance Technologies
New York
$1.85M +$566K +13,095 +44%
AAS
39
Annex Advisory Services
Wisconsin
$1.83M +$60.7K +1,405 +3%
UBS Group
40
UBS Group
Switzerland
$1.76M -$62.7K -1,451 -3%
UCFA
41
United Capital Financial Advisors
Texas
$1.67M -$544K -12,596 -25%
WA
42
Waverly Advisors
Alabama
$1.64M +$126K +2,855 +8%
WFS
43
Weitzel Financial Services
Iowa
$1.6M +$1.6M +36,267 New
FAIM
44
Financial Advocates Investment Management
Washington
$1.59M +$475K +10,961 +43%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.55M -$213K -4,926 -12%
NG
46
Northstar Group
New York
$1.53M -$38.9K -900 -2%
SFG
47
StrategIQ Financial Group
Indiana
$1.5M +$124K +2,877 +9%
RJA
48
Raymond James & Associates
Florida
$1.43M +$837K +19,379 +142%
RFM
49
Royal Fund Management
Florida
$1.38M +$587K +13,586 +74%
Citigroup
50
Citigroup
New York
$1.35M +$485K +11,219 +56%
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