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iShares Core Moderate Allocation ETF
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Overview Fund Activity

220 hedge funds and large institutions have $529M invested in iShares Core Moderate Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 33 closing their positions.

Holders
220
Holders Change
-6
Holders Change %
-2.65%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
31
Increased
95
Reduced
63
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$92.2M
2
AWM
2
AE Wealth Management
Kansas
$49.5M
3
OMC
3
Old Mission Capital
Illinois
$3.97M
4
LPL Financial
4
LPL Financial
California
$32.5M
5
RA
5
RiverTree Advisors
Florida
$3.84M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
Truist Financial
2
Truist Financial
North Carolina
$343K
3
Bank of America
3
Bank of America
North Carolina
$13.8M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$598K
5
BCM
5
Brookstone Capital Management
Illinois
$5.83M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
26
RiverTree Advisors
Florida
$3.84M 88,228 +88,228 New
BPA
27
Beacon Pointe Advisors
California
$3.83M 88,037 +88,037 New
FFN
28
Focus Financial Network
Minnesota
$3.45M 79,323 +10,756 +16%
FFC
29
Fure Financial Corporation
Minnesota
$3.2M 73,592 +2,504 +4%
FAIM
30
Financial Advocates Investment Management
Washington
$3.11M 69,925 +33,269 +91%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$3.09M 70,975 +17,266 +32%
CFD
32
Creative Financial Designs
Indiana
$3.04M 69,694 +68,524 +5,857%
TCMP
33
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.96M 68,018 +10,678 +19%
DAS
34
Dynamic Advisor Solutions
Arizona
$2.14M 49,136 +6,259 +15%
MFS
35
Madrona Financial Services
Washington
$2.13M 48,997 +5,050 +11%
UBS Group
36
UBS Group
Switzerland
$2.13M 48,931 +8,110 +20%
Jane Street
37
Jane Street
New York
$2.09M 47,867 +47,867 New
AAS
38
Annex Advisory Services
Wisconsin
$2.04M 46,878 +4,464 +11%
KAS
39
Kestra Advisory Services
Texas
$1.99M 45,623 -19,661 -30%
WA
40
Waverly Advisors
Alabama
$1.87M 42,171 +5,006 +13%
RFM
41
Royal Fund Management
Florida
$1.86M 42,769 +10,913 +34%
PPA
42
Parametric Portfolio Associates
Washington
$1.85M 42,440 +42,440 New
ACP
43
Aveo Capital Partners
Colorado
$1.82M 41,749 +41,749 New
WFS
44
Weitzel Financial Services
Iowa
$1.8M 41,128 +4,861 +13%
KA
45
Kovack Advisors
Florida
$1.76M 40,439 +31,749 +365%
UCFA
46
United Capital Financial Advisors
Texas
$1.67M 38,293 -414 -1%
Citadel Advisors
47
Citadel Advisors
Florida
$1.64M 37,742 +37,742 New
SFG
48
StrategIQ Financial Group
Indiana
$1.55M 35,630 +985 +3%
RJA
49
Raymond James & Associates
Florida
$1.44M 33,014 +7 +0%
GW
50
GW & Wade
Massachusetts
$1.43M 32,900 +7,900 +32%
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