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iShares Core Moderate Allocation ETF
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Overview Fund Activity

236 hedge funds and large institutions have $572M invested in iShares Core Moderate Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
4.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
31
Increased
88
Reduced
77
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$44.1M
2
TA
2
Tiedemann Advisors
New York
$71.9M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
BlackRock
4
BlackRock
New York
$99.1M
5
LPL Financial
5
LPL Financial
California
$36.9M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$5.82M
2
AWM
2
AE Wealth Management
Kansas
$9.12M
3
CFD
3
Creative Financial Designs
Indiana
$63K
4
Jane Street
4
Jane Street
New York
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCMP
26
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.51M +$1.45M +32,107 +47%
CAN
27
Cetera Advisor Networks
California
$4.46M +$10.2K +227 +0.2%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$4.38M +$3.76M +83,508 +608%
FAIM
29
Financial Advocates Investment Management
Washington
$4.25M +$1.1M +24,386 +35%
BPA
30
Beacon Pointe Advisors
California
$4.18M +$213K +4,730 +5%
Barclays
31
Barclays
United Kingdom
$4M +$2.73M +60,680 +215%
RA
32
RiverTree Advisors
Florida
$3.93M -$41.8K -928 -1%
FFN
33
Focus Financial Network
Minnesota
$3.66M +$88.9K +1,974 +2%
FFC
34
Fure Financial Corporation
Minnesota
$3.21M -$110K -2,445 -3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$3.15M -$50.4K -1,119 -2%
OMC
36
Old Mission Capital
Illinois
$2.62M -$1.49M -33,173 -36%
UBS Group
37
UBS Group
Switzerland
$2.48M +$277K +6,155 +13%
DAS
38
Dynamic Advisor Solutions
Arizona
$2.33M +$114K +2,541 +5%
MFS
39
Madrona Financial Services
Washington
$2.31M +$98.8K +2,193 +4%
RFM
40
Royal Fund Management
Florida
$2.23M +$301K +6,685 +16%
ACP
41
Aveo Capital Partners
Colorado
$2.11M +$232K +5,159 +12%
KAS
42
Kestra Advisory Services
Texas
$2.1M +$42.6K +946 +2%
AAS
43
Annex Advisory Services
Wisconsin
$2.09M -$20.8K -462 -1%
WA
44
Waverly Advisors
Alabama
$1.98M +$52.9K +1,161 +3%
KA
45
Kovack Advisors
Florida
$1.83M +$12.7K +281 +0.7%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.61M +$227K +5,049 +16%
SFG
47
StrategIQ Financial Group
Indiana
$1.56M -$44.6K -990 -3%
HI
48
Harbour Investments
Wisconsin
$1.42M -$1.26K -28 -0.1%
MA
49
Mutual Advisors
Nebraska
$1.38M +$658K +14,609 +91%
MHS
50
M Holdings Securities
Oregon
$1.37M +$21.4K +475 +2%
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