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iShares Core Moderate Allocation ETF
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Overview Fund Activity

231 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-5
Holders Change %
-2.12%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
18
Increased
102
Reduced
72
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.8M
2
AIC
2
Ameritas Investment Company
Nebraska
$7.51M
3
LPL Financial
3
LPL Financial
California
$39.4M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.56M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.58M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$2.45M
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
SWRP
3
Summit Wealth & Retirement Planning
California
$4.51M
4
RWM
4
Reston Wealth Management
Virginia
$2.19M
5
BPA
5
Beacon Pointe Advisors
California
$914K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.94M -$571K -12,759 -13%
FFN
27
Focus Financial Network
Minnesota
$3.92M +$280K +6,263 +8%
RA
28
RiverTree Advisors
Florida
$3.87M -$32.2K -720 -0.8%
Barclays
29
Barclays
United Kingdom
$3.52M -$460K -10,282 -12%
FFC
30
Fure Financial Corporation
Minnesota
$3.32M +$138K +3,092 +4%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.87M -$255K -5,705 -8%
OMC
32
Old Mission Capital
Illinois
$2.78M +$178K +3,980 +7%
RFM
33
Royal Fund Management
Florida
$2.64M +$431K +9,641 +19%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.56M +$2.56M +57,219 New
UBS Group
35
UBS Group
Switzerland
$2.49M +$29.2K +652 +1%
WFS
36
Weitzel Financial Services
Iowa
$2.45M -$87.1M -1,943,250 -97%
MFS
37
Madrona Financial Services
Washington
$2.41M +$121K +2,699 +5%
WA
38
Waverly Advisors
Alabama
$2.22M +$238K +5,210 +12%
RWM
39
Reston Wealth Management
Virginia
$2.19M -$4.25M -95,007 -66%
ACP
40
Aveo Capital Partners
Colorado
$2.16M +$58.4K +1,306 +3%
KAS
41
Kestra Advisory Services
Texas
$2.12M +$40.1K +896 +2%
DAS
42
Dynamic Advisor Solutions
Arizona
$2.06M -$250K -5,595 -11%
AAS
43
Annex Advisory Services
Wisconsin
$1.94M -$136K -3,048 -7%
MA
44
Mutual Advisors
Nebraska
$1.83M +$460K +10,289 +34%
KA
45
Kovack Advisors
Florida
$1.68M -$147K -3,277 -8%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.66M +$60.4K +1,350 +4%
SFG
47
StrategIQ Financial Group
Indiana
$1.5M -$54.9K -1,226 -4%
HI
48
Harbour Investments
Wisconsin
$1.46M +$51K +1,139 +4%
SPIA
49
Steward Partners Investment Advisory
New York
$1.35M +$46.4K +1,038 +4%
FHC
50
Fort Henry Capital
West Virginia
$1.31M -$17K -380 -1%
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