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iShares Core Moderate Allocation ETF
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Overview Fund Activity

251 hedge funds and large institutions have $599M invested in iShares Core Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+20
Holders Change %
+8.66%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
99
Reduced
67
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$14.7M
2
PPA
2
Parametric Portfolio Associates
Washington
$12.2M
3
GM
3
GeoWealth Management
Illinois
$9.31M
4
RJA
4
Raymond James & Associates
Florida
$6.61M
5
Wells Fargo
5
Wells Fargo
California
$17.6M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$18.7M
2
FFN
2
Focus Financial Network
Minnesota
$0
3
RA
3
RiverTree Advisors
Florida
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
CAN
5
Cetera Advisor Networks
California
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
26
Investment Advisory Group
Massachusetts
$4.7M +$4.7M +107,389 New
FAIM
27
Financial Advocates Investment Management
Washington
$4.51M +$68K +1,495 +2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.73M +$1.13M +24,911 +44%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.71M -$291K -6,398 -7%
FFC
30
Fure Financial Corporation
Minnesota
$3.46M +$82.7K +1,819 +2%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$3.42M -$865K -19,023 -20%
SWRP
32
Summit Wealth & Retirement Planning
California
$3.25M -$1.34M -29,447 -29%
RFM
33
Royal Fund Management
Florida
$3.05M +$365K +8,020 +14%
WFS
34
Weitzel Financial Services
Iowa
$3M +$514K +11,297 +21%
UBS Group
35
UBS Group
Switzerland
$2.89M +$351K +7,721 +14%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.78M -$138K -3,042 -5%
OAM
37
Oppenheimer Asset Management
New York
$2.56M +$2.56M +56,209 New
Stifel Financial
38
Stifel Financial
Missouri
$2.47M +$2.06M +45,277 +496%
WA
39
Waverly Advisors
Alabama
$2.4M +$279K +6,386 +13%
MFS
40
Madrona Financial Services
Washington
$2.39M -$60.7K -1,334 -2%
RWM
41
Reston Wealth Management
Virginia
$2.37M +$143K +3,150 +6%
SPIA
42
Steward Partners Investment Advisory
New York
$2.29M +$918K +20,192 +67%
KAS
43
Kestra Advisory Services
Texas
$2.27M +$109K +2,404 +5%
Goldman Sachs
44
Goldman Sachs
New York
$2.25M +$2.25M +49,394 New
AAS
45
Annex Advisory Services
Wisconsin
$2.18M +$203K +4,471 +10%
MA
46
Mutual Advisors
Nebraska
$2.15M +$287K +6,313 +15%
ACP
47
Aveo Capital Partners
Colorado
$1.93M -$259K -5,704 -12%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$1.68M +$1.09K +24 +0.1%
KA
49
Kovack Advisors
Florida
$1.65M -$54.2K -1,192 -3%
SFG
50
StrategIQ Financial Group
Indiana
$1.5M -$19.4K -426 -1%
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