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iShares Core Moderate Allocation ETF
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Overview Fund Activity

228 hedge funds and large institutions have $453M invested in iShares Core Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
-23
Holders Change %
-9.16%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
80
Reduced
91
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.8M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.34M
3
AT
3
Arden Trust
Delaware
$3.06M
4
CCM
4
Coldstream Capital Management
Washington
$2.84M
5
Franklin Resources
5
Franklin Resources
California
$2.44M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$7.43M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$1.37M
3
SFP
3
Sweet Financial Partners
Minnesota
$0
4
FA
4
FDx Advisors
Illinois
$0
5
AL
5
Aspiriant LLC
California
$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
26
Royal Fund Management
Florida
$3.03M +$83.5K +2,143 +3%
AL
27
Aspiriant LLC
California
$2.9M -$4.18M -107,202 -59%
CCM
28
Coldstream Capital Management
Washington
$2.84M +$2.84M +72,997 New
Franklin Resources
29
Franklin Resources
California
$2.44M +$2.44M +62,723 New
PAMG
30
Patton Albertson Miller Group
Tennessee
$2.4M -$1.31M -33,674 -35%
MA
31
Mutual Advisors
Nebraska
$2.26M +$148K +3,804 +7%
Goldman Sachs
32
Goldman Sachs
New York
$2.18M +$1.9M +48,891 +696%
WA
33
Waverly Advisors
Alabama
$2.16M -$86.6K -2,224 -4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.11M -$755K -19,369 -26%
KAS
35
Kestra Advisory Services
Texas
$2M +$43.3K +1,111 +2%
RWM
36
Reston Wealth Management
Virginia
$1.98M -$59.5K -1,528 -3%
AAS
37
Annex Advisory Services
Wisconsin
$1.89M +$5.11K +131 +0.3%
HIP
38
Harrell Investment Partners
Texas
$1.84M +$87.2K +2,238 +5%
Jane Street
39
Jane Street
New York
$1.76M -$131K -3,362 -7%
RWM
40
Ritholtz Wealth Management
New York
$1.68M +$737K +18,919 +78%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.64M -$840K -21,554 -34%
ACP
42
Aveo Capital Partners
Colorado
$1.58M -$63.7K -1,635 -4%
AT
43
American Trust
Kentucky
$1.44M +$1.44M +36,978 New
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$1.43M +$101K +2,597 +8%
BCI
45
Brinker Capital Investments
Pennsylvania
$1.37M -$16.9M -434,054 -93%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1.37M +$1.21M +31,145 +791%
MHS
47
M Holdings Securities
Oregon
$1.33M +$22.9K +587 +2%
AI
48
Atria Investments
North Carolina
$1.32M +$1.32M +33,766 New
KA
49
Kovack Advisors
Florida
$1.31M -$83K -2,131 -6%
SFG
50
StrategIQ Financial Group
Indiana
$1.26M -$56.9K -1,461 -4%
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