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iShares Core Moderate Allocation ETF
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Overview Fund Activity

225 hedge funds and large institutions have $443M invested in iShares Core Moderate Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 41 closing their positions.

Holders
225
Holders Change
-23
Holders Change %
-9.27%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
26
Increased
68
Reduced
97
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$99M
2
JWCA
2
J.W. Cole Advisors
Florida
$4.29M
3
WA
3
Win Advisors
Florida
$3.11M
4
Jane Street
4
Jane Street
New York
$14.8M
5
RL
5
Retireful LLC
Michigan
$1.67M

Top Sellers

1
AT
1
Arden Trust
Delaware
$347K
2
Franklin Resources
2
Franklin Resources
California
$0
3
RJA
3
Raymond James & Associates
Florida
$829K
4
Morgan Stanley
4
Morgan Stanley
New York
$25.6M
5
TA
5
Tiedemann Advisors
New York
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$3.03M +$1M +25,153 +49%
RFM
27
Royal Fund Management
Florida
$3.01M -$13.9K -348 -0.5%
PAMG
28
Patton Albertson Miller Group
Tennessee
$3M -$2.89M -72,429 -49%
PA
29
Paragon Advisors
Texas
$2.95M +$177K +4,438 +6%
FA
30
Financial Advisors
Massachusetts
$2.65M -$2.37M -59,518 -47%
SAF
31
Smith Anglin Financial
Texas
$2.51M +$331K +8,300 +15%
AL
32
Aspiriant LLC
California
$2.48M -$98.1K -2,460 -4%
BFA
33
Beacon Financial Advisory
Ohio
$2.45M -$56.1K -1,408 -2%
CAN
34
Cetera Advisor Networks
California
$2.28M +$269K +6,756 +13%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.21M -$2.6M -65,239 -54%
UBS Group
36
UBS Group
Switzerland
$2.19M -$116K -2,915 -5%
CA
37
Cetera Advisors
Colorado
$2M -$90.9K -2,280 -4%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.87M -$335K -8,410 -15%
OCM
39
One Capital Management
California
$1.86M +$80.4K +2,017 +5%
RL
40
Retireful LLC
Michigan
$1.67M +$1.67M +41,994 New
KAS
41
Kestra Advisory Services
Texas
$1.61M -$8.41K -211 -0.5%
Renaissance Technologies
42
Renaissance Technologies
New York
$1.58M +$1.32M +33,027 +502%
SL
43
Sentinus LLC
Illinois
$1.54M +$624K +15,648 +68%
KA
44
Kovack Advisors
Florida
$1.45M +$90.5K +2,271 +7%
ACP
45
Aveo Capital Partners
Colorado
$1.44M -$191K -4,798 -12%
RWM
46
Reston Wealth Management
Virginia
$1.35M +$56.2K +1,411 +4%
Citadel Advisors
47
Citadel Advisors
Florida
$1.34M +$1.34M +33,514 New
MHS
48
M Holdings Securities
Oregon
$1.31M -$12.8K -320 -1%
GW
49
GW & Wade
Massachusetts
$1.28M – – –
SFG
50
StrategIQ Financial Group
Indiana
$1.24M +$4.58K +115 +0.4%
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