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iShares Core Moderate Allocation ETF
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Overview Fund Activity

227 hedge funds and large institutions have $411M invested in iShares Core Moderate Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
29
Increased
86
Reduced
83
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.7M
2
LPL Financial
2
LPL Financial
California
$35.1M
3
WANY
3
Wealthspire Advisors (New York)
New York
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.29M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.15M

Top Sellers

1
RL
1
Retireful LLC
Michigan
$0
2
TA
2
Tiedemann Advisors
New York
$7.55M
3
Jane Street
3
Jane Street
New York
$5.51M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$626K
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPAM
26
Lodestar Private Asset Management
California
$3.21M -$260K -6,675 -7%
FFN
27
Focus Financial Network
Minnesota
$3.19M -$94.8K -2,435 -3%
RFM
28
Royal Fund Management
Florida
$3.01M +$113K +2,898 +4%
PA
29
Paragon Advisors
Texas
$2.84M -$838K -21,537 -23%
MA
30
Mutual Advisors
Nebraska
$2.56M +$94.4K +2,426 +4%
WA
31
Waverly Advisors
Alabama
$2.53M +$128K +3,298 +5%
SAF
32
Smith Anglin Financial
Texas
$2.42M +$13.2K +338 +0.5%
BFA
33
Beacon Financial Advisory
Ohio
$2.41M +$12.7K +327 +0.5%
AL
34
Aspiriant LLC
California
$2.4M – – –
UBS Group
35
UBS Group
Switzerland
$2.28M +$252K +6,484 +12%
OCM
36
One Capital Management
California
$2.18M -$359K -9,221 -14%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.83M -$292K -7,490 -14%
OBWG
38
Onyx Bridge Wealth Group
New York
$1.79M +$39.9K +1,024 +2%
KAS
39
Kestra Advisory Services
Texas
$1.74M +$207K +5,312 +13%
CAN
40
Cetera Advisor Networks
California
$1.74M -$468K -12,014 -21%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.69M -$53.2K -1,366 -3%
CA
42
Cetera Advisors
Colorado
$1.68M -$190K -4,880 -10%
PAMG
43
Patton Albertson Miller Group
Tennessee
$1.48M -$289K -7,421 -16%
ACP
44
Aveo Capital Partners
Colorado
$1.46M -$39K -1,001 -3%
RJA
45
Raymond James & Associates
Florida
$1.42M +$693K +17,790 +95%
JAWM
46
J. Arnold Wealth Management
Ohio
$1.34M +$1.34M +34,286 New
GW
47
GW & Wade
Massachusetts
$1.25M +$117 +3 +0%
SFG
48
StrategIQ Financial Group
Indiana
$1.19M -$10.5K -269 -0.9%
RFN
49
RDA Financial Network
Iowa
$1.14M +$5.06K +130 +0.4%
FCA
50
FinTrust Capital Advisors
South Carolina
$1.09M +$377K +9,690 +53%
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