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iShares Core Moderate Allocation ETF
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Overview Fund Activity

252 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 21 closing their positions.

Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
97
Reduced
85
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$71.1M
2
RJA
2
Raymond James & Associates
Florida
$42.2M
3
Wells Fargo
3
Wells Fargo
California
$40.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$16.5M
5
KCPG
5
Kavar Capital Partners Group
Kansas
$11.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9M
2
WANY
2
Wealthspire Advisors (New York)
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
Jane Street
4
Jane Street
New York
$1.97M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCMP
26
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.88M -$741K -17,854 -16%
UBS Group
27
UBS Group
Switzerland
$3.69M +$1.26M +30,384 +52%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.55M +$3.25M +78,307 +1,073%
FFN
29
Focus Financial Network
Minnesota
$3.34M -$59.2K -1,426 -2%
FFBTD
30
First Financial Bank - Trust Division
Ohio
$3.31M -$221K -5,331 -6%
LPAM
31
Lodestar Private Asset Management
California
$3.3M -$128K -3,093 -4%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$3.26M +$1.31M +31,542 +67%
RFM
33
Royal Fund Management
Florida
$3.22M +$5.81K +140 +0.2%
WA
34
Waverly Advisors
Alabama
$3.05M +$354K +8,520 +13%
AAS
35
Ameritas Advisory Services
Nebraska
$2.85M -$1.58M -37,945 -36%
MA
36
Mutual Advisors
Nebraska
$2.84M +$107K +2,577 +4%
SAF
37
Smith Anglin Financial
Texas
$2.58M -$1.33K -32 -0.1%
AL
38
Aspiriant LLC
California
$2.57M +$9.84K +237 +0.4%
FAIM
39
Financial Advocates Investment Management
Washington
$2.36M -$1.67M -40,124 -41%
OBWG
40
Onyx Bridge Wealth Group
New York
$2.33M +$427K +10,293 +22%
PAMG
41
Patton Albertson Miller Group
Tennessee
$2.31M +$725K +17,469 +46%
BFA
42
Beacon Financial Advisory
Ohio
$2.05M -$517K -12,446 -20%
Jane Street
43
Jane Street
New York
$1.97M -$3.91M -94,205 -67%
TFG
44
Taylor Financial Group
Virginia
$1.72M +$1.72M +41,463 New
KAS
45
Kestra Advisory Services
Texas
$1.66M -$198K -4,782 -11%
ACP
46
Aveo Capital Partners
Colorado
$1.59M +$34.9K +840 +2%
OCM
47
One Capital Management
California
$1.58M -$749K -18,042 -32%
CA
48
Cetera Advisors
Colorado
$1.58M -$214K -5,161 -12%
CAN
49
Cetera Advisor Networks
California
$1.47M -$379K -9,122 -20%
WA
50
Win Advisors
Florida
$1.46M +$1.46M +35,153 New
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