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iShares Core Moderate Allocation ETF
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Overview Fund Activity

233 hedge funds and large institutions have $426M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 98 reducing their positions, and 37 closing their positions.

Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
78
Reduced
98
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$114M
2
WANY
2
Wealthspire Advisors (New York)
New York
$5.43M
3
RL
3
Retireful LLC
Michigan
$3.31M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.58M
5
FFN
5
Focus Financial Network
Minnesota
$6.32M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.2M
2
RJA
2
Raymond James & Associates
Florida
$1.36M
3
Wells Fargo
3
Wells Fargo
California
$9.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$278K
5
KCPG
5
Kavar Capital Partners Group
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$3.48M +$545K +12,747 +19%
LPAM
27
Lodestar Private Asset Management
California
$3.4M +$3.64K +85 +0.1%
RL
28
Retireful LLC
Michigan
$3.31M +$3.31M +77,406 New
MA
29
Mutual Advisors
Nebraska
$2.96M +$29.6K +691 +1%
FAIM
30
Financial Advocates Investment Management
Washington
$2.57M +$137K +3,203 +6%
OBWG
31
Onyx Bridge Wealth Group
New York
$2.52M +$179K +4,295 +8%
AL
32
Aspiriant LLC
California
$2.49M -$164K -3,844 -6%
SAF
33
Smith Anglin Financial
Texas
$2.17M -$485K -11,343 -18%
BFA
34
Beacon Financial Advisory
Ohio
$2.14M +$23.3K +545 +1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.13M -$1.23M -28,858 -37%
SL
36
Sentinus LLC
Illinois
$2.1M +$2.1M +49,124 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.99M +$1.99M +46,413 New
TFG
38
Taylor Financial Group
Virginia
$1.84M +$68.7K +1,605 +4%
CA
39
Cetera Advisors
Colorado
$1.84M +$211K +4,941 +13%
TPWA
40
TRUE Private Wealth Advisors
Oregon
$1.71M +$569K +13,292 +50%
OCM
41
One Capital Management
California
$1.69M +$63.7K +1,490 +4%
PAMG
42
Patton Albertson Miller Group
Tennessee
$1.68M -$695K -16,241 -29%
ACP
43
Aveo Capital Partners
Colorado
$1.66M +$52.8K +1,256 +3%
KAS
44
Kestra Advisory Services
Texas
$1.64M -$67.3K -1,574 -4%
CAN
45
Cetera Advisor Networks
California
$1.5M -$15.1K -354 -1%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$1.41M +$1.41M +33,946 New
LF
47
LifePlan Financial
Minnesota
$1.38M +$1.24K +29 +0.1%
RJA
48
Raymond James & Associates
Florida
$1.36M -$42.1M -984,571 -97%
Goldman Sachs
49
Goldman Sachs
New York
$1.34M +$387K +9,045 +41%
HI
50
Harbour Investments
Wisconsin
$1.27M +$171 +4 +0%
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