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iShares Core Moderate Allocation ETF
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Overview Fund Activity

235 hedge funds and large institutions have $444M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 25 closing their positions.

Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
31
Increased
87
Reduced
95
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$11.7M
2
HIP
2
HUB Investment Partners
Texas
$9.56M
3
E3F
3
Eight 31 Financial
Texas
$4.88M
4
BlackRock
4
BlackRock
New York
$117M
5
TCMP
5
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.57M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.41M
3
RL
3
Retireful LLC
Michigan
$0
4
Wells Fargo
4
Wells Fargo
California
$7.37M
5
FFN
5
Focus Financial Network
Minnesota
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.51M 81,689 -1,905 -2%
UBS Group
27
UBS Group
Switzerland
$3.11M 72,377 -11,286 -13%
WA
28
Waverly Advisors
Alabama
$3.01M 69,945 -36,297 -34%
MA
29
Mutual Advisors
Nebraska
$2.97M 68,650 -472 -0.7%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$2.94M 67,946 +34,000 +100%
AAS
31
Ameritas Advisory Services
Nebraska
$2.91M 67,620 -13,733 -17%
OBWG
32
Onyx Bridge Wealth Group
New York
$2.84M 65,996 +5,522 +9%
FAIM
33
Financial Advocates Investment Management
Washington
$2.62M 60,888 +1,030 +2%
FEG
34
Financial Enhancement Group
Indiana
$2.6M 59,886 +35,570 +146%
TCMP
35
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.57M 59,752 +59,752 New
SAF
36
Smith Anglin Financial
Texas
$2.19M 50,934 +130 +0.3%
TFG
37
Taylor Financial Group
Virginia
$2.03M 47,299 +4,231 +10%
BFA
38
Beacon Financial Advisory
Ohio
$1.95M 45,249 -4,717 -9%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.89M 43,892 -5,825 -12%
SL
40
Sentinus LLC
Illinois
$1.82M 42,282 -6,842 -14%
TPWA
41
TRUE Private Wealth Advisors
Oregon
$1.79M 41,614 +1,587 +4%
PAMG
42
Patton Albertson Miller Group
Tennessee
$1.73M 40,129 +824 +2%
OCM
43
One Capital Management
California
$1.69M 39,353 -157 -0.4%
ACP
44
Aveo Capital Partners
Colorado
$1.69M 39,264 -238 -0.6%
KAS
45
Kestra Advisory Services
Texas
$1.68M 42,720 +4,383 +11%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$1.66M 38,484 +31,981 +492%
LF
47
LifePlan Financial
Minnesota
$1.63M 37,973 +5,602 +17%
EIG
48
Ellenbecker Investment Group
Wisconsin
$1.63M 37,962 +10,621 +39%
RJA
49
Raymond James & Associates
Florida
$1.5M 34,885 +2,982 +9%
AL
50
Aspiriant LLC
California
$1.34M 31,127 -26,999 -46%
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