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iShares Core Moderate Allocation ETF
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Overview Fund Activity

233 hedge funds and large institutions have $477M invested in iShares Core Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 21 closing their positions.

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
97
Reduced
93
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCPG
1
Kavar Capital Partners Group
Kansas
$12.1M
2
FFN
2
Focus Financial Network
Minnesota
$7.58M
3
Wells Fargo
3
Wells Fargo
California
$10.5M
4
LPL Financial
4
LPL Financial
California
$42.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.62M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$0
3
AG
3
AlTi Global
New York
$3.64M
4
FEG
4
Financial Enhancement Group
Indiana
$828K
5
Bank of America
5
Bank of America
North Carolina
$8.42M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
AlTi Global
New York
$3.64M 80,610 -34,527 -30%
WA
27
Waverly Advisors
Alabama
$3.16M 70,035 +90 +0.1%
MA
28
Mutual Advisors
Nebraska
$3.14M 71,076 +2,426 +4%
AAS
29
Ameritas Advisory Services
Nebraska
$3.02M 67,024 -596 -0.9%
OBWG
30
Onyx Bridge Wealth Group
New York
$2.97M 65,913 -83 -0.1%
FAIM
31
Financial Advocates Investment Management
Washington
$2.76M 60,874 -14 -0%
UBS Group
32
UBS Group
Switzerland
$2.68M 59,345 -13,032 -18%
TCMP
33
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.49M 55,242 -4,510 -8%
TFG
34
Taylor Financial Group
Virginia
$2.31M 51,247 +3,948 +8%
SAF
35
Smith Anglin Financial
Texas
$2.29M 50,860 -74 -0.1%
BFA
36
Beacon Financial Advisory
Ohio
$2.04M 45,330 +81 +0.2%
TPWA
37
TRUE Private Wealth Advisors
Oregon
$1.92M 42,495 +881 +2%
PAMG
38
Patton Albertson Miller Group
Tennessee
$1.89M 41,822 +1,693 +4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.87M 41,487 +16,968 +69%
ACP
40
Aveo Capital Partners
Colorado
$1.87M 41,393 +2,129 +5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.86M 41,148 -2,744 -6%
RJA
42
Raymond James & Associates
Florida
$1.85M 41,032 +6,147 +18%
OCM
43
One Capital Management
California
$1.8M 39,859 +506 +1%
EIG
44
Ellenbecker Investment Group
Wisconsin
$1.78M 39,568 +1,606 +4%
KAS
45
Kestra Advisory Services
Texas
$1.72M 38,196 -4,524 -11%
LF
46
LifePlan Financial
Minnesota
$1.66M 36,835 -1,138 -3%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.62M 35,995 +35,995 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$1.51M 33,487 -4,997 -13%
AL
49
Aspiriant LLC
California
$1.4M 31,127 – –
Jane Street
50
Jane Street
New York
$1.4M 30,941 -113,026 -79%
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