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iShares Core Moderate Allocation ETF
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Overview Fund Activity

256 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
256
Holders Change
+23
Holders Change %
+9.87%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
45
Increased
119
Reduced
72
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.7M
2
Wells Fargo
2
Wells Fargo
California
$42.1M
3
AT
3
American Trust
Kentucky
$7.21M
4
Ameriprise
4
Ameriprise
Minnesota
$17.5M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.97M

Top Sellers

1
KCPG
1
Kavar Capital Partners Group
Kansas
$0
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$468K
4
BCM
4
Brookstone Capital Management
Illinois
$4.04M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPAM
26
Lodestar Private Asset Management
California
$4.14M +$476K +10,947 +13%
Truist Financial
27
Truist Financial
North Carolina
$4.13M -$91.4K -2,103 -2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$4.08M -$41K -944 -1%
BCM
29
Brookstone Capital Management
Illinois
$4.04M -$682K -15,689 -14%
FAIM
30
Financial Advocates Investment Management
Washington
$3.57M +$921K +21,199 +35%
WA
31
Waverly Advisors
Alabama
$3.18M +$141K +3,246 +5%
AG
32
AlTi Global
New York
$3.09M -$412K -9,477 -12%
MA
33
Mutual Advisors
Nebraska
$3.07M -$21.8K -501 -0.7%
OBWG
34
Onyx Bridge Wealth Group
New York
$2.96M +$95.4K +2,196 +3%
UBS Group
35
UBS Group
Switzerland
$2.61M +$28.7K +661 +1%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$2.53M +$688K +15,842 +37%
AWM
37
Axxcess Wealth Management
California
$2.42M +$2.1M +48,338 +648%
TFG
38
Taylor Financial Group
Virginia
$2.37M +$139K +3,205 +6%
SAF
39
Smith Anglin Financial
Texas
$2.22M +$12.3K +282 +0.6%
EIG
40
Ellenbecker Investment Group
Wisconsin
$2.14M +$421K +9,685 +24%
FEG
41
Financial Enhancement Group
Indiana
$2.09M +$1.19M +27,738 +133%
LF
42
LifePlan Financial
Minnesota
$2.07M +$466K +10,736 +29%
BFA
43
Beacon Financial Advisory
Ohio
$1.97M -$1.65K -38 -0.1%
PAMG
44
Patton Albertson Miller Group
Tennessee
$1.86M +$39.1K +900 +2%
ACP
45
Aveo Capital Partners
Colorado
$1.84M +$46.1K +1,062 +3%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.82M +$15.9K +367 +0.9%
TCMP
47
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.74M -$658K -15,138 -27%
OCM
48
One Capital Management
California
$1.72M -$8.43K -194 -0.5%
KAS
49
Kestra Advisory Services
Texas
$1.66M +$1.39K +32 +0.1%
BWP
50
BlueStem Wealth Partners
Minnesota
$1.52M +$1.52M +35,029 New
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