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iShares Core Moderate Allocation ETF
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Overview Fund Activity

226 hedge funds and large institutions have $563M invested in iShares Core Moderate Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
226
Holders Change
+38
Holders Change %
+20.21%
% of All Funds
4.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
58
Increased
80
Reduced
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$43.6M
2
SS
2
Simplicity Solutions
Minnesota
$39.6M
3
BCM
3
Brookstone Capital Management
Illinois
$12.9M
4
FI
4
FormulaFolio Investments
Michigan
$4.88M
5
TC
5
Trilogy Capital
California
$23M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$60.8M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.16M
3
ACP
3
Aveo Capital Partners
Colorado
$0
4
JWCA
4
J.W. Cole Advisors
Florida
$231K
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
51
M Holdings Securities
Oregon
$1.33M -$15.6K -362 -1%
FHC
52
Fort Henry Capital
West Virginia
$1.31M +$1.31M +30,343 New
DWM
53
Darwin Wealth Management
Florida
$1.25M -$297K -6,889 -19%
VFP
54
Verus Financial Partners
Virginia
$1.2M +$1.2M +27,670 New
RFN
55
RDA Financial Network
Iowa
$1.11M +$30K +695 +3%
TCBWMS
56
Texas Capital Bank Wealth Management Services
Texas
$1.09M – – –
GW
57
GW & Wade
Massachusetts
$1.08M +$1.08M +25,000 New
RSWM
58
Robertson Stephens Wealth Management
California
$1.08M +$1.08M +24,967 New
BCI
59
Brinker Capital Investments
Pennsylvania
$1.05M +$724K +16,769 +223%
RWM
60
Ritholtz Wealth Management
New York
$1.02M +$21K +487 +2%
RBFC
61
Roman Butler Fullerton & Co
Missouri
$994K +$108K +2,502 +12%
MSA
62
Marino Stram & Associates
Massachusetts
$956K +$1.47K +34 +0.2%
CIA
63
Compass Ion Advisors
Pennsylvania
$944K -$21.7K -502 -2%
SW
64
SteelPeak Wealth
California
$931K +$2.55K +59 +0.3%
SPIA
65
Steward Partners Investment Advisory
New York
$889K +$69.3K +1,605 +8%
NAS
66
Nicolet Advisory Services
Wisconsin
$864K +$820 +19 +0.1%
MAFM
67
Mid Atlantic Financial Management
Pennsylvania
$837K +$157K +3,622 +23%
PAG
68
Private Advisor Group
New Jersey
$830K -$14.6K -338 -2%
EA
69
Efficient Advisors
Ohio
$780K -$32.1K -744 -4%
Legacy Financial Group (Iowa)
70
Legacy Financial Group (Iowa)
Iowa
$765K +$765K +17,707 New
NWM
71
Northwest Wealth Management
Iowa
$757K -$6.74K -156 -0.9%
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$745K +$389 +9 +0.1%
RWA
73
Redhawk Wealth Advisors
Minnesota
$745K +$97.7K +2,262 +15%
5L
74
55I LLC
Massachusetts
$732K +$732K +16,945 New
VWA
75
Visionary Wealth Advisors
Illinois
$696K -$7.95K -184 -1%
1 2
3
4 5