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iShares Core Moderate Allocation ETF
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Overview Fund Activity

220 hedge funds and large institutions have $529M invested in iShares Core Moderate Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-6
Holders Change %
-2.65%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
31
Increased
95
Reduced
63
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$92.2M
2
AWM
2
AE Wealth Management
Kansas
$49.5M
3
OMC
3
Old Mission Capital
Illinois
$3.97M
4
LPL Financial
4
LPL Financial
California
$32.5M
5
RA
5
RiverTree Advisors
Florida
$3.84M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
Truist Financial
2
Truist Financial
North Carolina
$343K
3
Bank of America
3
Bank of America
North Carolina
$13.8M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$598K
5
BCM
5
Brookstone Capital Management
Illinois
$5.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
51
Ameritas Investment Company
Nebraska
$1.4M +$1.4M +32,195 New
HI
52
Harbour Investments
Wisconsin
$1.37M +$1.37M +31,499 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.33M +$1.33M +30,604 New
NG
54
Northstar Group
New York
$1.31M -$235K -5,400 -15%
MHS
55
M Holdings Securities
Oregon
$1.3M -$43.5K -998 -3%
FHC
56
Fort Henry Capital
West Virginia
$1.3M -$26.7K -613 -2%
BCI
57
Brinker Capital Investments
Pennsylvania
$1.26M +$206K +4,734 +19%
VFP
58
Verus Financial Partners
Virginia
$1.23M +$14.3K +326 +1%
Barclays
59
Barclays
United Kingdom
$1.23M +$1.23M +28,179 New
Citigroup
60
Citigroup
New York
$1.22M -$142K -3,269 -10%
CA
61
Cetera Advisors
Colorado
$1.21M +$595K +13,678 +96%
RFN
62
RDA Financial Network
Iowa
$1.14M +$15.9K +365 +1%
RWM
63
Ritholtz Wealth Management
New York
$1.13M +$101K +2,322 +10%
SPIA
64
Steward Partners Investment Advisory
New York
$1.1M +$206K +4,729 +23%
PAG
65
Private Advisor Group
New Jersey
$1.03M +$191K +4,394 +23%
MSA
66
Marino Stram & Associates
Massachusetts
$962K -$2K -46 -0.2%
SW
67
SteelPeak Wealth
California
$883K -$55.8K -1,280 -6%
DWM
68
Darwin Wealth Management
Florida
$876K -$386K -8,875 -31%
CIA
69
Compass Ion Advisors
Pennsylvania
$876K -$76.3K -1,752 -8%
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
$873K +$30K +689 +4%
RWA
71
Redhawk Wealth Advisors
Minnesota
$852K +$101K +2,314 +13%
NAS
72
Nicolet Advisory Services
Wisconsin
$790K -$82K -1,881 -9%
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$780K +$9.01K +207 +1%
IWC
74
Integrated Wealth Concepts
Massachusetts
$780K +$577K +13,240 +283%
NWM
75
Northwest Wealth Management
Iowa
$776K +$12.5K +287 +2%
1 2
3
4 5