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iShares Core Moderate Allocation ETF
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Overview Fund Activity

236 hedge funds and large institutions have $572M invested in iShares Core Moderate Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
4.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
31
Increased
88
Reduced
77
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$44.1M
2
TA
2
Tiedemann Advisors
New York
$71.9M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
BlackRock
4
BlackRock
New York
$99.1M
5
LPL Financial
5
LPL Financial
California
$36.9M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$5.82M
2
AWM
2
AE Wealth Management
Kansas
$9.12M
3
CFD
3
Creative Financial Designs
Indiana
$63K
4
Jane Street
4
Jane Street
New York
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
51
Northstar Group
New York
$1.35M – – –
FHC
52
Fort Henry Capital
West Virginia
$1.33M -$8.56K -190 -0.6%
SPIA
53
Steward Partners Investment Advisory
New York
$1.31M +$173K +3,832 +15%
RJA
54
Raymond James & Associates
Florida
$1.28M -$205K -4,543 -14%
CA
55
Cetera Advisors
Colorado
$1.26M -$496 -11 -0%
VFP
56
Verus Financial Partners
Virginia
$1.22M -$35.6K -791 -3%
UCFA
57
United Capital Financial Advisors
Texas
$1.22M -$502K -11,141 -29%
RFN
58
RDA Financial Network
Iowa
$1.21M +$38.3K +850 +3%
GW
59
GW & Wade
Massachusetts
$1.18M -$300K -6,650 -20%
Citigroup
60
Citigroup
New York
$1.16M -$99.1K -2,200 -8%
RWM
61
Ritholtz Wealth Management
New York
$1.16M -$17.4K -386 -1%
Citadel Advisors
62
Citadel Advisors
Florida
$997K -$703K -15,610 -41%
NAS
63
Nicolet Advisory Services
Wisconsin
$989K +$172K +3,823 +21%
SWM
64
Spire Wealth Management
Virginia
$915K +$90.7K +1,895 +11%
RWA
65
Redhawk Wealth Advisors
Minnesota
$904K +$23K +511 +3%
MAFM
66
Mid Atlantic Financial Management
Pennsylvania
$892K -$11.2K -249 -1%
PAG
67
Private Advisor Group
New Jersey
$882K -$181K -4,026 -17%
Legacy Financial Group (Iowa)
68
Legacy Financial Group (Iowa)
Iowa
$881K +$73.7K +1,635 +9%
SW
69
SteelPeak Wealth
California
$871K -$42.4K -940 -5%
IWC
70
Integrated Wealth Concepts
Massachusetts
$848K +$41.3K +918 +5%
SFG
71
Snider Financial Group
Washington
$807K +$807K +17,932 New
NWM
72
Northwest Wealth Management
Iowa
$791K -$11.4K -253 -1%
DWM
73
Darwin Wealth Management
Florida
$770K -$137K -3,040 -15%
JWCA
74
J.W. Cole Advisors
Florida
$756K +$226K +5,020 +43%
IA
75
IFP Advisors
Florida
$752K +$386K +8,567 +105%
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3
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