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iShares Core Moderate Allocation ETF
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Overview Fund Activity

225 hedge funds and large institutions have $443M invested in iShares Core Moderate Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-23
Holders Change %
-9.27%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
26
Increased
68
Reduced
97
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$99M
2
JWCA
2
J.W. Cole Advisors
Florida
$4.29M
3
WA
3
Win Advisors
Florida
$3.11M
4
Jane Street
4
Jane Street
New York
$14.8M
5
RL
5
Retireful LLC
Michigan
$1.67M

Top Sellers

1
AT
1
Arden Trust
Delaware
$347K
2
Franklin Resources
2
Franklin Resources
California
$0
3
RJA
3
Raymond James & Associates
Florida
$829K
4
Morgan Stanley
4
Morgan Stanley
New York
$25.6M
5
TA
5
Tiedemann Advisors
New York
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
51
RDA Financial Network
Iowa
$1.1M -$33.9K -850 -3%
HI
52
Harbour Investments
Wisconsin
$1.07M +$261K +6,544 +32%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.04M +$955K +23,980 +1,195%
FHC
54
Fort Henry Capital
West Virginia
$981K +$2.51K +63 +0.3%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$964K +$279K +6,998 +41%
NG
56
Northstar Group
New York
$904K -$27.6K -693 -3%
LNC
57
Lincoln National Corp
Pennsylvania
$862K +$22.6K +567 +3%
BIAS
58
Beacon Investment Advisory Services
New Jersey
$858K -$23.9K -600 -3%
SWP
59
Summit Wealth Partners
Florida
$850K -$17K -426 -2%
RWM
60
Ritholtz Wealth Management
New York
$846K +$46.4K +1,165 +6%
MSA
61
Marino Stram & Associates
Massachusetts
$840K – – –
RJA
62
Raymond James & Associates
Florida
$829K -$44.6M -1,118,415 -98%
FEG
63
Financial Enhancement Group
Indiana
$828K +$828K +20,844 New
GWCM
64
Godshalk Welsh Capital Management
Pennsylvania
$813K +$165K +4,134 +25%
SWM
65
Spire Wealth Management
Virginia
$808K -$13.4K -335 -2%
FHA
66
Flagship Harbor Advisors
Massachusetts
$786K +$59.5K +1,492 +8%
TPWA
67
TRUE Private Wealth Advisors
Oregon
$768K +$19.9K +500 +3%
AFP
68
Ausdal Financial Partners
Iowa
$768K -$12.2K -305 -2%
AAS
69
Avantax Advisory Services
Texas
$753K -$5.62K -141 -0.7%
SFG
70
Sovereign Financial Group
Connecticut
$728K +$44K +1,104 +6%
VFP
71
Verus Financial Partners
Virginia
$713K -$77.7K -1,952 -10%
NAS
72
Nicolet Advisory Services
Wisconsin
$710K -$33.4K -838 -4%
SW
73
SteelPeak Wealth
California
$696K +$27.7K +694 +4%
FCA
74
FinTrust Capital Advisors
South Carolina
$695K – – –
IF
75
Integrity Financial
Wyoming
$687K -$57K -1,429 -8%
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3
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