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iShares Core Moderate Allocation ETF
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Overview Fund Activity

227 hedge funds and large institutions have $411M invested in iShares Core Moderate Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
29
Increased
86
Reduced
83
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.7M
2
LPL Financial
2
LPL Financial
California
$35.1M
3
WANY
3
Wealthspire Advisors (New York)
New York
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.29M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.15M

Top Sellers

1
RL
1
Retireful LLC
Michigan
$0
2
TA
2
Tiedemann Advisors
New York
$7.55M
3
Jane Street
3
Jane Street
New York
$5.51M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$626K
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$1.09M +$12.6K +323 +1%
HI
52
Harbour Investments
Wisconsin
$1.03M -$1.48K -38 -0.1%
PGF
53
Plan Group Financial
Oklahoma
$958K +$958K +24,601 New
FHC
54
Fort Henry Capital
West Virginia
$949K -$3.7K -95 -0.4%
Goldman Sachs
55
Goldman Sachs
New York
$903K +$903K +23,196 New
SWP
56
Summit Wealth Partners
Florida
$893K +$48.8K +1,254 +6%
GWCM
57
Godshalk Welsh Capital Management
Pennsylvania
$874K +$2.22K +57 +0.3%
NG
58
Northstar Group
New York
$864K +$311 +8 +0%
AAS
59
Avantax Advisory Services
Texas
$855K +$16.6K +426 +2%
RWM
60
Ritholtz Wealth Management
New York
$849K -$48.1K -1,235 -5%
BIAS
61
Beacon Investment Advisory Services
New Jersey
$816K -$1.29K -33 -0.2%
MML Investors Services
62
MML Investors Services
Massachusetts
$797K +$4.87K +125 +0.6%
JWCA
63
J.W. Cole Advisors
Florida
$770K -$16.7K -429 -2%
Renaissance Technologies
64
Renaissance Technologies
New York
$767K -$576K -14,800 -43%
MSA
65
Marino Stram & Associates
Massachusetts
$746K -$23.2K -595 -3%
AFP
66
Ausdal Financial Partners
Iowa
$740K -$18.8K -484 -2%
RWM
67
Reston Wealth Management
Virginia
$734K -$566K -14,533 -44%
FHA
68
Flagship Harbor Advisors
Massachusetts
$714K -$18.3K -471 -3%
KWM
69
Kingsview Wealth Management
Oregon
$706K +$34.5K +887 +5%
AWS
70
Atria Wealth Solutions
New York
$694K +$198K +5,085 +40%
EIG
71
Ellenbecker Investment Group
Wisconsin
$692K +$190K +4,882 +38%
FIA
72
Foundations Investment Advisors
Arizona
$685K +$685K +17,595 New
FTUS
73
Flow Traders U.S.
New York
$683K +$683K +17,544 New
MAM
74
Milestone Asset Management
Pennsylvania
$667K +$81.5K +2,108 +14%
GFPC
75
Global Financial Private Client
Florida
$662K +$14K +361 +2%
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3
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