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iShares Core Moderate Allocation ETF
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Overview Fund Activity

235 hedge funds and large institutions have $444M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 25 closing their positions.

Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
31
Increased
87
Reduced
95
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$11.7M
2
HIP
2
HUB Investment Partners
Texas
$9.56M
3
E3F
3
Eight 31 Financial
Texas
$4.88M
4
BlackRock
4
BlackRock
New York
$117M
5
TCMP
5
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.57M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.41M
3
RL
3
Retireful LLC
Michigan
$0
4
Wells Fargo
4
Wells Fargo
California
$7.37M
5
FFN
5
Focus Financial Network
Minnesota
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$1.27M 29,515 -131 -0.4%
PGF
52
Plan Group Financial
Oklahoma
$1.25M 29,161 +4,090 +16%
RFN
53
RDA Financial Network
Iowa
$1.21M 28,115 -150 -0.5%
IAS
54
Insigneo Advisory Services
Florida
$1.16M 27,000 +27,000 New
GM
55
GeoWealth Management
Illinois
$1.14M 26,562 +662 +3%
CFGS
56
Concourse Financial Group Securities
Alabama
$1.11M 25,736 +8,014 +45%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$1.05M 24,519 +598 +2%
FHC
58
Fort Henry Capital
West Virginia
$1.02M 23,763 -842 -3%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.02M 23,708 +9,340 +65%
NA
60
NewEdge Advisors
Louisiana
$1.02M 23,733 +17,954 +311%
FFBTD
61
First Financial Bank - Trust Division
Ohio
$996K 23,165 -3,074 -12%
RWM
62
Ritholtz Wealth Management
New York
$979K 22,764 -692 -3%
AAS
63
Avantax Advisory Services
Texas
$936K 21,772 -213 -1%
Citadel Advisors
64
Citadel Advisors
Florida
$884K 20,550 -1,623 -7%
SPC
65
Sigma Planning Corp
Michigan
$862K 20,031 -5,741 -22%
MAM
66
Milestone Asset Management
Pennsylvania
$852K 19,820 +1,699 +9%
NG
67
Northstar Group
New York
$841K 19,560 +4 +0%
Renaissance Technologies
68
Renaissance Technologies
New York
$839K 19,500 -3,600 -16%
RWM
69
Reston Wealth Management
Virginia
$817K 19,006 -821 -4%
SWP
70
Summit Wealth Partners
Florida
$811K 18,865 +410 +2%
MML Investors Services
71
MML Investors Services
Massachusetts
$808K 18,776 +920 +5%
AWS
72
Atria Wealth Solutions
New York
$788K 18,319 +245 +1%
GFPC
73
Global Financial Private Client
Florida
$788K 18,313 +373 +2%
BIAS
74
Beacon Investment Advisory Services
New Jersey
$784K 18,223 -1,865 -9%
MSA
75
Marino Stram & Associates
Massachusetts
$775K 18,016 +1,118 +7%
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