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iShares Core Moderate Allocation ETF
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Overview Fund Activity

233 hedge funds and large institutions have $477M invested in iShares Core Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 21 closing their positions.

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
97
Reduced
93
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCPG
1
Kavar Capital Partners Group
Kansas
$12.1M
2
FFN
2
Focus Financial Network
Minnesota
$7.58M
3
Wells Fargo
3
Wells Fargo
California
$10.5M
4
LPL Financial
4
LPL Financial
California
$42.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.62M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$0
3
AG
3
AlTi Global
New York
$3.64M
4
FEG
4
Financial Enhancement Group
Indiana
$828K
5
Bank of America
5
Bank of America
North Carolina
$8.42M
Name Market Value Shares Shares
Change 		Shares
Change %
GM
51
GeoWealth Management
Illinois
$1.27M 28,090 +1,528 +6%
HI
52
Harbour Investments
Wisconsin
$1.26M 27,888 -1,627 -6%
JSA
53
Jim Saulnier & Associates
Colorado
$1.25M 27,619 +27,619 New
CFGS
54
Concourse Financial Group Securities
Alabama
$1.24M 27,547 +1,811 +7%
RFN
55
RDA Financial Network
Iowa
$1.24M 27,540 -575 -2%
PGF
56
Plan Group Financial
Oklahoma
$1.23M 27,344 -1,817 -6%
IAS
57
Insigneo Advisory Services
Florida
$1.22M 27,000 – –
FFBTD
58
First Financial Bank - Trust Division
Ohio
$1.1M 24,461 +1,296 +6%
FHC
59
Fort Henry Capital
West Virginia
$1.07M 23,611 -152 -0.6%
NA
60
NewEdge Advisors
Louisiana
$1.04M 22,972 -761 -3%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.01M 22,398 +2,898 +15%
AAS
62
Avantax Advisory Services
Texas
$985K 21,842 +70 +0.3%
RWM
63
Ritholtz Wealth Management
New York
$959K 21,269 -1,495 -7%
SPC
64
Sigma Planning Corp
Michigan
$935K 20,717 +686 +3%
MAM
65
Milestone Asset Management
Pennsylvania
$928K 20,573 +753 +4%
GCM
66
Gallacher Capital Management
Colorado
$920K 20,400 +2,996 +17%
PCG
67
Prosperity Consulting Group
Maryland
$919K 20,366 +4,031 +25%
HighTower Advisors
68
HighTower Advisors
Illinois
$911K 20,241 -3,467 -15%
AWS
69
Atria Wealth Solutions
New York
$908K 20,134 +1,815 +10%
NG
70
Northstar Group
New York
$870K 19,292 -268 -1%
MML Investors Services
71
MML Investors Services
Massachusetts
$865K 19,165 +389 +2%
SWP
72
Summit Wealth Partners
Florida
$848K 18,791 -74 -0.4%
SFG
73
Sovereign Financial Group
Connecticut
$844K 18,713 +1,097 +6%
GFPC
74
Global Financial Private Client
Florida
$829K 18,368 +55 +0.3%
FEG
75
Financial Enhancement Group
Indiana
$828K 20,844 -39,042 -65%
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