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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 %
SWP
76
Summit Wealth Partners
Florida
$733K +$22.5K +499 +3%
SWP
77
Stratos Wealth Partners
Ohio
$707K +$26.5K +588 +4%
Deutsche Bank
78
Deutsche Bank
Germany
$705K – – –
CIA
79
Compass Ion Advisors
Pennsylvania
$684K -$222K -4,927 -24%
BIAS
80
Beacon Investment Advisory Services
New Jersey
$646K +$51.3K +1,138 +9%
DC
81
Davenport & Co
Virginia
$636K +$1.13K +25 +0.2%
CI
82
CX Institutional
Indiana
$632K -$37K -821 -6%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$627K +$9.32K +207 +2%
CPWM
84
Cardinal Point Wealth Management
California
$624K +$147K +3,250 +31%
ACS
85
Archford Capital Strategies
Illinois
$621K +$14.5K +323 +2%
GFPC
86
Global Financial Private Client
Florida
$608K +$608K +13,490 New
Stifel Financial
87
Stifel Financial
Missouri
$585K +$71.1K +1,578 +14%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$572K -$136K -3,020 -19%
RBFC
89
Roman Butler Fullerton & Co
Missouri
$567K -$171K -3,800 -23%
EA
90
Efficient Advisors
Ohio
$543K -$109K -2,429 -17%
SPC
91
Sigma Planning Corp
Michigan
$540K -$14.9K -330 -3%
FFG
92
Fullen Financial Group
Ohio
$527K -$19.9K -442 -4%
GWAG
93
Garrett Wealth Advisory Group
Texas
$523K – – –
AFP
94
Ausdal Financial Partners
Iowa
$522K +$180K +3,994 +53%
HPC
95
Hobart Private Capital
North Carolina
$514K -$14.8K -328 -3%
CIAS
96
Capital Investment Advisory Services
North Carolina
$505K -$16.8K -372 -3%
SSC
97
Syverson Strege & Co
Iowa
$494K -$40.2K -893 -8%
WAS
98
Wealth Advisory Solutions
Indiana
$494K – – –
VWA
99
Visionary Wealth Advisors
Illinois
$493K -$273K -6,072 -36%
AAP
100
Arax Advisory Partners
Colorado
$492K +$492K +10,914 New
2 3
4
5 6