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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.

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 %
KWM
76
Kingsview Wealth Management
Oregon
$681K +$466K +11,700 +217%
GFPC
77
Global Financial Private Client
Florida
$654K +$14.9K +373 +2%
PAG
78
Private Advisor Group
New Jersey
$647K -$28.3K -709 -4%
Legacy Financial Group (Iowa)
79
Legacy Financial Group (Iowa)
Iowa
$638K +$18.5K +465 +3%
KWM
80
Keebeck Wealth Management
Illinois
$621K -$45.1K -1,131 -7%
FAIM
81
Financial Advocates Investment Management
Washington
$616K -$337K -8,460 -35%
MAM
82
Milestone Asset Management
Pennsylvania
$605K -$17.1K -430 -3%
MML Investors Services
83
MML Investors Services
Massachusetts
$592K -$724K -18,168 -55%
AWS
84
Atria Wealth Solutions
New York
$576K -$22.8K -571 -4%
FFG
85
Fullen Financial Group
Ohio
$563K +$13.6K +339 +2%
DAS
86
Dynamic Advisor Solutions
Arizona
$550K -$49.9K -1,251 -8%
RPSA
87
Richard P. Slaughter Associates
Texas
$541K -$205K -5,143 -27%
Stifel Financial
88
Stifel Financial
Missouri
$537K -$1.15M -28,814 -68%
D
89
Dentgroup
Louisiana
$531K – – –
EIG
90
Ellenbecker Investment Group
Wisconsin
$513K +$25.1K +630 +5%
MWM
91
Merriman Wealth Management
Washington
$513K -$7.22K -181 -1%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$510K -$10.6K -267 -2%
CCM
93
Coldstream Capital Management
Washington
$502K -$2M -50,168 -80%
SCP
94
Syntal Capital Partners
Texas
$499K +$499K +12,508 New
DC
95
Davenport & Co
Virginia
$487K -$1.71K -43 -0.4%
IA
96
IFP Advisors
Florida
$481K -$81.7K -2,165 -15%
BPA
97
Beacon Pointe Advisors
California
$480K +$399 +10 +0.1%
NWM
98
Northwest Wealth Management
Iowa
$475K -$125K -3,134 -21%
IWC
99
Integrated Wealth Concepts
Massachusetts
$470K +$6.01K +151 +1%
Lido Advisors
100
Lido Advisors
California
$469K +$469K +11,777 New
2 3
4
5 6