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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 %
SFG
76
Sovereign Financial Group
Connecticut
$656K -$55K -1,413 -8%
VFP
77
Verus Financial Partners
Virginia
$651K -$39.1K -1,011 -6%
NAS
78
Nicolet Advisory Services
Wisconsin
$640K -$30.7K -803 -5%
SW
79
SteelPeak Wealth
California
$640K -$38K -975 -6%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$626K -$1.37M -35,244 -69%
IF
81
Integrity Financial
Wyoming
$620K +$6.42K +165 +1%
PAG
82
Private Advisor Group
New Jersey
$615K -$123K -3,171 -17%
IA
83
IFP Advisors
Florida
$614K -$25.4K -652 -4%
Legacy Financial Group (Iowa)
84
Legacy Financial Group (Iowa)
Iowa
$611K +$8.37K +215 +1%
RFA
85
RTD Financial Advisors
Pennsylvania
$571K -$34.1K -875 -6%
DAS
86
Dynamic Advisor Solutions
Arizona
$542K +$4.09K +105 +0.8%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$525K – – –
AFM
88
Armstrong Fleming & Moore
District of Columbia
$518K +$3.89K +100 +0.8%
D
89
Dentgroup
Louisiana
$518K – – –
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$514K -$3.66K -94 -0.7%
SPC
91
Sigma Planning Corp
Michigan
$509K +$1.79K +46 +0.4%
CF
92
Centaurus Financial
California
$507K +$140K +3,586 +38%
MWM
93
Merriman Wealth Management
Washington
$505K +$4.13K +106 +0.8%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$498K +$622 +16 +0.1%
Stifel Financial
95
Stifel Financial
Missouri
$477K -$27.5K -707 -5%
WIA
96
World Investment Advisors
California
$476K – – –
NWM
97
Northwest Wealth Management
Iowa
$468K -$1.56K -40 -0.3%
CCFM
98
Clear Creek Financial Management
Washington
$464K +$6.62K +170 +1%
BPA
99
Beacon Pointe Advisors
California
$455K -$14K -359 -3%
FAAM
100
First Ascent Asset Management
Colorado
$433K +$31.9K +819 +8%
2 3
4
5 6