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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 %
MSA
76
Marino Stram & Associates
Massachusetts
$813K 18,024 +8 +0%
AWM
77
Avior Wealth Management
Nebraska
$807K 17,889 +179 +1%
FHA
78
Flagship Harbor Advisors
Massachusetts
$805K 17,838 +17,838 New
BIAS
79
Beacon Investment Advisory Services
New Jersey
$804K 17,829 -394 -2%
GWCM
80
Godshalk Welsh Capital Management
Pennsylvania
$793K 17,571 -393 -2%
SW
81
SteelPeak Wealth
California
$792K 17,566 +277 +2%
SL
82
Sentinus LLC
Illinois
$729K 29,028 -13,254 -31%
Legacy Financial Group (Iowa)
83
Legacy Financial Group (Iowa)
Iowa
$697K 15,456 +588 +4%
AWM
84
AE Wealth Management
Kansas
$691K 15,325 -1,881 -11%
CCFM
85
Clear Creek Financial Management
Washington
$685K 15,180 -42 -0.3%
IWM
86
IHT Wealth Management
Illinois
$682K 15,123 +6,020 +66%
AFP
87
Ausdal Financial Partners
Iowa
$650K 14,413 -131 -0.9%
MFIM
88
Mesirow Financial Investment Management
Illinois
$630K 13,968 +13,968 New
AFM
89
Armstrong Fleming & Moore
District of Columbia
$619K 13,714 +107 +0.8%
FCA
90
FinTrust Capital Advisors
South Carolina
$617K 13,681 -4,031 -23%
SOS
91
Silver Oak Securities
Tennessee
$606K 13,422 +1,871 +16%
IF
92
Integrity Financial
Wyoming
$605K 13,418 -885 -6%
D
93
Dentgroup
Louisiana
$600K 13,310 – –
KWM
94
Kingsview Wealth Management
Oregon
$590K 13,076 -283 -2%
JWCA
95
J.W. Cole Advisors
Florida
$588K 13,045 -1,521 -10%
CF
96
Centaurus Financial
California
$570K 12,633 -410 -3%
WIA
97
World Investment Advisors
California
$566K 12,557 +97 +0.8%
MWM
98
Mosley Wealth Management
California
$543K 12,230 -859 -7%
SPIA
99
Steward Partners Investment Advisory
New York
$540K 11,967 +2,435 +26%
RFA
100
RTD Financial Advisors
Pennsylvania
$531K 11,765 -64 -0.5%
2 3
4
5 6