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iShares Core Moderate Allocation ETF
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Overview Fund Activity

226 hedge funds and large institutions have $563M invested in iShares Core Moderate Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+38
Holders Change %
+20.21%
% of All Funds
4.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
58
Increased
80
Reduced
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$43.6M
2
SS
2
Simplicity Solutions
Minnesota
$39.6M
3
BCM
3
Brookstone Capital Management
Illinois
$12.9M
4
FI
4
FormulaFolio Investments
Michigan
$4.88M
5
TC
5
Trilogy Capital
California
$23M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$60.8M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.16M
3
ACP
3
Aveo Capital Partners
Colorado
$0
4
JWCA
4
J.W. Cole Advisors
Florida
$231K
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWM
101
Cardinal Point Wealth Management
California
$456K +$456K +10,590 New
SBL
102
Sargent Bickham Lagudis
Colorado
$455K – – –
LIG
103
Lokken Investment Group
Delaware
$449K +$449K +10,395 New
SSC
104
Syverson Strege & Co
Iowa
$436K +$436K +10,082 New
BHWM
105
Bay Harbor Wealth Management
Maryland
$422K -$86.5K -2,001 -17%
AF
106
Advisornet Financial
Minnesota
$413K +$68.8K +1,592 +20%
CCFM
107
Clear Creek Financial Management
Washington
$406K +$406K +9,400 New
FMN
108
Financial Management Network
California
$395K +$395K +9,027 New
OAM
109
Occidental Asset Management
California
$392K -$19.8K -459 -5%
KA
110
Kovack Advisors
Florida
$375K +$1.04K +24 +0.3%
MSFS
111
Main Street Financial Solutions
Pennsylvania
$369K +$369K +8,544 New
GWCM
112
Godshalk Welsh Capital Management
Pennsylvania
$362K +$13K +300 +4%
ATPW
113
Ashton Thomas Private Wealth
Arizona
$360K +$56.3K +1,303 +19%
KWM
114
Kingsview Wealth Management
Oregon
$353K +$353K +8,182 New
FSG
115
Financial Strategies Group
Michigan
$344K +$15K +346 +5%
CG
116
CFO4Life Group
Texas
$343K – – –
AWM
117
Avior Wealth Management
Nebraska
$337K -$36.1K -837 -10%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$332K – – –
ACA
119
Anchor Capital Advisors
Massachusetts
$329K -$130K -3,015 -28%
SWA
120
SOA Wealth Advisors
New York
$313K +$313K +7,139 New
FHA
121
Flagship Harbor Advisors
Massachusetts
$311K -$13K -300 -4%
CWC
122
Carolinas Wealth Consulting
North Carolina
$309K -$103K -2,375 -25%
HPC
123
Hobart Private Capital
North Carolina
$304K +$74.9K +1,733 +33%
ODG
124
O'Dell Group
Ohio
$297K +$297K +6,870 New
PWAG
125
Polaris Wealth Advisory Group
California
$296K +$59.6K +1,370 +25%
3 4
5
6 7