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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 %
FMN
101
Financial Management Network
California
$474K -$5.82K -129 -1%
SBL
102
Sargent Bickham Lagudis
Colorado
$474K – – –
MML Investors Services
103
MML Investors Services
Massachusetts
$471K +$20.6K +458 +5%
LIG
104
Lokken Investment Group
Delaware
$436K +$765 +17 +0.2%
MIC
105
Means Investment Company
Maine
$434K -$109K -2,429 -20%
AF
106
Advisornet Financial
Minnesota
$433K +$4.5K +100 +1%
OAM
107
Occidental Asset Management
California
$417K +$20.3K +450 +5%
MCWS
108
McKinley Carter Wealth Services
West Virginia
$413K +$7.04K +156 +2%
WP
109
WealthPLAN Partners
Nebraska
$412K +$8.28K +182 +2%
HAS
110
HBW Advisory Services
California
$405K +$9.42K +209 +2%
CAG
111
Compass Advisory Group
New York
$402K -$341K -7,575 -46%
AWA
112
Acorn Wealth Advisors
Michigan
$398K -$4.24K -94 -1%
BHWM
113
Bay Harbor Wealth Management
Maryland
$390K -$44K -978 -10%
GWCM
114
Godshalk Welsh Capital Management
Pennsylvania
$389K +$4.79K +106 +1%
FHC
115
First Heartland Consultants
Missouri
$389K +$389K +8,634 New
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$382K +$300K +6,668 +366%
Truist Financial
117
Truist Financial
North Carolina
$376K +$20.9K +464 +6%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$371K -$336K – –
MSFS
119
Main Street Financial Solutions
Pennsylvania
$371K +$3.16K +70 +0.9%
W
120
Wealthquest
Ohio
$370K -$14.7K -326 -4%
VWM
121
Vigilare Wealth Management
Arizona
$368K +$88.3K +1,963 +32%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$366K +$306K +6,796 +513%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$361K -$540 -12 -0.1%
CG
124
CFO4Life Group
Texas
$357K – – –
FSG
125
Financial Strategies Group
Michigan
$355K -$15.4K -343 -4%
3 4
5
6 7