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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 %
HighTower Advisors
101
HighTower Advisors
Illinois
$429K +$232K +5,925 +118%
SI
102
SimpliFi Inc
California
$426K -$4.59K -118 -1%
AWM
103
Adams Wealth Management
Utah
$424K -$15.8K -406 -4%
AWA
104
Archvest Wealth Advisors
California
$424K -$71.9K -1,846 -15%
SWP
105
Stratos Wealth Partners
Ohio
$416K +$7.48K +192 +2%
GCM
106
Gallacher Capital Management
Colorado
$416K +$19.7K +506 +5%
ACS
107
Archford Capital Strategies
Illinois
$416K +$17.2K +443 +4%
LIG
108
Lokken Investment Group
Delaware
$414K +$19K +489 +5%
TPWA
109
TRUE Private Wealth Advisors
Oregon
$412K -$46.7K -1,199 -10%
SSC
110
Syverson Strege & Co
Iowa
$401K +$2.53K +65 +0.6%
Citadel Advisors
111
Citadel Advisors
Florida
$397K -$1.09M -28,017 -73%
MCM
112
Mendel Capital Management
Arkansas
$385K – – –
VWA
113
Visionary Wealth Advisors
Illinois
$379K +$16.7K +428 +5%
CIAS
114
Capital Investment Advisory Services
North Carolina
$378K -$4.83K -124 -1%
SCP
115
Syntal Capital Partners
Texas
$372K -$123K -3,172 -25%
SPIA
116
Steward Partners Investment Advisory
New York
$369K +$75.2K +1,931 +26%
HWM
117
Heirloom Wealth Management
Colorado
$368K -$32.9K -845 -8%
Lido Advisors
118
Lido Advisors
California
$364K -$95.5K -2,453 -21%
UCFA
119
United Capital Financial Advisors
Texas
$359K +$359K +9,226 New
UW
120
Unique Wealth
Florida
$353K +$3.5K +90 +1%
IWC
121
Integrated Wealth Concepts
Massachusetts
$353K -$93.4K -2,398 -21%
FHC
122
First Heartland Consultants
Missouri
$351K – – –
RBA
123
Richard Bernstein Advisors
New York
$344K +$344K +8,827 +441,350%
RA
124
RFG Advisory
Alabama
$339K +$74.8K +1,921 +28%
CFGSD
125
Compass Financial Group (South Dakota)
South Dakota
$337K -$24.5K -629 -7%
3 4
5
6 7