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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 %
MPPLM
126
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$293K -$28.7K -666 -9%
W
127
Wealthquest
Ohio
$293K -$12.4K -289 -4%
FFA
128
Founders Financial Alliance
North Carolina
$292K – – –
BA
129
Bluesphere Advisors
Pennsylvania
$292K +$292K +6,775 New
HighTower Advisors
130
HighTower Advisors
Illinois
$291K +$12.9K +297 +5%
LGA
131
Lebenthal Global Advisors
New York
$287K +$287K +6,660 New
IA
132
IFP Advisors
Florida
$285K +$24.9K +579 +10%
PAM
133
Peak Asset Management
Colorado
$280K +$280K +6,489 New
TFA
134
TPG Financial Advisors
Oregon
$276K -$13.8K -318 -5%
AIP
135
Ahrens Investment Partners
Louisiana
$275K +$9.8K +227 +4%
AFP
136
Ausdal Financial Partners
Iowa
$271K -$50.2K -1,162 -16%
AWM
137
Alterna Wealth Management
Texas
$270K – – –
BFS
138
Bard Financial Services
Connecticut
$268K +$268K +6,200 New
AWM
139
Adams Wealth Management
Utah
$266K -$68.6K -1,587 -20%
F
140
F3Logic
Minnesota
$266K +$345 +8 +0.1%
GIP
141
Greatmark Investment Partners
Georgia
$259K – – –
AWA
142
Acorn Wealth Advisors
Michigan
$259K +$259K +5,991 New
VWM
143
Vigilare Wealth Management
Arizona
$257K +$5.8K +134 +2%
SAM
144
Synergy Asset Management
Washington
$251K +$251K +5,814 New
MWC
145
MKD Wealth Coaches
Michigan
$249K +$249K +5,759 New
JWCA
146
J.W. Cole Advisors
Florida
$231K -$1.19M -27,668 -84%
ASN
147
Advisory Services Network
Georgia
$229K -$11.8K -274 -5%
CBFP
148
Cedar Brook Financial Partners
Ohio
$227K +$227K +5,253 New
PA
149
PFG Advisors
Arizona
$222K -$85.6K -1,980 -28%
SFWA
150
Summit Financial Wealth Advisors
Louisiana
$215K – – –
4 5
6
7 8