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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 %
AWM
126
Avior Wealth Management
Nebraska
$352K -$90 -2 -0%
NP
127
NorthRock Partners
Minnesota
$350K +$45 +1 +0%
Goldman Sachs
128
Goldman Sachs
New York
$350K +$350K +7,764 New
ARC
129
Advisor Resource Council
Texas
$348K +$348K +7,716 New
ACA
130
Anchor Capital Advisors
Massachusetts
$343K – – –
SFG
131
Sovereign Financial Group
Connecticut
$341K – – –
BCI
132
Brinker Capital Investments
Pennsylvania
$338K -$968K -21,504 -74%
FFA
133
Founders Financial Alliance
North Carolina
$325K +$15.8K +350 +5%
LGA
134
Lebenthal Global Advisors
New York
$319K -$8.99K -200 -3%
CWC
135
Carolinas Wealth Consulting
North Carolina
$316K +$1.31K +29 +0.4%
ATPW
136
Ashton Thomas Private Wealth
Arizona
$306K +$306K +6,795 New
RSWM
137
Robertson Stephens Wealth Management
California
$304K – – –
AIP
138
Ahrens Investment Partners
Louisiana
$296K -$6.58K -146 -2%
BA
139
Bluesphere Advisors
Pennsylvania
$295K -$900 -20 -0.3%
ODG
140
O'Dell Group
Ohio
$295K +$540 +12 +0.2%
AWM
141
Adams Wealth Management
Utah
$294K +$21K +466 +8%
HCM
142
Hollencrest Capital Management
California
$294K +$294K +6,533 New
SWA
143
SOA Wealth Advisors
New York
$292K -$10.8K -240 -4%
SI
144
SimpliFi Inc
California
$290K +$290K +6,441 New
PWAG
145
Polaris Wealth Advisory Group
California
$284K -$22.6K -501 -7%
CBFP
146
Cedar Brook Financial Partners
Ohio
$282K +$721 +16 +0.3%
CCFM
147
Clear Creek Financial Management
Washington
$275K +$275K +6,104 New
KWM
148
Kingsview Wealth Management
Oregon
$273K +$22.3K +494 +9%
GIP
149
Greatmark Investment Partners
Georgia
$270K – – –
TSS
150
Two Sigma Securities
New York
$260K +$260K +5,770 New
4 5
6
7 8