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iShares Core Moderate Allocation ETF
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Overview Fund Activity

251 hedge funds and large institutions have $632M invested in iShares Core Moderate Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
–
Holders Change %
0%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
78
Reduced
86
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$52.6M
2
BCI
Brinker Capital Investments
Pennsylvania
$20.2M
3
BlackRock
BlackRock
New York
$100M
4
SFP
Sweet Financial Partners
Minnesota
$5.64M
5
FA
FDx Advisors
Illinois
$5.57M

Top Sellers

1
CIA
Compass Ion Advisors
Pennsylvania
$318K
2
TC
Trilogy Capital
California
$379K
3
Bank of America
Bank of America
North Carolina
$8.27M
4
GM
GeoWealth Management
Illinois
$1.75M
5
Ameriprise
Ameriprise
Minnesota
$4.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
126
Madrona Financial Services
Washington
$396K -$1.83M -43,195 -82%
MF
127
Manchester Financial
California
$391K +$391K +9,100 New
Truist Financial
128
Truist Financial
North Carolina
$390K -$466K -10,832 -54%
OAM
129
Occidental Asset Management
California
$388K +$5.37K +125 +1%
Renaissance Technologies
130
Renaissance Technologies
New York
$387K +$387K +9,000 New
LIG
131
Lokken Investment Group
Delaware
$386K -$17.4K -430 -4%
TC
132
Trilogy Capital
California
$379K -$13.2M -307,932 -97%
AWA
133
Acorn Wealth Advisors
Michigan
$377K -$688 -16 -0.2%
BHWM
134
Bay Harbor Wealth Management
Maryland
$373K +$1.16K +27 +0.3%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$373K +$373K +8,674 New
UCFA
136
United Capital Financial Advisors
Texas
$350K -$5.55K -129 -2%
CG
137
CFO4Life Group
Texas
$341K – – –
EA
138
Efficient Advisors
Ohio
$338K -$40.5K -942 -11%
ARC
139
Advisor Resource Council
Texas
$326K – – –
CWC
140
Carolinas Wealth Consulting
North Carolina
$321K +$1.98K +46 +0.6%
CIA
141
Compass Ion Advisors
Pennsylvania
$318K -$13.6M -316,220 -98%
CCFM
142
Clear Creek Financial Management
Washington
$318K +$1.12K +26 +0.4%
HighTower Advisors
143
HighTower Advisors
Illinois
$317K +$317K +7,357 New
SSC
144
Syverson Strege & Co
Iowa
$314K -$75K -1,747 -19%
AWS
145
Atria Wealth Solutions
New York
$311K +$311K +7,242 New
NP
146
NorthRock Partners
Minnesota
$309K -$24.6K -574 -7%
Goldman Sachs
147
Goldman Sachs
New York
$302K -$1.82M -42,370 -86%
ATPW
148
Ashton Thomas Private Wealth
Arizona
$295K – – –
ACA
149
Anchor Capital Advisors
Massachusetts
$294K – – –
FFA
150
Founders Financial Alliance
North Carolina
$294K – – –
4 5
6
7 8