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iShares Core Moderate Allocation ETF
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Overview Fund Activity

225 hedge funds and large institutions have $443M invested in iShares Core Moderate Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-23
Holders Change %
-9.27%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
26
Increased
68
Reduced
97
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$99M
2
JWCA
J.W. Cole Advisors
Florida
$4.29M
3
WA
Win Advisors
Florida
$3.11M
4
Jane Street
Jane Street
New York
$14.8M
5
RL
Retireful LLC
Michigan
$1.67M

Top Sellers

1
AT
Arden Trust
Delaware
$347K
2
Franklin Resources
Franklin Resources
California
$0
3
RJA
Raymond James & Associates
Florida
$829K
4
Morgan Stanley
Morgan Stanley
New York
$25.6M
5
TA
Tiedemann Advisors
New York
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
126
Arden Trust
Delaware
$347K -$50.5M -1,265,188 -99%
FAAM
127
First Ascent Asset Management
Colorado
$341K +$20.8K +523 +7%
UW
128
Unique Wealth
Florida
$335K +$678 +17 +0.2%
CC
129
Cypress Capital
Tennessee
$320K -$75.5K -1,893 -19%
AAP
130
Arax Advisory Partners
Colorado
$318K +$34.4K +863 +12%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$317K +$3.19K +80 +1%
CG
132
CFO4Life Group
Texas
$316K -$14.1K -354 -4%
BHWM
133
Bay Harbor Wealth Management
Maryland
$306K – – –
TFA
134
TPG Financial Advisors
Oregon
$302K +$6.38K +160 +2%
SPIA
135
Steward Partners Investment Advisory
New York
$301K +$6.7K +168 +2%
AWM
136
Axxcess Wealth Management
California
$291K – – –
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$291K -$40K -1,004 -12%
AT
138
American Trust
Kentucky
$290K +$6.25K +156 +2%
OAM
139
Occidental Asset Management
California
$283K -$9.17K -230 -3%
SWA
140
SOA Wealth Advisors
New York
$278K +$7.57K +190 +3%
NP
141
NorthRock Partners
Minnesota
$276K – – –
ACA
142
Anchor Capital Advisors
Massachusetts
$273K – – –
RA
143
RFG Advisory
Alabama
$269K – – –
LEFP
144
Leading Edge Financial Planning
Tennessee
$266K +$266K +6,670 New
ODG
145
O'Dell Group
Ohio
$265K +$199 +5 +0.1%
DWM
146
Darwin Wealth Management
Florida
$257K -$13.5K -340 -5%
JWA
147
JFS Wealth Advisors
Pennsylvania
$257K +$50.8K +1,275 +25%
PIAS
148
PCA Investment Advisory Services
Ohio
$240K +$240K +6,017 New
GIP
149
Greatmark Investment Partners
Georgia
$239K – – –
CBFP
150
Cedar Brook Financial Partners
Ohio
$236K +$16.7K +420 +8%
4 5
6
7 8