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iShares Core Moderate Allocation ETF
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Overview Fund Activity

216 hedge funds and large institutions have $408M invested in iShares Core Moderate Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-9
Holders Change %
-4%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
17
Increased
75
Reduced
88
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
Financial Advocates Investment Management
Washington
$7.48M
2
RL
Retireful LLC
Michigan
$5.17M
3
CWA
Consilium Wealth Advisory
Texas
$3.68M
4
OBWG
Onyx Bridge Wealth Group
New York
$1.81M
5
GM
GeoWealth Management
Illinois
$1.21M

Top Sellers

1
TA
Tiedemann Advisors
New York
$10.9M
2
Morgan Stanley
Morgan Stanley
New York
$14.8M
3
Jane Street
Jane Street
New York
$7.49M
4
AAS
Ameritas Advisory Services
Nebraska
$0
5
JWCA
J.W. Cole Advisors
Florida
$816K
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
126
Bay Harbor Wealth Management
Maryland
$310K – – –
MCWS
127
McKinley Carter Wealth Services
West Virginia
$309K -$12.2K -302 -4%
SPIA
128
Steward Partners Investment Advisory
New York
$305K – – –
AWM
129
Axxcess Wealth Management
California
$295K – – –
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$284K +$54.2K +1,336 +24%
SWA
131
SOA Wealth Advisors
New York
$283K +$485 +12 +0.2%
ACA
132
Anchor Capital Advisors
Massachusetts
$276K – – –
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$275K -$19.9K -492 -7%
RA
134
RFG Advisory
Alabama
$274K +$1.33K +33 +0.5%
IAIM
135
International Assets Investment Management
Florida
$273K +$273K +6,755 New
ODG
136
O'Dell Group
Ohio
$269K +$849 +21 +0.3%
JWA
137
JFS Wealth Advisors
Pennsylvania
$265K +$4.73K +117 +2%
LEFP
138
Leading Edge Financial Planning
Tennessee
$257K -$12.4K -308 -5%
AA
139
Advisory Alpha
Michigan
$257K +$257K +6,358 New
KA
140
Kovack Advisors
Florida
$244K -$1.23M -30,347 -83%
HWM
141
Howard Wealth Management
Connecticut
$244K +$18K +446 +8%
GIP
142
Greatmark Investment Partners
Georgia
$242K – – –
DWM
143
Darwin Wealth Management
Florida
$236K -$22.4K -560 -9%
FFA
144
Founders Financial Alliance
North Carolina
$236K – – –
CBFP
145
Cedar Brook Financial Partners
Ohio
$229K -$9.9K -245 -4%
LOIP
146
Live Oak Investment Partners
Texas
$226K -$223K – –
TFA
147
TPG Financial Advisors
Oregon
$224K -$81.9K -2,027 -27%
PIAS
148
PCA Investment Advisory Services
Ohio
$221K -$22.1K -546 -9%
WP
149
WealthPLAN Partners
Nebraska
$220K -$404 -10 -0.2%
AF
150
Allworth Financial
California
$217K +$3.56K +88 +2%
4 5
6
7 8