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iShares Core Moderate Allocation ETF
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Overview Fund Activity

227 hedge funds and large institutions have $411M invested in iShares Core Moderate Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
29
Increased
86
Reduced
83
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.7M
2
LPL Financial
2
LPL Financial
California
$35.1M
3
WANY
3
Wealthspire Advisors (New York)
New York
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.29M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.15M

Top Sellers

1
RL
1
Retireful LLC
Michigan
$0
2
TA
2
Tiedemann Advisors
New York
$7.55M
3
Jane Street
3
Jane Street
New York
$5.51M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$626K
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
126
Syntrinsic
Colorado
$335K +$335K +8,939 New
MCWS
127
McKinley Carter Wealth Services
West Virginia
$331K +$33.1K +850 +11%
CFGS
128
Concourse Financial Group Securities
Alabama
$331K +$180K +4,614 +119%
TGAM
129
TBH Global Asset Management
Tennessee
$316K – – –
CG
130
CFO4Life Group
Texas
$309K – – –
SOS
131
Silver Oak Securities
Tennessee
$302K -$143K -3,686 -32%
BHWM
132
Bay Harbor Wealth Management
Maryland
$298K -$389 -10 -0.1%
FA
133
Financial Advisors
Massachusetts
$293K +$293K +7,533 New
AAP
134
Arax Advisory Partners
Colorado
$290K -$37.8K -972 -12%
AA
135
Advisory Alpha
Michigan
$290K +$42.4K +1,088 +17%
AT
136
American Trust
Kentucky
$289K +$289K +7,434 New
AWM
137
Axxcess Wealth Management
California
$284K – – –
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$284K +$284K +7,300 New
OWA
139
Octavia Wealth Advisors
Ohio
$277K +$277K +7,127 New
SWA
140
SOA Wealth Advisors
New York
$274K +$1.71K +44 +0.6%
IP
141
Investment Partners
Ohio
$268K +$268K +6,892 New
KA
142
Kovack Advisors
Florida
$266K +$31.2K +802 +13%
ODG
143
O'Dell Group
Ohio
$256K -$3.58K -92 -1%
NRI
144
NFP Retirement Inc
California
$252K +$252K +6,470 New
JWA
145
JFS Wealth Advisors
Pennsylvania
$251K -$4.79K -123 -2%
ACA
146
Anchor Capital Advisors
Massachusetts
$246K -$20.5K -527 -8%
HWM
147
Howard Wealth Management
Connecticut
$243K +$8.53K +219 +4%
Comerica Bank
148
Comerica Bank
Texas
$243K +$243K +6,232 New
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$238K +$51.6K +1,329 +28%
IAIM
150
International Assets Investment Management
Florida
$229K -$33K -851 -13%
4 5
6
7 8