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iShares Core Moderate Allocation ETF
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Overview Fund Activity

252 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
97
Reduced
85
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$71.1M
2
RJA
Raymond James & Associates
Florida
$42.2M
3
Wells Fargo
Wells Fargo
California
$40.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.5M
5
KCPG
Kavar Capital Partners Group
Kansas
$11.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9M
2
WANY
Wealthspire Advisors (New York)
New York
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.3M
4
Jane Street
Jane Street
New York
$1.97M
5
Osaic Holdings
Osaic Holdings
Arizona
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
126
Capital Investment Advisory Services
North Carolina
$386K -$17.1K -413 -4%
RA
127
RFG Advisory
Alabama
$378K +$16.6K +401 +5%
UW
128
Unique Wealth
Florida
$374K -$3.11K -75 -0.8%
IWC
129
Integrated Wealth Concepts
Massachusetts
$371K -$5.06K -122 -1%
NAS
130
Nicolet Advisory Services
Wisconsin
$371K -$315K -7,680 -46%
FHC
131
First Heartland Consultants
Missouri
$370K -$4.15K -100 -1%
IP
132
Investment Partners
Ohio
$367K +$81.4K +1,961 +28%
S
133
Syntrinsic
Colorado
$361K +$5.02K +126 +1%
AT
134
American Trust
Kentucky
$345K +$36.2K +872 +12%
AAP
135
Arax Advisory Partners
Colorado
$344K +$34.9K +842 +11%
Corient Private Wealth
136
Corient Private Wealth
Florida
$343K +$343K +8,271 New
E3F
137
Eight 31 Financial
Texas
$337K +$337K +8,128 New
CFGSD
138
Compass Financial Group (South Dakota)
South Dakota
$336K -$23K -553 -6%
MCWS
139
McKinley Carter Wealth Services
West Virginia
$333K -$19.8K -478 -6%
UCFA
140
United Capital Financial Advisors
Texas
$331K -$51.8K -1,248 -14%
CG
141
CFO4Life Group
Texas
$329K – – –
LEFP
142
Leading Edge Financial Planning
Tennessee
$327K +$107K +2,572 +49%
ZIM
143
Zacks Investment Management
Illinois
$321K +$321K +7,736 New
KIG
144
Kowal Investment Group
Wisconsin
$321K +$321K +7,736 New
BHWM
145
Bay Harbor Wealth Management
Maryland
$321K +$3.2K +77 +1%
AA
146
Advisory Alpha
Michigan
$319K +$9.67K +233 +3%
Jones Financial Companies
147
Jones Financial Companies
Missouri
$306K +$306K +7,360 New
WC
148
Waterloo Capital
Texas
$304K +$304K +7,328 New
AWM
149
Axxcess Wealth Management
California
$303K – – –
NP
150
NorthRock Partners
Minnesota
$297K +$297K +7,152 New
4 5
6
7 8