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iShares Core Moderate Allocation ETF
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Overview Fund Activity

226 hedge funds and large institutions have $563M invested in iShares Core Moderate Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+38
Holders Change %
+20.21%
% of All Funds
4.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
58
Increased
80
Reduced
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$43.6M
2
SS
2
Simplicity Solutions
Minnesota
$39.6M
3
BCM
3
Brookstone Capital Management
Illinois
$12.9M
4
FI
4
FormulaFolio Investments
Michigan
$4.88M
5
TC
5
Trilogy Capital
California
$23M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$60.8M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.16M
3
ACP
3
Aveo Capital Partners
Colorado
$0
4
JWCA
4
J.W. Cole Advisors
Florida
$231K
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Belpointe Asset Management
Nevada
$207K -$15.4K -354 -7%
JAWM
152
J. Arnold Wealth Management
Ohio
$203K +$1.95K +45 +1%
MCWS
153
McKinley Carter Wealth Services
West Virginia
$203K +$203K +4,696 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$202K +$202K +4,671 New
AF
155
Allworth Financial
California
$201K +$201K +4,663 New
COCM
156
Charter Oak Capital Management
New Hampshire
$187K +$187K +4,321 New
CPFP
157
Clear Perspectives Financial Planning
Ohio
$163K +$163K +3,777 New
CF
158
Centaurus Financial
California
$160K -$13.8K -318 -8%
TPWA
159
TRUE Private Wealth Advisors
Oregon
$157K -$166K -3,849 -51%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$129K – – –
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$125K +$125K +2,900 New
RFWA
162
RPg Family Wealth Advisory
Massachusetts
$125K – – –
PFA
163
Professional Financial Advisors
Nebraska
$121K +$38.2K +884 +46%
MAM
164
McCarthy Asset Management
California
$116K +$116K +2,696 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$114K -$99.7K -2,313 -47%
IAIM
166
International Assets Investment Management
Florida
$110K -$126K -2,905 -53%
APWA
167
Atlas Private Wealth Advisors
New Jersey
$109K -$29.6K -684 -21%
CWA
168
Clearview Wealth Advisors
Oregon
$104K +$104K +2,400 New
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$101K – – –
PCFFS
170
Pacific Center for Financial Services
California
$99K +$259 +6 +0.3%
SFS
171
Sowell Financial Services
Arkansas
$93K +$303 +7 +0.3%
TF
172
TimeScale Financial
Massachusetts
$92K +$36.9K +855 +67%
ADL
173
Asset Dedication LLC
California
$86K +$86K +2,000 New
PA
174
Parallel Advisors
California
$79K – – –
GWMIA
175
Global Wealth Management Investment Advisory
Florida
$75K +$10.3K +239 +16%
5 6
7
8 9