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iShares Core Moderate Allocation ETF
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Overview Fund Activity

236 hedge funds and large institutions have $572M invested in iShares Core Moderate Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
4.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
31
Increased
88
Reduced
77
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$44.1M
2
TA
2
Tiedemann Advisors
New York
$71.9M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
BlackRock
4
BlackRock
New York
$99.1M
5
LPL Financial
5
LPL Financial
California
$36.9M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$5.82M
2
AWM
2
AE Wealth Management
Kansas
$9.12M
3
CFD
3
Creative Financial Designs
Indiana
$63K
4
Jane Street
4
Jane Street
New York
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Belpointe Asset Management
Nevada
$253K -$8.22K -183 -3%
MPPLM
152
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$245K -$88K -1,951 -26%
TFA
153
TPG Financial Advisors
Oregon
$234K -$15K -332 -6%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$232K -$83K -1,844 -26%
NFG
155
Nations Financial Group
Iowa
$229K +$135 +3 +0.1%
AAS
156
Avantax Advisory Services
Texas
$227K +$227K +5,033 New
MWC
157
MKD Wealth Coaches
Michigan
$226K -$18.4K -409 -8%
JAWM
158
J. Arnold Wealth Management
Ohio
$224K +$18.6K +413 +9%
CWA
159
Clearview Wealth Advisors
Oregon
$219K +$61.9K +1,372 +39%
FIA
160
Foundations Investment Advisors
Arizona
$217K – – –
CF
161
Centaurus Financial
California
$213K -$258K -5,717 -55%
AWE
162
Avidian Wealth Enterprises
Texas
$212K +$212K +4,698 New
KOC
163
Koss-Olinger Consulting
Florida
$210K – – –
FAAM
164
First Ascent Asset Management
Colorado
$207K +$207K +4,601 New
TPWA
165
TRUE Private Wealth Advisors
Oregon
$206K +$206K +4,593 New
DP
166
Divergent Planning
Maryland
$205K +$205K +4,545 New
FHA
167
Flagship Harbor Advisors
Massachusetts
$205K +$205K +4,551 New
CBN
168
Cadence Bank NA
Texas
$203K +$203K +4,500 New
SFWA
169
Summit Financial Wealth Advisors
Louisiana
$202K -$33.6K -747 -14%
CWM
170
Cahaba Wealth Management
Georgia
$202K -$17.1K -379 -8%
ASN
171
Advisory Services Network
Georgia
$202K +$202K +4,473 New
SB
172
Strategic Blueprint
Georgia
$199K +$199K +4,424 New
COCM
173
Charter Oak Capital Management
New Hampshire
$183K – – –
CPFP
174
Clear Perspectives Financial Planning
Ohio
$170K -$11.3K -250 -6%
APA
175
American Portfolios Advisors
New York
$166K – – –
5 6
7
8 9