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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 %
TFA
151
TPG Financial Advisors
Oregon
$227K +$11.3K +290 +5%
FFA
152
Founders Financial Alliance
North Carolina
$227K – – –
CBFP
153
Cedar Brook Financial Partners
Ohio
$217K -$3.35K -86 -2%
DWM
154
Darwin Wealth Management
Florida
$216K -$14.1K -362 -6%
PIAS
155
PCA Investment Advisory Services
Ohio
$213K +$156 +4 +0.1%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$212K -$52.7K -1,354 -20%
WP
157
WealthPLAN Partners
Nebraska
$211K -$389 -10 -0.2%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$210K -$70.8K -1,770 -25%
RIA
159
Realta Investment Advisors
Delaware
$208K – – –
LEFP
160
Leading Edge Financial Planning
Tennessee
$206K -$41.3K -1,062 -17%
AWM
161
Avior Wealth Management
Nebraska
$205K -$231K -5,922 -53%
VP
162
Verum Partners
North Carolina
$203K +$1.36K +35 +0.7%
AF
163
Allworth Financial
California
$195K -$13.2K -338 -6%
PA
164
Parallel Advisors
California
$186K – – –
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$180K -$9.34K -240 -5%
SWM
166
Spire Wealth Management
Virginia
$170K -$603K -15,486 -78%
ME
167
McIlrath & Eck
Washington
$164K -$973 -25 -0.6%
CTC
168
Central Trust Company
Missouri
$157K +$157K +4,030 New
PCMC
169
Private Capital Management (Colorado)
Colorado
$151K -$9.73K -250 -6%
SL
170
Salomon & Ludwin
Virginia
$150K +$150K +3,865 New
BTI
171
Blue Trust Inc
Georgia
$137K – – –
VWM
172
Venturi Wealth Management
Texas
$126K -$1.32K -34 -1%
LOIP
173
Live Oak Investment Partners
Texas
$122K -$226K – –
CPG
174
Cornerstone Planning Group
New Jersey
$112K +$6.58K +169 +6%
MAWA
175
Moss Adams Wealth Advisors
Washington
$98.2K +$98.2K +2,522 New
5 6
7
8 9