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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 %
OIA
176
Optimum Investment Advisors
Illinois
$74K -$82.3K -1,909 -53%
PWM
177
Perigon Wealth Management
California
$74K +$74K +1,721 New
APA
178
American Portfolios Advisors
New York
$73.8K -$14.3K -330 -16%
CL
179
COWA LLC
Oklahoma
$71K +$71K +1,620 New
CCM
180
Cribstone Capital Management
Maine
$64K -$7.31K -169 -10%
TFGT
181
TS Financial Group (TSFG)
Illinois
$60K – – –
LAS
182
Lloyd Advisory Services
Georgia
$56K +$46K +1,070 +461%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$55K +$55K +1,274 New
APC
184
Aspire Private Capital
North Carolina
$54K +$43 +1 +0.1%
JWA
185
JFS Wealth Advisors
Pennsylvania
$53K – – –
CFD
186
Creative Financial Designs
Indiana
$51K +$262 +6 +0.5%
FWM
187
FSA Wealth Management
Massachusetts
$49K +$49K +1,143 New
CFGS
188
Concourse Financial Group Securities
Alabama
$48K – – –
JPMorgan Chase & Co
189
JPMorgan Chase & Co
New York
$43K – – –
WWM
190
Wolff Wiese Magana
California
$43K +$43K +987 New
JFA
191
JNBA Financial Advisors
Minnesota
$39K -$47.9K -1,119 -55%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$35K -$860 -20 -2%
SWM
193
Sugarloaf Wealth Management
Georgia
$35K – – –
AF
194
Affiance Financial
Minnesota
$30K – – –
William Blair & Company
195
William Blair & Company
Illinois
$30K – – –
ICP
196
Interchange Capital Partners
Pennsylvania
$29K +$29K +677 New
DAM
197
Delta Asset Management
Tennessee
$28K -$1.08K -25 -4%
LWM
198
Liberty Wealth Management
California
$28K +$3.03K +71 +12%
HIA
199
Harbor Investment Advisory
Maryland
$27K +$1.05K +24 +4%
PWPS
200
Pinnacle Wealth Planning Services
Ohio
$23K +$23K +526 New
6 7
8
9 10