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iShares Core Moderate Allocation ETF
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Overview Fund Activity

220 hedge funds and large institutions have $529M invested in iShares Core Moderate Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-6
Holders Change %
-2.65%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
31
Increased
95
Reduced
63
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$92.2M
2
AWM
AE Wealth Management
Kansas
$49.5M
3
OMC
Old Mission Capital
Illinois
$3.97M
4
LPL Financial
LPL Financial
California
$32.5M
5
RA
RiverTree Advisors
Florida
$3.84M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$0
2
Truist Financial
Truist Financial
North Carolina
$343K
3
Bank of America
Bank of America
North Carolina
$13.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$598K
5
BCM
Brookstone Capital Management
Illinois
$5.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Allworth Financial
California
$79K -$123K -2,841 -61%
Fidelity Investments
177
Fidelity Investments
Massachusetts
$76K +$20.5K +471 +37%
APC
178
Aspire Private Capital
North Carolina
$72K +$17.1K +393 +31%
CL
179
COWA LLC
Oklahoma
$71K – – –
SCA
180
Stonebridge Capital Advisors
Minnesota
$69K +$69K +1,592 New
HIA
181
Harbor Investment Advisory
Maryland
$66K +$39.1K +898 +146%
PA
182
Parallel Advisors
California
$63K -$15.9K -366 -20%
TFGT
183
TS Financial Group (TSFG)
Illinois
$61K – – –
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$58K +$22.4K +512 +63%
TF
185
TimeScale Financial
Massachusetts
$56K -$36.6K -842 -39%
JWA
186
JFS Wealth Advisors
Pennsylvania
$54K – – –
OFG
187
Oxford Financial Group
Indiana
$50K +$26.9K +620 +116%
WAS
188
Winch Advisory Services
Wisconsin
$50K +$44.8K +1,034 +855%
BWL
189
Bogart Wealth LLC
Virginia
$50K +$50K +1,150 New
CFGS
190
Concourse Financial Group Securities
Alabama
$48K – – –
CCM
191
Cribstone Capital Management
Maine
$46K -$18.5K -425 -29%
TFS
192
TrustCore Financial Services
Tennessee
$44K +$44K +1,020 New
WWM
193
Wolff Wiese Magana
California
$43K +$87 +2 +0.2%
JFA
194
JNBA Financial Advisors
Minnesota
$43K +$3.71K +86 +9%
EK
195
Evensky & Katz
Florida
$35K +$24.9K +577 +248%
CAC
196
Certified Advisory Corp
Florida
$35K +$35K +810 New
AF
197
Affiance Financial
Minnesota
$31K – – –
William Blair & Company
198
William Blair & Company
Illinois
$30K – – –
LWM
199
Liberty Wealth Management
California
$28K – – –
DAM
200
Delta Asset Management
Tennessee
$26K -$2.17K -50 -8%
6 7
8
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