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

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
$5.82M
2
AWM
AE Wealth Management
Kansas
$9.12M
3
CFD
Creative Financial Designs
Indiana
$63K
4
Jane Street
Jane Street
New York
$0
5
PPA
Parametric Portfolio Associates
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
176
Professional Financial Advisors
Nebraska
$154K +$361 +8 +0.2%
ACA
177
Aptus Capital Advisors
Alabama
$143K – – –
TF
178
TimeScale Financial
Massachusetts
$122K +$63.9K +1,420 +110%
RFWA
179
RPg Family Wealth Advisory
Massachusetts
$122K +$122K +2,700 New
PCFFS
180
Pacific Center for Financial Services
California
$104K +$180 +4 +0.2%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$101K – – –
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$93K -$179 -4 -0.2%
ADL
183
Asset Dedication LLC
California
$90K – – –
APWA
184
Atlas Private Wealth Advisors
New Jersey
$84K – – –
SCA
185
Stonebridge Capital Advisors
Minnesota
$83K +$13.7K +315 +20%
Fidelity Investments
186
Fidelity Investments
Massachusetts
$79K +$226 +5 +0.3%
HWMA
187
Heritage Wealth Management (Arizona)
Arizona
$74K -$119K -2,660 -62%
AF
188
Allworth Financial
California
$70K -$11.7K -260 -14%
APC
189
Aspire Private Capital
North Carolina
$70K -$3.99K -89 -5%
HIA
190
Harbor Investment Advisory
Maryland
$69K +$632 +14 +0.9%
JPMorgan Chase & Co
191
JPMorgan Chase & Co
New York
$67K +$67K +1,490 New
PA
192
Parallel Advisors
California
$65K – – –
CFD
193
Creative Financial Designs
Indiana
$63K -$3.09M -68,302 -98%
TFGT
194
TS Financial Group (TSFG)
Illinois
$63K – – –
CFGS
195
Concourse Financial Group Securities
Alabama
$58K +$8.13K +180 +16%
OFG
196
Oxford Financial Group
Indiana
$52K – – –
BWL
197
Bogart Wealth LLC
Virginia
$52K – – –
JWA
198
JFS Wealth Advisors
Pennsylvania
$50K -$5.05K -113 -9%
CCM
199
Cribstone Capital Management
Maine
$50K +$2.57K +57 +5%
GWMIA
200
Global Wealth Management Investment Advisory
Florida
$49K -$63.3K -1,417 -56%
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