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iShares Core Moderate Allocation ETF
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Overview Fund Activity

251 hedge funds and large institutions have $632M invested in iShares Core Moderate Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
–
Holders Change %
0%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
78
Reduced
86
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$52.6M
2
BCI
Brinker Capital Investments
Pennsylvania
$20.2M
3
BlackRock
BlackRock
New York
$100M
4
SFP
Sweet Financial Partners
Minnesota
$5.64M
5
FA
FDx Advisors
Illinois
$5.57M

Top Sellers

1
CIA
Compass Ion Advisors
Pennsylvania
$318K
2
TC
Trilogy Capital
California
$379K
3
Bank of America
Bank of America
North Carolina
$8.27M
4
GM
GeoWealth Management
Illinois
$1.75M
5
Ameriprise
Ameriprise
Minnesota
$4.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
176
Realta Investment Advisors
Delaware
$226K – – –
CF
177
Centaurus Financial
California
$226K +$43.1K +1,002 +24%
NFG
178
Nations Financial Group
Iowa
$219K – – –
JWA
179
JFS Wealth Advisors
Pennsylvania
$217K +$169K +3,934 +352%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$215K -$3.31M -77,125 -94%
DP
181
Divergent Planning
Maryland
$215K +$215K +4,993 New
FAAM
182
First Ascent Asset Management
Colorado
$209K -$45.4K -1,056 -18%
ME
183
McIlrath & Eck
Washington
$205K +$57.1K +1,327 +39%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$169K +$12.7K +296 +8%
APA
185
American Portfolios Advisors
New York
$162K +$14.7K +342 +10%
TF
186
TimeScale Financial
Massachusetts
$161K +$12.5K +291 +8%
CWA
187
Clearview Wealth Advisors
Oregon
$149K -$50.8K -1,182 -25%
AIM
188
Acropolis Investment Management
Missouri
$149K +$19.3K +450 +15%
PFA
189
Professional Financial Advisors
Nebraska
$143K -$773 -18 -0.5%
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$139K +$22.8K +532 +20%
HWMA
191
Heritage Wealth Management (Arizona)
Arizona
$120K +$120K +2,783 New
RFWA
192
RPg Family Wealth Advisory
Massachusetts
$106K – – –
PCFFS
193
Pacific Center for Financial Services
California
$100K – – –
EWM
194
Evermay Wealth Management
Virginia
$96K +$96K +2,227 New
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$90K – – –
CPFP
196
Clear Perspectives Financial Planning
Ohio
$89K -$51.2K -1,187 -37%
AF
197
Allworth Financial
California
$77K +$4.59K +107 +6%
HIA
198
Harbor Investment Advisory
Maryland
$69K +$1.07K +25 +2%
JPMorgan Chase & Co
199
JPMorgan Chase & Co
New York
$64K – – –
EDRH
200
Edmond de Rothschild Holding
Switzerland
$64K +$64K +1,500 New
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8
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