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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 %
PCFFS
176
Pacific Center for Financial Services
California
$92.7K +$467 +12 +0.5%
CWC
177
Carolinas Wealth Consulting
North Carolina
$86.5K +$836 +22 +1%
RFG
178
RFP Financial Group
Georgia
$83.7K +$69.4K +1,784 +487%
HIA
179
Harbor Investment Advisory
Maryland
$70.9K +$973 +25 +1%
GC
180
Gould Capital
Washington
$59.7K -$44.7K -1,155 -43%
AssetMark Inc
181
AssetMark Inc
California
$58.7K +$2.8K +72 +5%
TFGT
182
TS Financial Group (TSFG)
Illinois
$55K – – –
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$54.7K +$12.3K +317 +29%
GWM
184
Geneos Wealth Management
Colorado
$48.5K +$28.8K +740 +146%
JFA
185
JNBA Financial Advisors
Minnesota
$47.3K +$9.38K +241 +25%
HFS
186
Hantz Financial Services
Michigan
$47K +$29.3K +751 +166%
AF
187
Advisornet Financial
Minnesota
$43.2K +$8.29K +213 +24%
APC
188
Aspire Private Capital
North Carolina
$42.1K -$6.54K -168 -13%
WWM
189
Wolff Wiese Magana
California
$39.6K +$78 +2 +0.2%
WA
190
WestEnd Advisors
North Carolina
$37.4K +$37.4K +960 New
OFG
191
Oxford Financial Group
Indiana
$36.2K – – –
SS
192
Sunbelt Securities
Texas
$35.2K +$1.67K +43 +5%
CP
193
Castleview Partners
Texas
$34.3K +$34.3K +882 New
BWL
194
Bogart Wealth LLC
Virginia
$32.2K -$12.6K -323 -28%
SWM
195
Sugarloaf Wealth Management
Georgia
$31.1K – – –
AIC
196
Archer Investment Corporation
Indiana
$29.9K – – –
HCM
197
Hollencrest Capital Management
California
$29.8K – – –
GJIA
198
Glass Jacobson Investment Advisors
Maryland
$24.3K +$24.3K +625 New
MWM
199
Mascoma Wealth Management
New Hampshire
$24.3K – – –
MBFW
200
Morton Brown Family Wealth
Pennsylvania
$20.3K -$128K -3,297 -86%
6 7
8
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