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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 %
OFG
201
Oxford Financial Group
Indiana
$23K +$23K +533 New
CAAS
202
Capital Asset Advisory Services
Michigan
$22K +$22K +515 New
IF
203
Ironwood Financial
Arizona
$21K – – –
BWM
204
Birchcreek Wealth Management
Ohio
$21K +$21K +500 New
SA
205
SRH Advisors
Kansas
$15K +$15K +340 New
EK
206
Evensky & Katz
Florida
$10K +$43 +1 +0.4%
NSIM
207
North Star Investment Management
Illinois
$8K +$88 +2 +1%
SWP
208
ShoreHaven Wealth Partners
New Jersey
$8K +$8K +182 New
GIA
209
Goodwin Investment Advisory
Georgia
$8K +$8K +192 New
FCA
210
FinTrust Capital Advisors
South Carolina
$5K -$19.4K -408 -80%
WAS
211
Winch Advisory Services
Wisconsin
$5K – – –
NFG
212
Next Financial Group
Texas
$5K – – –
AWM
213
AllSquare Wealth Management
New York
$5K – – –
MIM
214
Macroview Investment Management
Maryland
$4K – – –
PCG
215
Private Capital Group
Connecticut
$4K – – –
TRCT
216
Tower Research Capital (TRC)
New York
$4K +$4K +101 New
FCH
217
Freestone Capital Holdings
Washington
$3.89K – – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$3K -$158K -4,109 -98%
SL
219
Savior LLC
Massachusetts
$3K – – –
RCM
220
Rain Capital Management
Oregon
$3K +$39 +1 +1%
PGAM
221
Princeton Global Asset Management
New Jersey
$3K +$3K +58 New
GFPC
222
Global Financial Private Client
Florida
$2.2K – – –
MF
223
Manchester Financial
California
$1K – – –
FF
224
FourThought Financial
Florida
$1K +$1K +7 New
SIAG
225
Safeguard Investment Advisory Group
California
$1K +$1K +25 New
6 7 8
9
10