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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 %
IF
201
Ironwood Financial
Arizona
$21K – – –
MWM
202
Mascoma Wealth Management
New Hampshire
$18K +$18K +417 New
SA
203
SRH Advisors
Kansas
$15K – – –
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$12K -$113K -2,621 -90%
MA
205
Montag & Associates
Georgia
$9K +$9K +200 New
SWP
206
ShoreHaven Wealth Partners
New Jersey
$8K – – –
NSIM
207
North Star Investment Management
Illinois
$8K – – –
GIA
208
Goodwin Investment Advisory
Georgia
$8K – – –
MIM
209
Macroview Investment Management
Maryland
$8K +$4.13K +98 +107%
NFG
210
Next Financial Group
Texas
$5K – – –
AWM
211
AllSquare Wealth Management
New York
$5K – – –
FCA
212
FinTrust Capital Advisors
South Carolina
$5K +$139 +3 +3%
PCG
213
Private Capital Group
Connecticut
$4K – – –
RCM
214
Rain Capital Management
Oregon
$3K – – –
PGAM
215
Princeton Global Asset Management
New Jersey
$3K – – –
SL
216
Savior LLC
Massachusetts
$3K – – –
IPW
217
IronBridge Private Wealth
Texas
$1K -$4.81M -115,441 -100%
FF
218
FourThought Financial
Florida
$1K – – –
RCA
219
Ranch Capital Advisors
Florida
$1K +$625 +25 +167%
SWM
220
Sugarloaf Wealth Management
Georgia
$35 +$34 +18,876 +2,360%
SS
221
Simplicity Solutions
Minnesota
– -$39.6M -916,950 Closed
FI
222
FormulaFolio Investments
Michigan
– -$4.88M -113,015 Closed
Renaissance Technologies
223
Renaissance Technologies
New York
– -$1.85M -42,700 Closed
TCBWMS
224
Texas Capital Bank Wealth Management Services
Texas
– -$1.09M -25,174 Closed
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
– -$745K -17,250 Closed
7 8
9
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