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iShares Core Moderate Allocation ETF
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Overview Fund Activity

216 hedge funds and large institutions have $408M invested in iShares Core Moderate Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-9
Holders Change %
-4%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
17
Increased
75
Reduced
88
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
Financial Advocates Investment Management
Washington
$7.48M
2
RL
Retireful LLC
Michigan
$5.17M
3
CWA
Consilium Wealth Advisory
Texas
$3.68M
4
OBWG
Onyx Bridge Wealth Group
New York
$1.81M
5
GM
GeoWealth Management
Illinois
$1.21M

Top Sellers

1
TA
Tiedemann Advisors
New York
$10.9M
2
Morgan Stanley
Morgan Stanley
New York
$14.8M
3
Jane Street
Jane Street
New York
$7.49M
4
AAS
Ameritas Advisory Services
Nebraska
$0
5
JWCA
J.W. Cole Advisors
Florida
$816K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
201
SkyView Investment Advisors
New Jersey
$13K – – –
NSIM
202
North Star Investment Management
Illinois
$10.6K – – –
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$10.3K -$100K -2,477 -91%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$9.94K -$40 -1 -0.4%
CAL
205
Capital Analysts LLC
Pennsylvania
$7K +$38 +1 +0.5%
VF
206
VitalStone Financial
Texas
$6K -$12.8K -389 -68%
NC
207
NewSquare Capital
Pennsylvania
$4.49K +$404 +10 +10%
AA
208
Ancora Advisors
Ohio
$3.88K – – –
KTC
209
Kistler-Tiffany Companies
Pennsylvania
$3.75K +$40 +1 +1%
IGWM
210
ICA Group Wealth Management
Colorado
$3.44K – – –
RCM
211
Rain Capital Management
Oregon
$3.25K – – –
NA
212
NewEdge Advisors
Louisiana
$2.47K +$2.47K +61 New
PGAM
213
Princeton Global Asset Management
New Jersey
$2.34K – – –
TRCT
214
Tower Research Capital (TRC)
New York
$1.54K +$1.54K +38 New
KFI
215
Key Financial Inc
Pennsylvania
$1.05K – – –
RBA
216
Richard Bernstein Advisors
New York
$80 -$9.52K -238 -99%
GWANC
217
Guardian Wealth Advisors (North Carolina)
North Carolina
$40 -$320 -8 -89%
IRC
218
Investors Research Corp
Georgia
$40 – – –
AAS
219
Ameritas Advisory Services
Nebraska
– -$6.33M -158,866 Closed
WA
220
Win Advisors
Florida
– -$3.11M -77,861 Closed
FA
221
Financial Advisors
Massachusetts
– -$2.65M -66,385 Closed
MHS
222
M Holdings Securities
Oregon
– -$1.31M -32,934 Closed
LNC
223
Lincoln National Corp
Pennsylvania
– -$862K -21,635 Closed
KWM
224
Keebeck Wealth Management
Illinois
– -$621K -15,572 Closed
RPSA
225
Richard P. Slaughter Associates
Texas
– -$541K -13,578 Closed
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