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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 %
HWP
201
Highline Wealth Partners
California
$19.5K +$19.5K +502 New
TSWM
202
Tyler-Stone Wealth Management
Ohio
$19K – – –
DAM
203
Delta Asset Management
Tennessee
$18.5K -$973 -25 -5%
WP
204
WealthShield Partners
North Carolina
$18.4K – – –
WPA
205
West Paces Advisors
Georgia
$17.5K -$33.7K -865 -66%
GWMIA
206
Global Wealth Management Investment Advisory
Florida
$17.5K +$467 +12 +3%
GRP
207
Global Retirement Partners
California
$17.2K +$17.2K +450 New
CWP
208
Concord Wealth Partners
Virginia
$15.5K +$117 +3 +0.8%
MIM
209
Macroview Investment Management
Maryland
$13.9K – – –
SIA
210
SkyView Investment Advisors
New Jersey
$13K – – –
ACA
211
Aptus Capital Advisors
Alabama
$12K -$18.8K -484 -61%
NSIM
212
North Star Investment Management
Illinois
$10.2K – – –
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$10.1K +$195 +5 +2%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$9.62K +$39 +1 +0.4%
HL
215
HeadInvest LLC
Maine
$8.08K +$8.08K +209 New
CFD
216
Creative Financial Designs
Indiana
$8.04K -$6.49K -167 -45%
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
$7.55K -$697K -17,912 -99%
CAL
218
Capital Analysts LLC
Pennsylvania
$7K +$38 +1 +0.5%
NC
219
NewSquare Capital
Pennsylvania
$6.31K +$1.99K +51 +46%
HGERS
220
Householder Group Estate & Retirement Specialist
Arizona
$6.26K +$6.26K +160 New
AA
221
Ancora Advisors
Ohio
$3.74K – – –
VF
222
VitalStone Financial
Texas
$3K -$4.52K -110 -60%
PGAM
223
Princeton Global Asset Management
New Jersey
$2.26K – – –
KFI
224
Key Financial Inc
Pennsylvania
$1.01K – – –
TCM
225
Tradewinds Capital Management
Washington
$312 +$312 +8 New
6 7 8
9
10