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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.

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
1
BlackRock
New York
$92.2M
2
AWM
2
AE Wealth Management
Kansas
$49.5M
3
OMC
3
Old Mission Capital
Illinois
$3.97M
4
LPL Financial
4
LPL Financial
California
$32.5M
5
RA
5
RiverTree Advisors
Florida
$3.84M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
Truist Financial
2
Truist Financial
North Carolina
$343K
3
Bank of America
3
Bank of America
North Carolina
$13.8M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$598K
5
BCM
5
Brookstone Capital Management
Illinois
$5.83M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$92.2M 2,116,890 +151,121 +8%
TA
2
Tiedemann Advisors
New York
$63.5M 1,458,013 +49,622 +4%
AWM
3
AE Wealth Management
Kansas
$49.5M 1,136,213 +127,499 +13%
LPL Financial
4
LPL Financial
California
$32.5M 747,059 +90,494 +14%
TC
5
Trilogy Capital
California
$16.3M 374,139 -158,394 -30%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.4M 353,029 -10,791 -3%
Bank of America
7
Bank of America
North Carolina
$13.8M 315,908 -190,334 -38%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.1M 301,623 +40,964 +16%
Morgan Stanley
9
Morgan Stanley
New York
$12.1M 277,992 +22,926 +9%
Wells Fargo
10
Wells Fargo
California
$11.2M 257,474 -33,208 -11%
SWRP
11
Summit Wealth & Retirement Planning
California
$8.99M 206,337 +32,339 +19%
WCG
12
Weaver Consulting Group
California
$7.97M 183,066 -1,014 -0.6%
AL
13
Aspiriant LLC
California
$7.95M 182,524 -462 -0.3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$7.68M 176,321 +34,908 +25%
BCM
15
Brookstone Capital Management
Illinois
$5.83M 133,799 -164,133 -55%
Ameriprise
16
Ameriprise
Minnesota
$5.26M 117,785 -1,106 -0.9%
GWM
17
Geneos Wealth Management
Colorado
$5.25M 117,955 +1,803 +2%
RWM
18
Reston Wealth Management
Virginia
$5.24M 120,311 -10,134 -8%
AWA
19
ARQ Wealth Advisors
Arizona
$5.19M 119,181 +11,275 +10%
BFA
20
Beacon Financial Advisory
Ohio
$4.93M 113,102 +5,187 +5%
PAMG
21
Patton Albertson Miller Group
Tennessee
$4.9M 112,431 -6,934 -6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.72M 108,384 -29,568 -21%
CAN
23
Cetera Advisor Networks
California
$4.3M 98,709 -3,346 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.1M 94,023 +43,625 +87%
OMC
25
Old Mission Capital
Illinois
$3.97M 91,226 +91,226 New
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