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iShares Core Moderate Allocation ETF
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Overview Fund Activity

236 hedge funds and large institutions have $572M invested in iShares Core Moderate Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 14 closing their positions.

Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
4.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
31
Increased
88
Reduced
77
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFS
1
Weitzel Financial Services
Iowa
$44.1M
2
TA
2
Tiedemann Advisors
New York
$71.9M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
BlackRock
4
BlackRock
New York
$99.1M
5
LPL Financial
5
LPL Financial
California
$36.9M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$5.82M
2
AWM
2
AE Wealth Management
Kansas
$9.12M
3
CFD
3
Creative Financial Designs
Indiana
$63K
4
Jane Street
4
Jane Street
New York
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$99.1M 2,199,196 +82,306 +4%
TA
2
Tiedemann Advisors
New York
$71.9M 1,596,708 +138,695 +10%
WFS
3
Weitzel Financial Services
Iowa
$44.1M 1,997,829 +1,956,701 +4,758%
LPL Financial
4
LPL Financial
California
$36.9M 819,192 +72,133 +10%
Osaic Holdings
5
Osaic Holdings
Arizona
$16.8M 372,869 +19,840 +6%
TC
6
Trilogy Capital
California
$15.1M 334,678 -39,461 -11%
Bank of America
7
Bank of America
North Carolina
$15.1M 334,352 +18,444 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.9M 331,289 +29,666 +10%
Morgan Stanley
9
Morgan Stanley
New York
$12.7M 280,902 +2,910 +1%
Wells Fargo
10
Wells Fargo
California
$11.6M 256,722 -752 -0.3%
SWRP
11
Summit Wealth & Retirement Planning
California
$9.35M 207,560 +1,223 +0.6%
AWM
12
AE Wealth Management
Kansas
$9.12M 202,416 -933,797 -82%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$9.12M 202,366 +26,045 +15%
AL
14
Aspiriant LLC
California
$8.22M 182,524 – –
WCG
15
Weaver Consulting Group
California
$8.21M 182,171 -895 -0.5%
RWM
16
Reston Wealth Management
Virginia
$6.49M 144,008 +23,697 +20%
BCM
17
Brookstone Capital Management
Illinois
$6.1M 135,152 +1,353 +1%
AIC
18
Ameritas Investment Company
Nebraska
$5.82M 1,300 -30,895 -96%
AWA
19
ARQ Wealth Advisors
Arizona
$5.8M 128,702 +9,521 +8%
Ameriprise
20
Ameriprise
Minnesota
$5.61M 125,117 +7,332 +6%
GWM
21
Geneos Wealth Management
Colorado
$5.06M 112,093 -5,862 -5%
PAMG
22
Patton Albertson Miller Group
Tennessee
$5.03M 111,715 -716 -0.6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.9M 108,872 +488 +0.5%
BFA
24
Beacon Financial Advisory
Ohio
$4.85M 107,641 -5,461 -5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.54M 100,756 +6,733 +7%
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