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iShares Core Moderate Allocation ETF
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Overview Fund Activity

228 hedge funds and large institutions have $453M invested in iShares Core Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 39 closing their positions.

Holders
228
Holders Change
-23
Holders Change %
-9.16%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
80
Reduced
91
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.8M
2
LAM
2
LFS Asset Management
California
$4.44M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$3.34M
4
AT
4
Arden Trust
Delaware
$3.06M
5
CCM
5
Coldstream Capital Management
Washington
$2.84M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$7.43M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$1.37M
3
SFP
3
Sweet Financial Partners
Minnesota
$0
4
FA
4
FDx Advisors
Illinois
$0
5
AL
5
Aspiriant LLC
California
$2.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$91.2M 2,341,150 +6,329 +0.3%
TA
2
Tiedemann Advisors
New York
$61.1M 1,567,752 +37,197 +2%
LPL Financial
3
LPL Financial
California
$33.5M 858,976 -63,077 -7%
Morgan Stanley
4
Morgan Stanley
New York
$21.8M 560,423 +234,680 +72%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.8M 456,884 +23,013 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$14.2M 364,558 -21,207 -5%
Wells Fargo
7
Wells Fargo
California
$12M 308,952 +26,173 +9%
AAS
8
Ameritas Advisory Services
Nebraska
$9.27M 238,036 +9,890 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.44M 216,657 -4,393 -2%
Bank of America
10
Bank of America
North Carolina
$7.58M 194,577 +2,062 +1%
AWM
11
AE Wealth Management
Kansas
$7.43M 190,630 -1,033,098 -84%
WCG
12
Weaver Consulting Group
California
$6.99M 179,297 +1,287 +0.7%
BCM
13
Brookstone Capital Management
Illinois
$5.58M 143,496 -35,063 -20%
TCMP
14
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.34M 137,120 -25,142 -15%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.84M 124,352 -8,720 -7%
WFS
16
Weitzel Financial Services
Iowa
$4.45M 114,115 +31,695 +38%
LAM
17
LFS Asset Management
California
$4.44M 113,855 +113,855 New
IAG
18
Investment Advisory Group
Massachusetts
$4.2M 107,946 -842 -0.8%
RJA
19
Raymond James & Associates
Florida
$3.85M 98,815 +47,598 +93%
Ameriprise
20
Ameriprise
Minnesota
$3.81M 97,655 -3,335 -3%
UBS Group
21
UBS Group
Switzerland
$3.47M 89,148 +47,909 +116%
FFN
22
Focus Financial Network
Minnesota
$3.37M 86,599 -4,261 -5%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.34M 85,622 +80,617 +1,611%
BFA
24
Beacon Financial Advisory
Ohio
$3.19M 81,883 -1,321 -2%
AT
25
Arden Trust
Delaware
$3.06M 78,523 +78,523 New
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