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iShares Core Moderate Allocation ETF
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Overview Fund Activity

225 hedge funds and large institutions have $443M invested in iShares Core Moderate Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 41 closing their positions.

Holders
225
Holders Change
-23
Holders Change %
-9.27%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
26
Increased
68
Reduced
97
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$99M
2
JWCA
2
J.W. Cole Advisors
Florida
$4.29M
3
WA
3
Win Advisors
Florida
$3.11M
4
Jane Street
4
Jane Street
New York
$14.8M
5
RL
5
Retireful LLC
Michigan
$1.67M

Top Sellers

1
AT
1
Arden Trust
Delaware
$347K
2
Franklin Resources
2
Franklin Resources
California
$0
3
RJA
3
Raymond James & Associates
Florida
$829K
4
Morgan Stanley
4
Morgan Stanley
New York
$25.6M
5
TA
5
Tiedemann Advisors
New York
$26.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$99M 2,483,135 +135,686 +6%
LPL Financial
2
LPL Financial
California
$30.5M 765,488 -33,572 -4%
TA
3
Tiedemann Advisors
New York
$26.5M 665,944 -640,491 -49%
Morgan Stanley
4
Morgan Stanley
New York
$25.6M 641,291 -1,102,029 -63%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.1M 429,814 -70,289 -14%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.4M 386,514 -10,149 -3%
Bank of America
7
Bank of America
North Carolina
$15.2M 381,828 -103,347 -21%
Jane Street
8
Jane Street
New York
$14.8M 371,364 +55,809 +18%
Wells Fargo
9
Wells Fargo
California
$10.2M 256,108 -324,526 -56%
WFS
10
Weitzel Financial Services
Iowa
$8.11M 202,418 +16,879 +9%
AWM
11
AE Wealth Management
Kansas
$8.07M 202,561 +7,450 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.87M 172,281 -20,769 -11%
WCG
13
Weaver Consulting Group
California
$6.62M 165,974 -3,061 -2%
AAS
14
Ameritas Advisory Services
Nebraska
$6.33M 158,866 -47,303 -23%
Truist Financial
15
Truist Financial
North Carolina
$5.7M 142,882 -21,655 -13%
TCMP
16
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.63M 116,918 -9,236 -7%
IAG
17
Investment Advisory Group
Massachusetts
$4.39M 110,125 +1,781 +2%
BCM
18
Brookstone Capital Management
Illinois
$4.37M 109,981 -4,498 -4%
JWCA
19
J.W. Cole Advisors
Florida
$4.29M 107,719 +87,460 +432%
FFBTD
20
First Financial Bank - Trust Division
Ohio
$3.85M 96,676 -13,547 -12%
LPAM
21
Lodestar Private Asset Management
California
$3.52M 88,323 -644 -0.7%
Ameriprise
22
Ameriprise
Minnesota
$3.38M 84,844 -40,359 -32%
FFN
23
Focus Financial Network
Minnesota
$3.31M 82,965 +14,872 +22%
WA
24
Win Advisors
Florida
$3.11M 77,861 +77,861 New
MA
25
Mutual Advisors
Nebraska
$3.06M 76,697 +8,593 +13%
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