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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$97.3M 2,498,641 -4,129 -0.2%
LPL Financial
2
LPL Financial
California
$35.1M 900,938 +147,776 +20%
Morgan Stanley
3
Morgan Stanley
New York
$21.7M 557,235 +190,166 +52%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.7M 454,864 +34,455 +8%
Bank of America
5
Bank of America
North Carolina
$14.7M 378,095 -17,284 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$13.9M 357,600 +53,482 +18%
AWM
7
AE Wealth Management
Kansas
$9.57M 245,749 +76,212 +45%
WFS
8
Weitzel Financial Services
Iowa
$8.73M 228,439 +12,417 +6%
Wells Fargo
9
Wells Fargo
California
$8.45M 216,961 +14,102 +7%
TA
10
Tiedemann Advisors
New York
$7.55M 193,916 -76,436 -28%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.64M 170,615 -1,508 -0.9%
WCG
12
Weaver Consulting Group
California
$6.28M 161,323 -2,251 -1%
Jane Street
13
Jane Street
New York
$5.51M 141,656 -43,752 -24%
FAIM
14
Financial Advocates Investment Management
Washington
$5.25M 96,779 +64,068 +196%
WANY
15
Wealthspire Advisors (New York)
New York
$4.94M 126,992 +126,992 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.52M 116,036 +3,852 +3%
IAG
17
Investment Advisory Group
Massachusetts
$4.5M 115,649 +3,471 +3%
BCM
18
Brookstone Capital Management
Illinois
$4.36M 114,580 +1,365 +1%
TCMP
19
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.33M 111,268 -177 -0.2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$4.29M 110,104 +110,104 New
CWA
21
Consilium Wealth Advisory
Texas
$4.19M 107,522 +16,491 +18%
Truist Financial
22
Truist Financial
North Carolina
$4.15M 106,588 -5,745 -5%
AAS
23
Ameritas Advisory Services
Nebraska
$4.15M 106,551 +106,551 New
FFBTD
24
First Financial Bank - Trust Division
Ohio
$3.31M 85,056 -6,946 -8%
Ameriprise
25
Ameriprise
Minnesota
$3.28M 84,150 +2,260 +3%
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