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iShares Core Moderate Allocation ETF
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Overview Fund Activity

233 hedge funds and large institutions have $477M invested in iShares Core Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 21 closing their positions.

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
97
Reduced
93
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCPG
1
Kavar Capital Partners Group
Kansas
$12.1M
2
FFN
2
Focus Financial Network
Minnesota
$7.58M
3
Wells Fargo
3
Wells Fargo
California
$10.5M
4
LPL Financial
4
LPL Financial
California
$42.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.62M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$0
3
AG
3
AlTi Global
New York
$3.64M
4
FEG
4
Financial Enhancement Group
Indiana
$828K
5
Bank of America
5
Bank of America
North Carolina
$8.42M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$123M 2,729,495 +1,722 +0.1%
LPL Financial
2
LPL Financial
California
$42.3M 938,699 +37,484 +4%
Morgan Stanley
3
Morgan Stanley
New York
$16M 354,758 -18,542 -5%
FIA
4
Foundations Investment Advisors
Arizona
$13.7M 304,023 +30,870 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.1M 290,725 -7,676 -3%
WFS
6
Weitzel Financial Services
Iowa
$12.2M 269,991 +6,530 +2%
KCPG
7
Kavar Capital Partners Group
Kansas
$12.1M 269,074 +269,074 New
Ameriprise
8
Ameriprise
Minnesota
$11.5M 256,058 +11,485 +5%
HIP
9
HUB Investment Partners
Texas
$10.5M 232,436 +10,074 +5%
Wells Fargo
10
Wells Fargo
California
$10.5M 232,046 +60,682 +35%
Bank of America
11
Bank of America
North Carolina
$8.42M 186,702 -20,900 -10%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.59M 168,284 -3,902 -2%
FFN
13
Focus Financial Network
Minnesota
$7.58M 168,102 +67,429 +67%
WCG
14
Weaver Consulting Group
California
$7.12M 157,866 +1,382 +0.9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.01M 155,427 -4,520 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.67M 147,812 -14,886 -9%
IAG
17
Investment Advisory Group
Massachusetts
$5.88M 130,380 +1,855 +1%
E3F
18
Eight 31 Financial
Texas
$5.23M 115,830 +2,305 +2%
BCM
19
Brookstone Capital Management
Illinois
$4.9M 108,578 +808 +0.7%
RFM
20
Royal Fund Management
Florida
$4.54M 100,387 +15,360 +18%
Truist Financial
21
Truist Financial
North Carolina
$4.38M 97,200 -527 -0.5%
CWA
22
Consilium Wealth Advisory
Texas
$4.36M 96,683 -227 -0.2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$4.28M 94,873 +13,184 +16%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$4.17M 92,376 +295 +0.3%
LPAM
25
Lodestar Private Asset Management
California
$3.8M 84,284 +771 +0.9%
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