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iShares Core Moderate Allocation ETF

257 hedge funds and large institutions have $537M invested in iShares Core Moderate Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 85 reducing their positions, and 21 closing their positions.

Holders
257
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
114
Reduced
85
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
226
Oxford Financial Group
Indiana
$25.4K
UCB
227
United Community Bank
South Carolina
$23K
DAM
228
Delta Asset Management
Tennessee
$21.4K -$460 -10 -2%
WTFG
229
Wood Tarver Financial Group
Idaho
$21K -$1.9K -42 -8%
SWM
230
Spire Wealth Management
Virginia
$19.6K -$9.89K -215 -33%
CFD
231
Creative Financial Designs
Indiana
$19.6K +$16.3K +355 +507%
IA
232
IFP Advisors
Florida
$18.9K
BA
233
Bellwether Advisors
Nebraska
$17.1K +$875 +19 +5%
BCM
234
Boreal Capital Management
Florida
$17.1K +$17.1K +371 New
CAL
235
Capital Analysts LLC
Pennsylvania
$17K -$273 -6 -2%
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
$16.3K -$95K -2,064 -85%
EWP
237
Elevation Wealth Partners
California
$13.1K +$92 +2 +0.7%
CI
238
CX Institutional
Indiana
$11K
SAM
239
Smartleaf Asset Management
Massachusetts
$11K +$11K +239 New
CAM
240
Creekmur Asset Management
Illinois
$9.62K
NS
241
NBC Securities
Alabama
$9K -$33.8K -750 -79%
CWP
242
Concord Wealth Partners
Virginia
$8.58K +$46 +1 +0.5%
ACA
243
American Capital Advisory
Idaho
$6.22K
MWM
244
Mascoma Wealth Management
New Hampshire
$5.89K -$8.98K -195 -60%
HHGA
245
Halbert Hargrove Global Advisors
California
$5.31K -$46 -1 -0.9%
ACA
246
Aptus Capital Advisors
Alabama
$5.13K -$185 -4 -3%
AA
247
Ancora Advisors
Ohio
$4.42K
GC
248
Gould Capital
Washington
$4.37K -$72.5K -1,575 -94%
NB
249
NBT Bank
New York
$3.45K
MAFA
250
MJT & Associates Financial Advisory
Minnesota
$2.99K