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iShares Core Moderate Allocation ETF

255 hedge funds and large institutions have $488M invested in iShares Core Moderate Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
70
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
226
Delta Asset Management
Tennessee
$20.8K
IA
227
IFP Advisors
Florida
$18K
CAL
228
Capital Analysts LLC
Pennsylvania
$17K
WF
229
Wayfinding Financial
Washington
$16K +$16K +369 New
BA
230
Bellwether Advisors
Nebraska
$15.5K -$16.3K -372 -51%
MWM
231
Mascoma Wealth Management
New Hampshire
$14.2K
AssetMark Inc
232
AssetMark Inc
California
$13.1K -$20.5K -467 -61%
EWP
233
Elevation Wealth Partners
California
$12.4K +$12.4K +282 New
WPA
234
West Paces Advisors
Georgia
$11.8K
ADL
235
Asset Dedication LLC
California
$11.6K +$11.6K +264 New
GSWM
236
Golden State Wealth Management
California
$11.5K +$11.5K +262 New
CI
237
CX Institutional
Indiana
$10K +$10K +234 New
CAM
238
Creekmur Asset Management
Illinois
$9.17K +$9.17K +209 New
CWP
239
Concord Wealth Partners
Virginia
$8.13K
ACA
240
American Capital Advisory
Idaho
$5.92K
HHGA
241
Halbert Hargrove Global Advisors
California
$5.11K +$44 +1 +0.9%
ACA
242
Aptus Capital Advisors
Alabama
$5.04K -$88 -2 -2%
AA
243
Ancora Advisors
Ohio
$4.21K
NB
244
NBT Bank
New York
$3.29K
CFD
245
Creative Financial Designs
Indiana
$3.09K
NEWAS
246
N.E.W. Advisory Services
Wisconsin
$3.07K +$3.07K +70 New
MAFA
247
MJT & Associates Financial Advisory
Minnesota
$2.85K +$2.85K +65 New
WA
248
WestEnd Advisors
North Carolina
$2.5K -$108K -2,467 -98%
FWM
249
FSA Wealth Management
Massachusetts
$2.29K -$34K -446 -94%
CA
250
Clearstead Advisors
Ohio
$1.32K +$1.32K +30 New