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iShares Core Moderate Allocation ETF
259 hedge funds and large institutions have $492M invested in iShares Core Moderate Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 107 reducing their positions, and 31 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
34% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 107
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Holders
259
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$7.16M | |
| 2 | +$3.08M | |
| 3 | +$2.67M | |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$2.09M |
| 5 |
LPL Financial
San Diego,
California
|
+$2M |
Top Sellers
| 1 | -$31.5M | |
| 2 | -$28.4M | |
| 3 | -$23.4M | |
| 4 |
AT
American Trust
Lexington,
Kentucky
|
-$7.21M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.1M |