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iShares Core Moderate Allocation ETF

261 hedge funds and large institutions have $537M invested in iShares Core Moderate Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 114 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
WestEnd Advisors
North Carolina
$29.1K
WWM
227
Wolff Wiese Magana
California
$29K
AIC
228
Archer Investment Corporation
Indiana
$28.9K
BWL
229
Bogart Wealth LLC
Virginia
$27.4K
OFG
230
Oxford Financial Group
Indiana
$25.4K
UCB
231
United Community Bank
South Carolina
$23K
DAM
232
Delta Asset Management
Tennessee
$21.4K
WTFG
233
Wood Tarver Financial Group
Idaho
$21K
SWM
234
Spire Wealth Management
Virginia
$19.6K
CFD
235
Creative Financial Designs
Indiana
$19.6K
IA
236
IFP Advisors
Florida
$18.9K
BA
237
Bellwether Advisors
Nebraska
$17.1K
BCM
238
Boreal Capital Management
Florida
$17.1K
CAL
239
Capital Analysts LLC
Pennsylvania
$17K
Qube Research & Technologies (QRT)
240
Qube Research & Technologies (QRT)
United Kingdom
$16.3K
EWP
241
Elevation Wealth Partners
California
$13.1K
CI
242
CX Institutional
Indiana
$11K
SAM
243
Smartleaf Asset Management
Massachusetts
$11K
CAM
244
Creekmur Asset Management
Illinois
$9.62K
NS
245
NBC Securities
Alabama
$9K
CWP
246
Concord Wealth Partners
Virginia
$8.58K
ACA
247
American Capital Advisory
Idaho
$6.22K
MWM
248
Mascoma Wealth Management
New Hampshire
$5.89K
HHGA
249
Halbert Hargrove Global Advisors
California
$5.31K
ACA
250
Aptus Capital Advisors
Alabama
$5.13K