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iShares Core Moderate Allocation ETF

261 hedge funds and large institutions have $540M invested in iShares Core Moderate Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$38.5K
AssetMark Inc
227
AssetMark Inc
California
$34.4K
SIS
228
Sound Income Strategies
Florida
$30K
AIC
229
Archer Investment Corporation
Indiana
$29.9K
WWM
230
Wolff Wiese Magana
California
$29.1K
BWL
231
Bogart Wealth LLC
Virginia
$28.3K
UB
232
UMB Bank
Missouri
$26.9K
UCB
233
United Community Bank
South Carolina
$23.8K
Qube Research & Technologies (QRT)
234
Qube Research & Technologies (QRT)
United Kingdom
$23K
DAM
235
Delta Asset Management
Tennessee
$20.5K
IA
236
IFP Advisors
Florida
$19.6K
SWM
237
Spire Wealth Management
Virginia
$19.3K
CAL
238
Capital Analysts LLC
Pennsylvania
$18K
BCM
239
Boreal Capital Management
Florida
$17.7K
DF
240
Dunhill Financial
United Kingdom
$17.4K
EWP
241
Elevation Wealth Partners
California
$13.6K
SAM
242
Smartleaf Asset Management
Massachusetts
$11.3K
CI
243
CX Institutional
Indiana
$11K
JWM
244
JPL Wealth Management
Colorado
$10.3K
ACA
245
Aptus Capital Advisors
Alabama
$8.85K
ACA
246
American Capital Advisory
Idaho
$6.42K
MWM
247
Mascoma Wealth Management
New Hampshire
$6.09K
AA
248
Ancora Advisors
Ohio
$4.57K
WANY
249
Wealthspire Advisors (New York)
New York
$4.09K
NB
250
NBT Bank
New York
$3.57K