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iShares Core Moderate Allocation ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
KCPG
1
Kavar Capital Partners Group
Kansas
$12.3M
2
AT
2
American Trust
Kentucky
$4.52M
3
AWM
3
AE Wealth Management
Kansas
$4.79M
4
FIA
4
Foundations Investment Advisors
Arizona
$23.2M
5
SI
5
Seeds Investor
New York
$3.23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.8M
2
SSA
2
SSA Swiss Advisors
$204K
3
OAM
3
Oppenheimer Asset Management
New York
$0
4
OCM
4
One Capital Management
California
$1.53M
5
FFN
5
Focus Financial Network
Minnesota
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBA
251
Richard Bernstein Advisors
New York
$2.65K +$2.46K +53 +1,325%
FWM
252
FSA Wealth Management
Massachusetts
$2.5K – – –
CA
253
Clearstead Advisors
Ohio
$1.39K – – –
VWWMG
254
Vermillion & White Wealth Management Group
Pennsylvania
$1.38K +$1.38K +30 New
BNP Paribas Financial Markets
255
BNP Paribas Financial Markets
France
$1.15K +$1.15K +25 New
EWA
256
Elevate Wealth Advisory
Georgia
$506 +$460 +10 +1,000%
HNW
257
High Note Wealth
Minnesota
$30 – – –
OAM
258
Oppenheimer Asset Management
New York
– -$1.78M -40,552 Closed
VAS
259
Vestmark Advisory Solutions
Massachusetts
– -$651K -14,843 Closed
TC
260
TownSquare Capital
Utah
– -$311K -7,092 Closed
WFAG
261
Worth Financial Advisory Group
North Carolina
– -$300K -6,843 Closed
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
– -$255K -5,808 Closed
HFA
263
High Falls Advisors
New York
– -$225K -5,138 Closed
BOPW
264
Brandywine Oak Private Wealth
Pennsylvania
– -$214K -4,870 Closed
SF
265
Summit Financial
New Jersey
– -$207K -4,713 Closed
CRFG
266
Columbia River Financial Group
Washington
– -$148K -3,381 Closed
CWC
267
Carolinas Wealth Consulting
North Carolina
– -$77.7K -1,771 Closed
EF
268
Elite Financial
Idaho
– -$52K -1,200 Closed
LFG
269
Larson Financial Group
Missouri
– -$52.2K -1,190 Closed
Comerica Bank
270
Comerica Bank
Texas
– -$42.5K -968 Closed
RCA
271
Runnymede Capital Advisors
Ohio
– -$39.6K -902 Closed
GJIA
272
Glass Jacobson Investment Advisors
Maryland
– -$27.2K -625 Closed
WF
273
Wayfinding Financial
Washington
– -$16K -369 Closed
WPA
274
West Paces Advisors
Georgia
– -$11.8K -270 Closed
ADL
275
Asset Dedication LLC
California
– -$11.6K -264 Closed
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