iShares Core Moderate Allocation ETF
260 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
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
1.66% less ownership
Funds ownership: 35.23% → 33.58% (-1.7%)
2% less funds holding
Funds holding: 266 → 260 (-6)
Holders
260
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$5.7M | |
| 2 | +$4.57M | |
| 3 | +$2.28M | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.82M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.58M |
Top Sellers
| 1 | -$12.3M | |
| 2 | -$5.89M | |
| 3 | -$3.69M | |
| 4 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$3.01M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.29M |
