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iShares Core Moderate Allocation ETF

255 hedge funds and large institutions have $488M invested in iShares Core Moderate Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
70
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWMP
251
Noble Wealth Management PBC
Colorado
$570
TRCT
252
Tower Research Capital (TRC)
New York
$176 +$176 +4 New
RBA
253
Richard Bernstein Advisors
New York
$169 +$169 +4 New
EWA
254
Elevate Wealth Advisory
Georgia
$44 +$44 +1 New
HNW
255
High Note Wealth
Minnesota
$28
AT
256
American Trust
Kentucky
-$7.21M -165,906 Closed
RL
257
Retireful LLC
Michigan
-$4.38M -100,834 Closed
ACP
258
Aveo Capital Partners
Colorado
-$1.84M -42,455 Closed
TCMP
259
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$1.74M -40,104 Closed
CFGS
260
Concourse Financial Group Securities
Alabama
-$1.3M -29,522 Closed
FFBTD
261
First Financial Bank - Trust Division
Ohio
-$1.06M -24,461 Closed
FHA
262
Flagship Harbor Advisors
Massachusetts
-$784K -18,059 Closed
AFM
263
Armstrong Fleming & Moore
District of Columbia
-$606K -13,961 Closed
CAM
264
Congress Asset Management
Massachusetts
-$534K -12,293 Closed
OPS
265
Orion Portfolio Solutions
Nebraska
-$462K -10,630 Closed
BCI
266
Brinker Capital Investments
Pennsylvania
-$462K -10,630 Closed
AI
267
Atria Investments
North Carolina
-$413K -9,513 Closed
Renaissance Technologies
268
Renaissance Technologies
New York
-$361K -8,300 Closed
ZIM
269
Zacks Investment Management
Illinois
-$323K -7,435 Closed
KWM
270
Kingsview Wealth Management
Oregon
-$309K -7,113 Closed
IAA
271
Independent Advisor Alliance
North Carolina
-$257K -5,911 Closed
GVAG
272
Great Valley Advisor Group
Delaware
-$247K -5,687 Closed
CIA
273
Concurrent Investment Advisors
Florida
-$245K -5,630 Closed
CI
274
CacheTech Inc
Utah
-$223K -5,135 Closed
AWM
275
Adams Wealth Management
Utah
-$223K -5,135 Closed