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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
CFD
251
Creative Financial Designs
Indiana
$3.4K
MAFA
252
MJT & Associates Financial Advisory
Minnesota
$3.09K
HHGA
253
Halbert Hargrove Global Advisors
California
$3.07K
FWM
254
FSA Wealth Management
Massachusetts
$2.66K
RBA
255
Richard Bernstein Advisors
New York
$2.52K
CA
256
Clearstead Advisors
Ohio
$1.45K
VWWMG
257
Vermillion & White Wealth Management Group
Pennsylvania
$1.43K
BNP Paribas Financial Markets
258
BNP Paribas Financial Markets
France
$1.19K
EWA
259
Elevate Wealth Advisory
Georgia
$761
NWMP
260
Noble Wealth Management PBC
Colorado
$619
HNW
261
High Note Wealth
Minnesota
$31
KCPG
262
Kavar Capital Partners Group
Kansas
Susquehanna International Group
263
Susquehanna International Group
Pennsylvania
APWA
264
Atlas Private Wealth Advisors
New Jersey
AAP
265
Arax Advisory Partners
Colorado
FPAS
266
Focus Partners Advisor Solutions
Missouri
AWA
267
Archvest Wealth Advisors
California
FWM
268
FLP Wealth Management
Arkansas
Citadel Advisors
269
Citadel Advisors
Florida
PJWM
270
Philip James Wealth Mangement
Georgia
SEIA
271
Signature Estate & Investment Advisors
California
PWA
272
Physician Wealth Advisors
Utah
Franklin Resources
273
Franklin Resources
California
KIM
274
Kestra Investment Management
Texas
T
275
Transce3nd
Texas