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iShares Core Moderate Allocation ETF

261 hedge funds and large institutions have $537M invested in iShares Core Moderate Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 114 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
AA
251
Ancora Advisors
Ohio
$4.42K
GC
252
Gould Capital
Washington
$4.37K
NB
253
NBT Bank
New York
$3.45K
MAFA
254
MJT & Associates Financial Advisory
Minnesota
$2.99K
RBA
255
Richard Bernstein Advisors
New York
$2.65K
FWM
256
FSA Wealth Management
Massachusetts
$2.5K
CA
257
Clearstead Advisors
Ohio
$1.39K
VWWMG
258
Vermillion & White Wealth Management Group
Pennsylvania
$1.38K
BNP Paribas Financial Markets
259
BNP Paribas Financial Markets
France
$1.15K
EWA
260
Elevate Wealth Advisory
Georgia
$506
HNW
261
High Note Wealth
Minnesota
$30
OAM
262
Oppenheimer Asset Management
New York
VAS
263
Vestmark Advisory Solutions
Massachusetts
TC
264
TownSquare Capital
Utah
WFAG
265
Worth Financial Advisory Group
North Carolina
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
HFA
267
High Falls Advisors
New York
BOPW
268
Brandywine Oak Private Wealth
Pennsylvania
SF
269
Summit Financial
New Jersey
CRFG
270
Columbia River Financial Group
Washington
CWC
271
Carolinas Wealth Consulting
North Carolina
EF
272
Elite Financial
Idaho
LFG
273
Larson Financial Group
Missouri
CAWM
274
Capital A Wealth Management
Pennsylvania
Comerica Bank
275
Comerica Bank
Texas