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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$18.8M
2
SSA
SSA Swiss Advisors
$204K
3
OAM
Oppenheimer Asset Management
New York
$0
4
OCM
One Capital Management
California
$1.53M
5
FFN
Focus Financial Network
Minnesota
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
276
Golden State Wealth Management
California
– -$11.5K -262 Closed
NEWAS
277
N.E.W. Advisory Services
Wisconsin
– -$3.07K -70 Closed
TRCT
278
Tower Research Capital (TRC)
New York
– -$176 -4 Closed
8 9 10 11
12