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iShares Core Moderate Allocation ETF
292 hedge funds and large institutions have $623M invested in iShares Core Moderate Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 103 increasing their positions, 99 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
64% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 25
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
3% more funds holding
Funds holding: 284 → 292 (+8)
4% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 99
4% less capital invested
Capital invested by funds: $647M → $623M (-$24.3M)
1.21% less ownership
Funds ownership: 38.2% → 36.98% (-1.2%)
Holders
292
Holders Change
+8
Holders Change %
+2.82%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
41
Increased
103
Reduced
99
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
+$12.5M |
| 2 |
GS
GTS Securities
New York
|
+$5.8M |
| 3 |
BlackRock
New York
|
+$5.09M |
| 4 |
HFA
Hershey Financial Advisers
Lancaster,
Pennsylvania
|
+$3.85M |
| 5 |
JP Morgan Chase
New York
|
+$2.34M |
Top Sellers
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$16.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12.1M |
| 3 |
HIP
HUB Investment Partners
Austin,
Texas
|
-$11.9M |
| 4 |
Morgan Stanley
New York
|
-$6.84M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.13M |
