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iShares Core Moderate Allocation ETF
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Overview Fund Activity

255 hedge funds and large institutions have $530M invested in iShares Core Moderate Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 85 reducing their positions, and 21 closing their positions.

Holders
255
Holders Change
–
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
113
Reduced
85
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCPG
1
Kavar Capital Partners Group
Kansas
$12.3M
2
AWM
2
AE Wealth Management
Kansas
$4.79M
3
FIA
3
Foundations Investment Advisors
Arizona
$23.2M
4
SI
4
Seeds Investor
New York
$3.23M
5
PAG
5
Private Advisor Group
New Jersey
$2.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.8M
2
SSA
2
SSA Swiss Advisors
$204K
3
OAM
3
Oppenheimer Asset Management
New York
$0
4
OCM
4
One Capital Management
California
$1.53M
5
FFN
5
Focus Financial Network
Minnesota
$4.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$4.16M 90,280 +120 +0.1%
FAIM
27
Financial Advocates Investment Management
Washington
$4.12M 89,455 +2,983 +3%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$3.76M 81,764 +899 +1%
WA
29
Waverly Advisors
Alabama
$3.56M 77,284 +2,240 +3%
Raymond James Financial
30
Raymond James Financial
Florida
$3.55M 77,212 -13,528 -15%
OBWG
31
Onyx Bridge Wealth Group
New York
$3.5M 76,073 -398 -0.5%
BCM
32
Brookstone Capital Management
Illinois
$3.42M 74,295 -7,341 -9%
SI
33
Seeds Investor
New York
$3.23M 70,234 +63,195 +898%
MA
34
Mutual Advisors
Nebraska
$3.2M 69,302 +197 +0.3%
TFG
35
Taylor Financial Group
Virginia
$3.15M 68,457 +8,145 +14%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$2.69M 58,524 -1,689 -3%
SAF
37
Smith Anglin Financial
Texas
$2.35M 51,096 -1,121 -2%
EIG
38
Ellenbecker Investment Group
Wisconsin
$2.3M 49,991 +597 +1%
PAMG
39
Patton Albertson Miller Group
Tennessee
$2.12M 45,977 +2,632 +6%
PAG
40
Private Advisor Group
New Jersey
$2.11M 45,927 +37,452 +442%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$2.09M 45,472 +27,156 +148%
BFA
42
Beacon Financial Advisory
Ohio
$2M 43,451 -724 -2%
KAS
43
Kestra Advisory Services
Texas
$1.99M 43,206 +3,445 +9%
GS
44
GTS Securities
New York
$1.92M 41,627 +18,206 +78%
AL
45
Aspiriant LLC
California
$1.79M 38,787 +9,158 +31%
LF
46
LifePlan Financial
Minnesota
$1.73M 37,643 -337 -0.9%
UBS Group
47
UBS Group
Switzerland
$1.65M 35,935 -21,786 -38%
MAM
48
Milestone Asset Management
Pennsylvania
$1.57M 34,039 -204 -0.6%
OCM
49
One Capital Management
California
$1.53M 33,141 -31,016 -48%
TSMHT
50
Thurston Springer Miller Herd & Titak
Indiana
$1.45M 31,476 +30,289 +2,552%
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