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iShares Core Moderate Allocation ETF

255 hedge funds and large institutions have $488M invested in iShares Core Moderate Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
70
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$3.58M -$494K -11,253 -12%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.55M +$1.71M +39,058 +93%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$3.55M +$2.09M +47,544 +143%
OBWG
29
Onyx Bridge Wealth Group
New York
$3.36M +$367K +8,362 +12%
WA
30
Waverly Advisors
Alabama
$3.29M +$77.4K +1,763 +2%
SSA
31
SSA Swiss Advisors
$3.11M +$3.11M +70,902 New
MA
32
Mutual Advisors
Nebraska
$3.02M -$64.2K -1,470 -2%
OCM
33
One Capital Management
California
$2.82M +$1.07M +24,492 +62%
TFG
34
Taylor Financial Group
Virginia
$2.65M +$257K +5,860 +11%
TPWA
35
TRUE Private Wealth Advisors
Oregon
$2.64M +$82.3K +1,876 +3%
UBS Group
36
UBS Group
Switzerland
$2.53M -$100K -2,285 -4%
SAF
37
Smith Anglin Financial
Texas
$2.29M +$47.2K +1,075 +2%
EIG
38
Ellenbecker Investment Group
Wisconsin
$2.17M +$6.19K +141 +0.3%
BFA
39
Beacon Financial Advisory
Ohio
$1.94M -$49K -1,117 -2%
PAMG
40
Patton Albertson Miller Group
Tennessee
$1.9M +$27.3K +623 +1%
OAM
41
Oppenheimer Asset Management
New York
$1.78M +$829K +18,884 +87%
KAS
42
Kestra Advisory Services
Texas
$1.74M +$67.3K +1,533 +4%
LF
43
LifePlan Financial
Minnesota
$1.67M -$421K -9,591 -20%
GM
44
GeoWealth Management
Illinois
$1.51M +$52.3K +1,191 +4%
MAM
45
Milestone Asset Management
Pennsylvania
$1.5M +$619K +14,118 +70%
BWP
46
BlueStem Wealth Partners
Minnesota
$1.38M -$153K -3,493 -10%
AG
47
AlTi Global
New York
$1.32M -$1.8M -40,950 -58%
AL
48
Aspiriant LLC
California
$1.3M
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.29M +$818K +18,638 +173%
JSA
50
Jim Saulnier & Associates
Colorado
$1.25M