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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 %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$4.2M -$1.08M -23,600 -20%
Truist Financial
27
Truist Financial
North Carolina
$4.16M +$5.53K +120 +0.1%
FAIM
28
Financial Advocates Investment Management
Washington
$4.12M +$137K +2,983 +3%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$3.76M +$41.4K +899 +1%
WA
30
Waverly Advisors
Alabama
$3.56M +$103K +2,240 +3%
Raymond James Financial
31
Raymond James Financial
Florida
$3.55M -$623K -13,528 -15%
OBWG
32
Onyx Bridge Wealth Group
New York
$3.5M -$18.3K -398 -0.5%
BCM
33
Brookstone Capital Management
Illinois
$3.42M -$338K -7,341 -9%
SI
34
Seeds Investor
New York
$3.23M +$2.91M +63,195 +898%
MA
35
Mutual Advisors
Nebraska
$3.2M +$9.09K +197 +0.3%
TFG
36
Taylor Financial Group
Virginia
$3.15M +$375K +8,145 +14%
TPWA
37
TRUE Private Wealth Advisors
Oregon
$2.69M -$77.8K -1,689 -3%
SAF
38
Smith Anglin Financial
Texas
$2.35M -$51.6K -1,121 -2%
EIG
39
Ellenbecker Investment Group
Wisconsin
$2.3M +$27.5K +597 +1%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.29M +$935K +20,305 +69%
PAMG
41
Patton Albertson Miller Group
Tennessee
$2.12M +$121K +2,632 +6%
PAG
42
Private Advisor Group
New Jersey
$2.11M +$1.72M +37,452 +442%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$2.09M +$1.25M +27,156 +148%
BFA
44
Beacon Financial Advisory
Ohio
$2M -$33.3K -724 -2%
KAS
45
Kestra Advisory Services
Texas
$1.99M +$159K +3,445 +9%
GS
46
GTS Securities
New York
$1.92M +$838K +18,206 +78%
AL
47
Aspiriant LLC
California
$1.79M +$422K +9,158 +31%
LF
48
LifePlan Financial
Minnesota
$1.73M -$15.5K -337 -0.9%
UBS Group
49
UBS Group
Switzerland
$1.65M -$1M -21,786 -38%
MAM
50
Milestone Asset Management
Pennsylvania
$1.57M -$9.39K -204 -0.6%
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