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iShares Core Moderate Allocation ETF
284 hedge funds and large institutions have $647M invested in iShares Core Moderate Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 128 increasing their positions, 78 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
130% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 20
64% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 78
20% more capital invested
Capital invested by funds: $541M → $647M (+$107M)
8% more funds holding
Funds holding: 263 → 284 (+21)
4.57% more ownership
Funds ownership: 33.63% → 38.2% (+4.6%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
284
Holders Change
+21
Holders Change %
+7.98%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
46
Increased
128
Reduced
78
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$23.5M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$17.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$13.7M |
| 4 |
AA
AJ Advisors
Nashville,
Tennessee
|
+$12.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.89M |
Top Sellers
| 1 |
AT
American Trust
Lexington,
Kentucky
|
-$3.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.21M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.49M |
| 4 |
HA
Hanover Advisors
Seneca,
South Carolina
|
-$2.25M |
| 5 |
JP Morgan Chase
New York
|
-$1.2M |
