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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 %
JWCA
51
J.W. Cole Advisors
Florida
$1.35M 29,261 +3,246 +12%
PCG
52
Prosperity Consulting Group
Maryland
$1.33M 28,849 +4,071 +16%
BWP
53
BlueStem Wealth Partners
Minnesota
$1.32M 28,606 -2,930 -9%
IAS
54
Insigneo Advisory Services
Florida
$1.28M 27,882 +24 +0.1%
JSA
55
Jim Saulnier & Associates
Colorado
$1.27M 27,651 -854 -3%
TCMP
56
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.26M 27,346 +27,346 New
RFN
57
RDA Financial Network
Iowa
$1.19M 25,915 -175 -0.7%
GCM
58
Gallacher Capital Management
Colorado
$1.18M 25,528 +803 +3%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$1.15M 24,917 +15,899 +176%
HI
60
Harbour Investments
Wisconsin
$1.06M 22,970 +5,103 +29%
FHC
61
Fort Henry Capital
West Virginia
$1.01M 22,006 +15 +0.1%
E3F
62
Eight 31 Financial
Texas
$991K 21,517 +231 +1%
AAS
63
Avantax Advisory Services
Texas
$986K 21,422 +1,322 +7%
KFP
64
KMG Fiduciary Partners
Ohio
$986K 21,410 +1,769 +9%
MML Investors Services
65
MML Investors Services
Massachusetts
$972K 21,120 +1,646 +8%
SL
66
Sentinus LLC
Illinois
$962K 20,891 +5,513 +36%
SFG
67
Sovereign Financial Group
Connecticut
$955K 20,735 +595 +3%
AWM
68
Avior Wealth Management
Nebraska
$935K 20,317 +704 +4%
GFPC
69
Global Financial Private Client
Florida
$925K 20,101 – –
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$914K 19,883 +864 +5%
RWM
71
Ritholtz Wealth Management
New York
$907K 19,699 -731 -4%
HighTower Advisors
72
HighTower Advisors
Illinois
$893K 19,391 -162 -0.8%
IWC
73
Integrated Wealth Concepts
Massachusetts
$889K 19,319 +12,184 +171%
NA
74
NewEdge Advisors
Louisiana
$883K 19,186 +148 +0.8%
AWM
75
Axxcess Wealth Management
California
$858K 18,639 +11,172 +150%
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