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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 %
IAS
51
Insigneo Advisory Services
Florida
$1.22M -$6.49K -148 -0.5%
RFN
52
RDA Financial Network
Iowa
$1.14M -$24.1K -550 -2%
JWCA
53
J.W. Cole Advisors
Florida
$1.14M +$718K +16,366 +170%
PCG
54
Prosperity Consulting Group
Maryland
$1.09M +$215K +4,906 +25%
GCM
55
Gallacher Capital Management
Colorado
$1.08M -$16.9K -385 -2%
GS
56
GTS Securities
New York
$1.03M +$689K +15,693 +203%
FHC
57
Fort Henry Capital
West Virginia
$965K -$86K -1,960 -8%
E3F
58
Eight 31 Financial
Texas
$934K -$4.12M -93,928 -82%
AWS
59
Atria Wealth Solutions
New York
$917K -$43.7K -996 -5%
RWM
60
Ritholtz Wealth Management
New York
$896K -$28.4K -648 -3%
SFG
61
Sovereign Financial Group
Connecticut
$884K -$3.16K -72 -0.4%
SPC
62
Sigma Planning Corp
Michigan
$883K -$108K -2,466 -11%
GFPC
63
Global Financial Private Client
Florida
$882K +$72.1K +1,644 +9%
AAS
64
Avantax Advisory Services
Texas
$882K -$64.6K -1,472 -7%
KFP
65
KMG Fiduciary Partners
Ohio
$862K +$862K +19,641 New
AWM
66
Avior Wealth Management
Nebraska
$861K +$32.2K +733 +4%
HighTower Advisors
67
HighTower Advisors
Illinois
$858K +$43.1K +983 +5%
MML Investors Services
68
MML Investors Services
Massachusetts
$855K -$9.48K -216 -1%
NA
69
NewEdge Advisors
Louisiana
$835K -$104K -2,377 -11%
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$835K +$177K +4,026 +27%
AWM
71
AE Wealth Management
Kansas
$827K -$35.7K -813 -4%
NG
72
Northstar Group
New York
$808K -$39.3K -896 -5%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$804K +$13.4K +305 +2%
HI
74
Harbour Investments
Wisconsin
$784K -$392K -8,926 -33%
GWCM
75
Godshalk Welsh Capital Management
Pennsylvania
$781K +$1.1K +25 +0.1%