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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 %
OCM
51
One Capital Management
California
$1.53M -$1.43M -31,016 -48%
TSMHT
52
Thurston Springer Miller Herd & Titak
Indiana
$1.45M +$1.39M +30,289 +2,552%
JWCA
53
J.W. Cole Advisors
Florida
$1.35M +$149K +3,246 +12%
PCG
54
Prosperity Consulting Group
Maryland
$1.33M +$187K +4,071 +16%
BWP
55
BlueStem Wealth Partners
Minnesota
$1.32M -$135K -2,930 -9%
IAS
56
Insigneo Advisory Services
Florida
$1.28M +$1.11K +24 +0.1%
JSA
57
Jim Saulnier & Associates
Colorado
$1.27M -$39.3K -854 -3%
TCMP
58
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.26M +$1.26M +27,346 New
RFN
59
RDA Financial Network
Iowa
$1.19M -$8.06K -175 -0.7%
GCM
60
Gallacher Capital Management
Colorado
$1.18M +$37K +803 +3%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$1.15M +$732K +15,899 +176%
HI
62
Harbour Investments
Wisconsin
$1.06M +$235K +5,103 +29%
FHC
63
Fort Henry Capital
West Virginia
$1.01M +$691 +15 +0.1%
E3F
64
Eight 31 Financial
Texas
$991K +$10.6K +231 +1%
AAS
65
Avantax Advisory Services
Texas
$986K +$60.9K +1,322 +7%
KFP
66
KMG Fiduciary Partners
Ohio
$986K +$81.4K +1,769 +9%
MML Investors Services
67
MML Investors Services
Massachusetts
$972K +$75.8K +1,646 +8%
SL
68
Sentinus LLC
Illinois
$962K +$254K +5,513 +36%
SFG
69
Sovereign Financial Group
Connecticut
$955K +$27.4K +595 +3%
AWM
70
Avior Wealth Management
Nebraska
$935K +$32.4K +704 +4%
GFPC
71
Global Financial Private Client
Florida
$925K – – –
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$914K +$39.7K +864 +5%
RWM
73
Ritholtz Wealth Management
New York
$907K -$33.7K -731 -4%
HighTower Advisors
74
HighTower Advisors
Illinois
$893K -$7.46K -162 -0.8%
IWC
75
Integrated Wealth Concepts
Massachusetts
$889K +$561K +12,184 +171%
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