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iShares Core Moderate Allocation ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
WIA
76
World Investment Advisors
California
$840K 18,254 +3,016 +20%
NG
77
Northstar Group
New York
$833K 18,100 -306 -2%
BIAS
78
Beacon Investment Advisory Services
New Jersey
$830K 18,029 +540 +3%
GWCM
79
Godshalk Welsh Capital Management
Pennsylvania
$820K 17,821 +25 +0.1%
AG
80
AlTi Global
New York
$815K 17,704 -12,479 -41%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$808K 17,606 +4,953 +39%
MSA
82
Marino Stram & Associates
Massachusetts
$805K 17,494 -54 -0.3%
Stifel Financial
83
Stifel Financial
Missouri
$789K 17,131 +4,253 +33%
SWP
84
Summit Wealth Partners
Florida
$780K 16,939 -563 -3%
GM
85
GeoWealth Management
Illinois
$763K 16,584 -17,913 -52%
Legacy Financial Group (Iowa)
86
Legacy Financial Group (Iowa)
Iowa
$755K 16,388 +598 +4%
PGF
87
Plan Group Financial
Oklahoma
$741K 16,103 -471 -3%
GS
88
GWN Securities
Florida
$713K 15,481 -1,458 -9%
SW
89
SteelPeak Wealth
California
$696K 15,115 +4 +0%
MCM
90
MAI Capital Management
Ohio
$684K 14,851 -1,255 -8%
SPIA
91
Steward Partners Investment Advisory
New York
$683K 14,834 +67 +0.5%
AWS
92
Atria Wealth Solutions
New York
$681K 14,784 -6,116 -29%
UW
93
Unique Wealth
Florida
$658K 14,286 -1,300 -8%
MFIM
94
Mesirow Financial Investment Management
Illinois
$658K 14,285 -35 -0.2%
SPC
95
Sigma Planning Corp
Michigan
$637K 13,836 -6,288 -31%
D
96
Dentgroup
Louisiana
$613K 13,310
CCFM
97
Clear Creek Financial Management
Washington
$610K 13,248 -578 -4%
MCC
98
Money Concepts Capital
Florida
$590K 12,818 +12,818 New
AFP
99
Ausdal Financial Partners
Iowa
$577K 12,534 -2,090 -14%
IF
100
Integrity Financial
Wyoming
$574K 12,462 -821 -6%