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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 %
MSA
76
Marino Stram & Associates
Massachusetts
$770K
SWP
77
Summit Wealth Partners
Florida
$768K -$9.3K -212 -1%
BIAS
78
Beacon Investment Advisory Services
New Jersey
$767K -$16.5K -375 -2%
GS
79
GWN Securities
Florida
$743K +$369K +8,406 +99%
PGF
80
Plan Group Financial
Oklahoma
$727K -$70.4K -1,605 -9%
MCM
81
MAI Capital Management
Ohio
$707K -$4.04K -92 -0.6%
Legacy Financial Group (Iowa)
82
Legacy Financial Group (Iowa)
Iowa
$693K -$2.15K -49 -0.3%
UW
83
Unique Wealth
Florida
$684K +$293K +6,679 +75%
SL
84
Sentinus LLC
Illinois
$675K -$74.5K -1,697 -10%
WIA
85
World Investment Advisors
California
$669K
SW
86
SteelPeak Wealth
California
$663K -$65K -1,482 -9%
VAS
87
Vestmark Advisory Solutions
Massachusetts
$651K +$651K +14,843 New
SPIA
88
Steward Partners Investment Advisory
New York
$648K -$145K -3,314 -18%
AFP
89
Ausdal Financial Partners
Iowa
$642K +$20.2K +460 +3%
MFIM
90
Mesirow Financial Investment Management
Illinois
$628K +$4.39K +100 +0.7%
CCFM
91
Clear Creek Financial Management
Washington
$607K +$23.1K +527 +4%
D
92
Dentgroup
Louisiana
$584K
IF
93
Integrity Financial
Wyoming
$583K -$7.64K -174 -1%
Stifel Financial
94
Stifel Financial
Missouri
$565K -$804K -18,316 -59%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$562K -$4.46M -101,658 -89%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$554K +$190K +4,346 +52%
RA
97
RFG Advisory
Alabama
$511K
Mariner
98
Mariner
Kansas
$492K +$263 +6 +0.1%
MAV
99
Mason & Associates (Virginia)
Virginia
$490K -$30.8K -703 -6%
CTC
100
Central Trust Company
Missouri
$483K +$96.4K +2,198 +25%