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iShares Core Moderate Allocation ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$883K +$6.81K +148 +0.8%
AWM
77
Axxcess Wealth Management
California
$858K +$514K +11,172 +150%
WIA
78
World Investment Advisors
California
$840K +$139K +3,016 +20%
NG
79
Northstar Group
New York
$833K -$14.1K -306 -2%
BIAS
80
Beacon Investment Advisory Services
New Jersey
$830K +$24.9K +540 +3%
GWCM
81
Godshalk Welsh Capital Management
Pennsylvania
$820K +$1.15K +25 +0.1%
AG
82
AlTi Global
New York
$815K -$575K -12,479 -41%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$808K +$227K +4,953 +39%
MSA
84
Marino Stram & Associates
Massachusetts
$805K -$2.49K -54 -0.3%
Stifel Financial
85
Stifel Financial
Missouri
$789K +$196K +4,253 +33%
SWP
86
Summit Wealth Partners
Florida
$780K -$25.9K -563 -3%
GM
87
GeoWealth Management
Illinois
$763K -$825K -17,913 -52%
Legacy Financial Group (Iowa)
88
Legacy Financial Group (Iowa)
Iowa
$755K +$27.5K +598 +4%
PGF
89
Plan Group Financial
Oklahoma
$741K -$21.7K -471 -3%
GS
90
GWN Securities
Florida
$713K -$67.1K -1,458 -9%
SW
91
SteelPeak Wealth
California
$696K +$184 +4 +0%
MCM
92
MAI Capital Management
Ohio
$684K -$57.8K -1,255 -8%
SPIA
93
Steward Partners Investment Advisory
New York
$683K +$3.09K +67 +0.5%
AWS
94
Atria Wealth Solutions
New York
$681K -$282K -6,116 -29%
UW
95
Unique Wealth
Florida
$658K -$59.9K -1,300 -8%
MFIM
96
Mesirow Financial Investment Management
Illinois
$658K -$1.61K -35 -0.2%
SPC
97
Sigma Planning Corp
Michigan
$637K -$290K -6,288 -31%
D
98
Dentgroup
Louisiana
$613K
CCFM
99
Clear Creek Financial Management
Washington
$610K -$26.6K -578 -4%
MCC
100
Money Concepts Capital
Florida
$590K +$590K +12,818 New