iShares Core Moderate Allocation ETF
280 hedge funds and large institutions have $646M invested in iShares Core Moderate Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 126 increasing their positions, 78 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
4.52% more ownership
Funds ownership: 33.58% → 38.1% (+4.5%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
280
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$23.5M | |
| 2 | +$17.2M | |
| 3 | +$13.7M | |
| 4 |
AA
AJ Advisors
Nashville,
Tennessee
|
+$12.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.89M |
Top Sellers
| 1 | -$3.5M | |
| 2 | -$3.21M | |
| 3 | -$2.49M | |
| 4 |
HA
Hanover Advisors
Seneca,
South Carolina
|
-$2.25M |
| 5 |
JP Morgan Chase
New York
|
-$1.2M |
