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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 %
Mariner
101
Mariner
Kansas
$573K 12,445 +1,226 +11%
CIA
102
Concurrent Investment Advisors
Florida
$563K 12,229 +12,229 New
AFM
103
Armstrong Fleming & Moore
District of Columbia
$554K 12,042 +12,042 New
RA
104
RFG Advisory
Alabama
$542K 11,763 +111 +1%
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$535K 11,612 +2,454 +27%
BFS
106
BridgePort Financial Solutions
Iowa
$514K 11,158 +158 +1%
IAS
107
IMA Advisory Services
Colorado
$498K 11,244 +1,857 +20%
SWP
108
Stratos Wealth Partners
Ohio
$484K 10,504 +252 +2%
CTC
109
Central Trust Company
Missouri
$466K 10,117 -886 -8%
FPCP
110
Fort Point Capital Partners
California
$458K 9,951 -468 -4%
MLFP
111
MPS Loria Financial Planners
Illinois
$445K 9,657 +1,631 +20%
SG
112
StoneX Group
New York
$441K 9,582 -822 -8%
IP
113
Investment Partners
Ohio
$440K 9,552 +55 +0.6%
HWM
114
Heirloom Wealth Management
Colorado
$439K 9,528 +981 +11%
MCM
115
Mendel Capital Management
Arkansas
$427K 9,280
MAWA
116
Moss Adams Wealth Advisors
Washington
$423K 9,179 +35 +0.4%
UCFA
117
United Capital Financial Advisors
Texas
$409K 8,881 -165 -2%
CF
118
Centaurus Financial
California
$405K 8,797 +230 +3%
WFL
119
Wealth Forward LLC
North Dakota
$404K 8,782 -17 -0.2%
RFA
120
RTD Financial Advisors
Pennsylvania
$404K 8,771 +8 +0.1%
SI
121
SimpliFi Inc
California
$389K 8,443 +34 +0.4%
TWP
122
Tempus Wealth Planning
California
$386K 8,394 -318 -4%
APWA
123
Atlas Private Wealth Advisors
New Jersey
$386K 8,392
MAV
124
Mason & Associates (Virginia)
Virginia
$381K 8,271 -2,890 -26%
AG
125
Ascent Group
Virginia
$379K 8,241