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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 %
BFS
101
BridgePort Financial Solutions
Iowa
$483K +$2.24K +51 +0.5%
FPCP
102
Fort Point Capital Partners
California
$457K -$40.9K -932 -8%
SG
103
StoneX Group
New York
$457K +$26.1K +594 +6%
SWP
104
Stratos Wealth Partners
Ohio
$450K -$45.1K -1,028 -9%
GIA
105
Gladstone Institutional Advisory
Florida
$428K +$13.3K +304 +3%
ASN
106
Advisory Services Network
Georgia
$417K -$141K -3,219 -25%
IP
107
Investment Partners
Ohio
$417K
MCM
108
Mendel Capital Management
Arkansas
$407K -$34.5K -786 -8%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$402K -$59.2K -1,350 -13%
MAWA
110
Moss Adams Wealth Advisors
Washington
$401K +$401K +9,144 New
UCFA
111
United Capital Financial Advisors
Texas
$397K -$17.8K -405 -4%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$396K -$57K -1,300 -13%
IAS
113
IMA Advisory Services
Colorado
$394K -$630 -15 -0.2%
WFL
114
Wealth Forward LLC
North Dakota
$386K -$4.17K -95 -1%
RFA
115
RTD Financial Advisors
Pennsylvania
$385K
TWP
116
Tempus Wealth Planning
California
$382K -$14.6K -332 -4%
CF
117
Centaurus Financial
California
$376K -$145K -3,305 -28%
HWM
118
Heirloom Wealth Management
Colorado
$375K -$145K -3,303 -28%
IWM
119
IHT Wealth Management
Illinois
$375K -$4.48K -102 -1%
PAG
120
Private Advisor Group
New Jersey
$372K -$195K -4,442 -34%
SI
121
SimpliFi Inc
California
$369K +$3.16K +72 +0.9%
APWA
122
Atlas Private Wealth Advisors
New Jersey
$368K -$16.1K -366 -4%
AG
123
Ascent Group
Virginia
$362K +$362K +8,241 New
MLFP
124
MPS Loria Financial Planners
Illinois
$352K +$352K +8,026 New
BHWM
125
Bay Harbor Wealth Management
Maryland
$351K -$614 -14 -0.2%