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iShares Core Moderate Allocation ETF
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Overview Fund Activity

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
–

Top Buyers

1
KCPG
Kavar Capital Partners Group
Kansas
+$12.3M
2
AT
American Trust
Kentucky
+$4.52M
3
AWM
AE Wealth Management
Kansas
+$3.92M
4
FIA
Foundations Investment Advisors
Arizona
+$3.5M
5
SI
Seeds Investor
New York
+$2.91M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.28M
2
SSA
SSA Swiss Advisors
-$3.06M
3
OAM
Oppenheimer Asset Management
New York
-$1.78M
4
OCM
One Capital Management
California
-$1.43M
5
FFN
Focus Financial Network
Minnesota
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
101
Ausdal Financial Partners
Iowa
$577K -$96.2K -2,090 -14%
IF
102
Integrity Financial
Wyoming
$574K -$37.8K -821 -6%
Mariner
103
Mariner
Kansas
$573K +$56.4K +1,226 +11%
CIA
104
Concurrent Investment Advisors
Florida
$563K +$563K +12,229 New
AFM
105
Armstrong Fleming & Moore
District of Columbia
$554K +$554K +12,042 New
RA
106
RFG Advisory
Alabama
$542K +$5.11K +111 +1%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$535K +$113K +2,454 +27%
BFS
108
BridgePort Financial Solutions
Iowa
$514K +$7.27K +158 +1%
IAS
109
IMA Advisory Services
Colorado
$498K +$82.3K +1,857 +20%
SWP
110
Stratos Wealth Partners
Ohio
$484K +$11.6K +252 +2%
CTC
111
Central Trust Company
Missouri
$466K -$40.8K -886 -8%
FPCP
112
Fort Point Capital Partners
California
$458K -$21.5K -468 -4%
MLFP
113
MPS Loria Financial Planners
Illinois
$445K +$75.1K +1,631 +20%
SG
114
StoneX Group
New York
$441K -$37.8K -822 -8%
IP
115
Investment Partners
Ohio
$440K +$2.53K +55 +0.6%
HWM
116
Heirloom Wealth Management
Colorado
$439K +$45.2K +981 +11%
MCM
117
Mendel Capital Management
Arkansas
$427K – – –
MAWA
118
Moss Adams Wealth Advisors
Washington
$423K +$1.61K +35 +0.4%
UCFA
119
United Capital Financial Advisors
Texas
$409K -$7.6K -165 -2%
CF
120
Centaurus Financial
California
$405K +$10.6K +230 +3%
WFL
121
Wealth Forward LLC
North Dakota
$404K -$783 -17 -0.2%
RFA
122
RTD Financial Advisors
Pennsylvania
$404K +$368 +8 +0.1%
SI
123
SimpliFi Inc
California
$389K +$1.57K +34 +0.4%
TWP
124
Tempus Wealth Planning
California
$386K -$14.6K -318 -4%
APWA
125
Atlas Private Wealth Advisors
New Jersey
$386K – – –
3 4
5
6 7