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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.

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 %
MAV
126
Mason & Associates (Virginia)
Virginia
$381K -$133K -2,890 -26%
AG
127
Ascent Group
Virginia
$379K
GIA
128
Gladstone Institutional Advisory
Florida
$377K -$71.7K -1,558 -16%
WC
129
Waterloo Capital
Texas
$373K +$122K +2,643 +48%
Lido Advisors
130
Lido Advisors
California
$369K +$737 +16 +0.2%
IWM
131
IHT Wealth Management
Illinois
$365K -$27.6K -599 -7%
CG
132
CFO4Life Group
Texas
$365K
VWA
133
Visionary Wealth Advisors
Illinois
$365K +$24.1K +523 +7%
BHWM
134
Bay Harbor Wealth Management
Maryland
$363K -$5.34K -116 -1%
ASN
135
Advisory Services Network
Georgia
$354K -$81.5K -1,780 -19%
NAS
136
Nicolet Advisory Services
Wisconsin
$353K -$15.9K -347 -4%
ACS
137
Archford Capital Strategies
Illinois
$341K -$20.2K -438 -6%
LEFP
138
Leading Edge Financial Planning
Tennessee
$339K
SSC
139
Syverson Strege & Co
Iowa
$339K +$3.73K +81 +1%
AAP
140
Arax Advisory Partners
Colorado
$338K +$4.24K +92 +1%
EH
141
Equitable Holdings
New York
$325K +$51.2K +1,112 +19%
OIA
142
OneDigital Investment Advisors
Kansas
$321K +$321K +6,963 New
APW
143
Austin Private Wealth
Texas
$320K
SWP
144
Sagespring Wealth Partners
Tennessee
$313K -$1.2K -26 -0.4%
FPAS
145
Focus Partners Advisor Solutions
Missouri
$304K +$460 +10 +0.2%
MWC
146
MKD Wealth Coaches
Michigan
$301K +$21K +457 +8%
CA
147
Claro Advisors
Massachusetts
$292K +$2.3K +50 +0.8%
Creative Planning
148
Creative Planning
Kansas
$286K +$57.9K +1,258 +25%
FEG
149
Financial Enhancement Group
Indiana
$285K
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$283K -$38.7K -840 -12%