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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 %
Lido Advisors
126
Lido Advisors
California
$351K -$64K -1,458 -15%
CG
127
CFO4Life Group
Texas
$348K
ACS
128
Archford Capital Strategies
Illinois
$344K -$22.7K -517 -6%
NAS
129
Nicolet Advisory Services
Wisconsin
$340K -$13.1K -311 -4%
FHC
130
First Heartland Consultants
Missouri
$335K -$43.8K -999 -12%
AWM
131
Axxcess Wealth Management
California
$328K -$2.12M -48,335 -87%
VWA
132
Visionary Wealth Advisors
Illinois
$325K -$20.4K -466 -6%
BFWM
133
Bright Futures Wealth Management
New York
$324K +$6.67K +157 +2%
LEFP
134
Leading Edge Financial Planning
Tennessee
$323K
SSC
135
Syverson Strege & Co
Iowa
$319K +$16.6K +379 +5%
AAP
136
Arax Advisory Partners
Colorado
$318K -$33K -751 -9%
IWC
137
Integrated Wealth Concepts
Massachusetts
$313K -$159K -3,614 -34%
TC
138
TownSquare Capital
Utah
$311K
SI
139
Seeds Investor
New York
$309K +$309K +7,039 New
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$306K -$10.4K -237 -3%
APW
141
Austin Private Wealth
Texas
$305K -$24.3K -553 -7%
WFAG
142
Worth Financial Advisory Group
North Carolina
$300K +$6.36K +145 +2%
SWP
143
Sagespring Wealth Partners
Tennessee
$300K -$10.3K -234 -3%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$289K +$78.5K +1,788 +37%
Citadel Advisors
145
Citadel Advisors
Florida
$284K +$284K +6,478 New
CA
146
Claro Advisors
Massachusetts
$276K +$2.19K +50 +0.8%
RFG
147
RFP Financial Group
Georgia
$272K +$20.8K +475 +8%
MCWS
148
McKinley Carter Wealth Services
West Virginia
$268K
FEG
149
Financial Enhancement Group
Indiana
$268K -$1.81M -42,336 -87%
MWC
150
MKD Wealth Coaches
Michigan
$266K -$81.3K -1,854 -23%