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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 %
MCWS
151
McKinley Carter Wealth Services
West Virginia
$280K -$1.43K -31 -0.5%
SC
152
Scotia Capital
Ontario, Canada
$273K +$20.7K +450 +8%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$272K +$2.07K +45 +0.8%
HA
154
Hanover Advisors
South Carolina
$271K +$271K +5,890 New
AWM
155
Aprio Wealth Management
Georgia
$262K
FHC
156
First Heartland Consultants
Missouri
$262K
DAS
157
Dynamic Advisor Solutions
Arizona
$261K +$3.13K +68 +1%
VWM
158
Venturi Wealth Management
Texas
$260K +$23.3K +506 +10%
AWA
159
Archvest Wealth Advisors
California
$259K +$6.91K +150 +3%
RFG
160
RFP Financial Group
Georgia
$255K -$29.6K -643 -10%
EAM
161
Empirical Asset Management
Massachusetts
$255K -$2.72K -59 -1%
PCS
162
Private Client Services
Kentucky
$255K +$16.8K +364 +7%
Nomura Asset Management
163
Nomura Asset Management
Japan
$253K
CA
164
CGN Advisors
Kansas
$249K -$20.4K -443 -8%
SWA
165
Sightline Wealth Advisors
Connecticut
$248K +$248K +5,388 New
P
166
&Partners
Tennessee
$247K +$247K +5,356 New
EC
167
Estate Counselors
Wisconsin
$245K
FCFC
168
First Commonwealth Financial Corp
Pennsylvania
$230K
Barclays
169
Barclays
United Kingdom
$230K +$230K +5,000 New
FFG
170
Fiduciary Financial Group
California
$226K +$1.2K +26 +0.5%
TFA
171
TPG Financial Advisors
Oregon
$226K -$8.29K -180 -4%
AQR Capital Management
172
AQR Capital Management
Connecticut
$225K +$225K +4,894 New
Citadel Advisors
173
Citadel Advisors
Florida
$223K -$74.9K -1,627 -25%
JWA
174
JFS Wealth Advisors
Pennsylvania
$223K -$7.92K -172 -3%
NWM
175
Northwest Wealth Management
Iowa
$222K +$184 +4 +0.1%