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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 %
EH
151
Equitable Holdings
New York
$261K +$261K +5,945 New
CA
152
CGN Advisors
Kansas
$257K +$2.81K +64 +1%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$257K
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$255K -$16K -364 -6%
AWM
155
Aprio Wealth Management
Georgia
$250K
DAS
156
Dynamic Advisor Solutions
Arizona
$246K -$19.2K -437 -7%
EAM
157
Empirical Asset Management
Massachusetts
$246K -$1.01K -23 -0.4%
Nomura Asset Management
158
Nomura Asset Management
Japan
$241K
SC
159
Scotia Capital
Ontario, Canada
$241K
AWA
160
Archvest Wealth Advisors
California
$240K -$38.1K -869 -14%
WC
161
Waterloo Capital
Texas
$240K +$240K +5,465 New
EC
162
Estate Counselors
Wisconsin
$234K -$36.4K -830 -13%
PCS
163
Private Client Services
Kentucky
$227K -$21.8K -497 -9%
VWM
164
Venturi Wealth Management
Texas
$226K +$21K +479 +10%
HFA
165
High Falls Advisors
New York
$225K +$225K +5,138 New
TFA
166
TPG Financial Advisors
Oregon
$223K -$11.8K -269 -5%
JWA
167
JFS Wealth Advisors
Pennsylvania
$220K
FCFC
168
First Commonwealth Financial Corp
Pennsylvania
$219K +$219K +5,000 New
Creative Planning
169
Creative Planning
Kansas
$217K -$15.7K -358 -7%
BOPW
170
Brandywine Oak Private Wealth
Pennsylvania
$214K +$1.49K +34 +0.7%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$213K +$24.1K +550 +13%
NWM
172
Northwest Wealth Management
Iowa
$211K +$44 +1 +0%
PJWM
173
Philip James Wealth Mangement
Georgia
$210K -$35.1K -800 -14%
WP
174
Westmount Partners
California
$210K +$210K +4,788 New
SF
175
Summit Financial
New Jersey
$207K +$207K +4,713 New