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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 %
PJWM
176
Philip James Wealth Mangement
Georgia
$221K +$783 +17 +0.4%
SFG
177
Stonebridge Financial Group
Pennsylvania
$217K +$875 +19 +0.4%
AI
178
Atria Investments
North Carolina
$216K +$216K +4,683 New
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$207K -$383K -8,307 -65%
IWS
180
Integrity Wealth Solutions
Colorado
$206K +$206K +4,466 New
SSA
181
SSA Swiss Advisors
$204K -$3.06M -66,469 -94%
CPCM
182
Cardinal Point Capital Management
Ontario, Canada
$202K +$202K +4,384 New
WP
183
Westmount Partners
California
$201K -$19.4K -421 -9%
SEIA
184
Signature Estate & Investment Advisors
California
$201K +$201K +4,364 New
CPG
185
Cornerstone Planning Group
New Jersey
$188K -$15.9K -346 -8%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$182K -$42.1K -913 -19%
AF
187
Advisornet Financial
Minnesota
$180K +$11K +238 +6%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$178K +$42.3K +918 +31%
CA
189
CoreCap Advisors
Michigan
$174K +$14.9K +323 +9%
PWM
190
Proathlete Wealth Management
Florida
$167K +$322 +7 +0.2%
BTI
191
Blue Trust Inc
Georgia
$156K
AF
192
Allworth Financial
California
$151K -$3.5K -76 -2%
SWA
193
SOA Wealth Advisors
New York
$122K -$26.3K -571 -18%
HIA
194
HFM Investment Advisors
New Jersey
$120K +$1.57K +34 +1%
DWM
195
Darwin Wealth Management
Florida
$116K -$12.7K -276 -10%
SS
196
Sunbelt Securities
Texas
$111K -$1.3K -30 -1%
GRP
197
Global Retirement Partners
California
$108K +$108K +2,345 New
PWA
198
Physician Wealth Advisors
Utah
$94.3K +$94.3K +2,047 New
FFA
199
Founders Financial Alliance
North Carolina
$90.1K
FFA
200
Farther Finance Advisors
California
$89.2K +$41K +891 +85%