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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 %
FFG
176
Fiduciary Financial Group
California
$206K +$928 +22 +0.5%
SFG
177
Stonebridge Financial Group
Pennsylvania
$206K -$8.86K -202 -4%
CPG
178
Cornerstone Planning Group
New Jersey
$190K +$22.8K +529 +14%
AF
179
Advisornet Financial
Minnesota
$161K +$16.9K +385 +12%
PWM
180
Proathlete Wealth Management
Florida
$159K +$159K +3,620 New
CA
181
CoreCap Advisors
Michigan
$152K -$12.9K -295 -8%
BTI
182
Blue Trust Inc
Georgia
$148K
CRFG
183
Columbia River Financial Group
Washington
$148K +$148K +3,381 New
AF
184
Allworth Financial
California
$146K -$3.3K -76 -2%
SWA
185
SOA Wealth Advisors
New York
$142K
Fidelity Investments
186
Fidelity Investments
Massachusetts
$129K +$60.7K +1,383 +88%
DWM
187
Darwin Wealth Management
Florida
$122K
SS
188
Sunbelt Securities
Texas
$113K +$1.32K +30 +1%
HIA
189
HFM Investment Advisors
New Jersey
$113K +$113K +2,583 New
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$106K +$82.1K +1,870 +341%
CIAS
191
Capital Investment Advisory Services
North Carolina
$106K -$22.4K -510 -17%
SC
192
SouthState Corp
Florida
$104K +$104K +2,362 New
FFA
193
Founders Financial Alliance
North Carolina
$85.9K -$132 -3 -0.2%
SL
194
Salomon & Ludwin
Virginia
$78.1K
CWC
195
Carolinas Wealth Consulting
North Carolina
$77.7K +$922 +21 +1%
ME
196
McIlrath & Eck
Washington
$76.9K -$263 -6 -0.3%
GWM
197
Geneos Wealth Management
Colorado
$73.7K +$15.2K +346 +26%
GC
198
Gould Capital
Washington
$73.3K
PA
199
Parallel Advisors
California
$72.5K
PCFFS
200
Pacific Center for Financial Services
California
$67.8K