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iShares Core Moderate Allocation ETF

261 hedge funds and large institutions have $537M invested in iShares Core Moderate Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 114 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
176
Northwest Wealth Management
Iowa
$222K
AWM
177
Adams Wealth Management
Utah
$221K
CI
178
CacheTech Inc
Utah
$221K
PJWM
179
Philip James Wealth Mangement
Georgia
$221K
SFG
180
Stonebridge Financial Group
Pennsylvania
$217K
AI
181
Atria Investments
North Carolina
$216K
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$207K
NWMG
183
National Wealth Management Group
Ohio
$207K
IWS
184
Integrity Wealth Solutions
Colorado
$206K
SSA
185
SSA Swiss Advisors
$204K
CPCM
186
Cardinal Point Capital Management
Ontario, Canada
$202K
WP
187
Westmount Partners
California
$201K
SEIA
188
Signature Estate & Investment Advisors
California
$201K
CPG
189
Cornerstone Planning Group
New Jersey
$188K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$182K
AF
191
Advisornet Financial
Minnesota
$180K
Fidelity Investments
192
Fidelity Investments
Massachusetts
$178K
CA
193
CoreCap Advisors
Michigan
$174K
PWM
194
Proathlete Wealth Management
Florida
$167K
BTI
195
Blue Trust Inc
Georgia
$156K
AF
196
Allworth Financial
California
$151K
SWA
197
SOA Wealth Advisors
New York
$122K
HIA
198
HFM Investment Advisors
New Jersey
$120K
DWM
199
Darwin Wealth Management
Florida
$116K
SS
200
Sunbelt Securities
Texas
$111K