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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 %
CIAS
201
Capital Investment Advisory Services
North Carolina
$86.7K -$24.4K -531 -22%
ME
202
McIlrath & Eck
Washington
$82.2K +$1.47K +32 +2%
SL
203
Salomon & Ludwin
Virginia
$81.5K
1NWS
204
1 North Wealth Services
Maryland
$77.5K +$6.68K +145 +9%
BBHC
205
Brown Brothers Harriman & Co
New York
$75.7K +$75.7K +1,645 New
PCFFS
206
Pacific Center for Financial Services
California
$71.6K +$414 +9 +0.6%
PA
207
Parallel Advisors
California
$71.6K -$4.47K -97 -6%
HIA
208
Harbor Investment Advisory
Maryland
$68.5K +$1.15K +25 +2%
GWM
209
Geneos Wealth Management
Colorado
$57K -$20.4K -443 -26%
RF
210
Rossby Financial
Florida
$56.9K
CFP
211
Comprehensive Financial Planning
Pennsylvania
$54.2K +$368 +8 +0.7%
Franklin Resources
212
Franklin Resources
California
$53.5K +$53.5K +1,163 New
UB
213
UMB Bank
Missouri
$52K +$52K +1,130 New
SIS
214
Sound Income Strategies
Florida
$47.5K +$47.5K +1,032 New
JFA
215
JNBA Financial Advisors
Minnesota
$47.3K -$368 -8 -0.8%
SC
216
SouthState Corp
Florida
$46.9K -$61.8K -1,343 -57%
PA
217
Pineridge Advisors
Missouri
$44K +$92 +2 +0.2%
AssetMark Inc
218
AssetMark Inc
California
$40K +$26.2K +570 +191%
KIM
219
Kestra Investment Management
Texas
$39.5K
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$37.2K -$783 -17 -2%
T
221
Transce3nd
Texas
$36.2K -$24.7K -536 -41%
WA
222
WestEnd Advisors
North Carolina
$29.1K +$26.4K +574 +1,007%
WWM
223
Wolff Wiese Magana
California
$29K +$92 +2 +0.3%
AIC
224
Archer Investment Corporation
Indiana
$28.9K +$92 +2 +0.3%
BWL
225
Bogart Wealth LLC
Virginia
$27.4K