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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 %
1NWS
201
1 North Wealth Services
Maryland
$67.5K +$67.5K +1,538 New
HIA
202
Harbor Investment Advisory
Maryland
$64.2K -$5.75K -131 -8%
T
203
Transce3nd
Texas
$58K +$2.68K +61 +5%
RF
204
Rossby Financial
Florida
$54K +$54K +1,236 New
LFG
205
Larson Financial Group
Missouri
$52.2K +$52.2K +1,190 New
TSMHT
206
Thurston Springer Miller Herd & Titak
Indiana
$52.1K +$27.4K +625 +111%
EF
207
Elite Financial
Idaho
$52K +$52K +1,200 New
CFP
208
Comprehensive Financial Planning
Pennsylvania
$51.3K -$44 -1 -0.1%
FFA
209
Farther Finance Advisors
California
$46K -$5.54K -126 -11%
JFA
210
JNBA Financial Advisors
Minnesota
$45.4K -$11.9K -272 -21%
CAWM
211
Capital A Wealth Management
Pennsylvania
$44.4K -$16.6K -379 -27%
Comerica Bank
212
Comerica Bank
Texas
$42.5K -$183K -4,180 -81%
PA
213
Pineridge Advisors
Missouri
$41.8K
NS
214
NBC Securities
Alabama
$41K +$41K +950 New
RCA
215
Runnymede Capital Advisors
Ohio
$39.6K
KIM
216
Kestra Investment Management
Texas
$39.5K +$39.5K +900 New
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$36.2K -$37.8K -862 -51%
SWM
218
Spire Wealth Management
Virginia
$28.2K -$24.1K -550 -46%
WWM
219
Wolff Wiese Magana
California
$27.5K
AIC
220
Archer Investment Corporation
Indiana
$27.4K
GJIA
221
Glass Jacobson Investment Advisors
Maryland
$27.2K
BWL
222
Bogart Wealth LLC
Virginia
$26.1K
OFG
223
Oxford Financial Group
Indiana
$24.2K
WTFG
224
Wood Tarver Financial Group
Idaho
$22.2K -$15.5K -354 -41%
UCB
225
United Community Bank
South Carolina
$21.9K