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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
GRP
201
Global Retirement Partners
California
$108K
PWA
202
Physician Wealth Advisors
Utah
$94.3K
FFA
203
Founders Financial Alliance
North Carolina
$90.1K
FFA
204
Farther Finance Advisors
California
$89.2K
CIAS
205
Capital Investment Advisory Services
North Carolina
$86.7K
ME
206
McIlrath & Eck
Washington
$82.2K
SL
207
Salomon & Ludwin
Virginia
$81.5K
1NWS
208
1 North Wealth Services
Maryland
$77.5K
BBHC
209
Brown Brothers Harriman & Co
New York
$75.7K
PCFFS
210
Pacific Center for Financial Services
California
$71.6K
PA
211
Parallel Advisors
California
$71.6K
HIA
212
Harbor Investment Advisory
Maryland
$68.5K
GWM
213
Geneos Wealth Management
Colorado
$57K
RF
214
Rossby Financial
Florida
$56.9K
CFP
215
Comprehensive Financial Planning
Pennsylvania
$54.2K
Franklin Resources
216
Franklin Resources
California
$53.5K
UB
217
UMB Bank
Missouri
$52K
SIS
218
Sound Income Strategies
Florida
$47.5K
JFA
219
JNBA Financial Advisors
Minnesota
$47.3K
SC
220
SouthState Corp
Florida
$46.9K
PA
221
Pineridge Advisors
Missouri
$44K
AssetMark Inc
222
AssetMark Inc
California
$40K
KIM
223
Kestra Investment Management
Texas
$39.5K
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$37.2K
T
225
Transce3nd
Texas
$36.2K