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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 %
BlackRock
1
BlackRock
New York
$128M +$7.14M +162,620 +6%
LPL Financial
2
LPL Financial
California
$43.7M +$2M +45,477 +5%
Morgan Stanley
3
Morgan Stanley
New York
$24.9M -$23.3M -532,095 -48%
FIA
4
Foundations Investment Advisors
Arizona
$18.7M +$3.07M +69,958 +20%
WFS
5
Weitzel Financial Services
Iowa
$12.1M +$257K +5,933 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.1M -$1.89M -43,036 -14%
HIP
7
HUB Investment Partners
Texas
$12M +$840K +19,136 +8%
Ameriprise
8
Ameriprise
Minnesota
$11.6M -$6.1M -138,517 -34%
Wells Fargo
9
Wells Fargo
California
$11.1M -$31.4M -715,586 -74%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.91M +$944K +21,504 +11%
Bank of America
11
Bank of America
North Carolina
$8.73M +$492K +11,216 +6%
WCG
12
Weaver Consulting Group
California
$7.02M -$2.72K -62 -0%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.79M +$2.67M +60,776 +65%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.1M -$284K -6,477 -4%
IAG
15
Investment Advisory Group
Massachusetts
$5.97M +$76.9K +1,752 +1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.8M -$805K -18,340 -12%
FFN
17
Focus Financial Network
Minnesota
$5.54M -$2.77M -63,179 -33%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$5.06M -$230K -5,250 -4%
LPAM
19
Lodestar Private Asset Management
California
$4.88M +$703K +16,023 +17%
AAS
20
Ameritas Advisory Services
Nebraska
$4.75M -$187K -4,270 -4%
RFM
21
Royal Fund Management
Florida
$4.58M +$109K +2,486 +2%
Raymond James Financial
22
Raymond James Financial
Florida
$3.98M -$28.3M -644,374 -88%
Truist Financial
23
Truist Financial
North Carolina
$3.96M -$217K -4,937 -5%
FAIM
24
Financial Advocates Investment Management
Washington
$3.79M +$193K +4,399 +5%
CWA
25
Consilium Wealth Advisory
Texas
$3.7M -$609K -13,889 -14%