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iShares Core Moderate Allocation ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
KCPG
Kavar Capital Partners Group
Kansas
$12.3M
2
AT
American Trust
Kentucky
$4.52M
3
AWM
AE Wealth Management
Kansas
$4.79M
4
FIA
Foundations Investment Advisors
Arizona
$23.2M
5
SI
Seeds Investor
New York
$3.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$18.8M
2
SSA
SSA Swiss Advisors
$204K
3
OAM
Oppenheimer Asset Management
New York
$0
4
OCM
One Capital Management
California
$1.53M
5
FFN
Focus Financial Network
Minnesota
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$135M +$743K +16,145 +0.6%
LPL Financial
2
LPL Financial
California
$45.6M -$222K -4,818 -0.5%
FIA
3
Foundations Investment Advisors
Arizona
$23.2M +$3.5M +75,933 +18%
Morgan Stanley
4
Morgan Stanley
New York
$18.8M -$7.28M -158,040 -28%
Ameriprise
5
Ameriprise
Minnesota
$13M +$820K +17,790 +7%
HIP
6
HUB Investment Partners
Texas
$12.9M +$292K +6,346 +2%
WFS
7
Weitzel Financial Services
Iowa
$12.8M -$116K -2,515 -0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.8M +$94.7K +2,056 +0.7%
KCPG
9
Kavar Capital Partners Group
Kansas
$12.3M +$12.3M +267,607 New
Wells Fargo
10
Wells Fargo
California
$11.6M -$105K -2,283 -0.9%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.84M -$191K -4,304 -2%
Bank of America
12
Bank of America
North Carolina
$9.21M +$50K +1,087 +0.5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.64M +$517K +11,226 +7%
WCG
14
Weaver Consulting Group
California
$7.41M +$46K +1,000 +0.6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.52M +$118K +2,566 +2%
IAG
16
Investment Advisory Group
Massachusetts
$6.49M +$221K +4,795 +4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.09M +$5.02K +109 +0.1%
AAS
18
Ameritas Advisory Services
Nebraska
$5.9M +$910K +19,775 +18%
LPAM
19
Lodestar Private Asset Management
California
$5.62M +$503K +10,917 +10%
RFM
20
Royal Fund Management
Florida
$4.91M +$116K +2,511 +2%
AWM
21
AE Wealth Management
Kansas
$4.79M +$3.92M +85,199 +452%
AT
22
American Trust
Kentucky
$4.52M +$4.52M +98,085 New
FFN
23
Focus Financial Network
Minnesota
$4.48M -$1.34M -29,106 -23%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.3M +$576K +12,509 +15%
CWA
25
Consilium Wealth Advisory
Texas
$4.28M +$403K +8,751 +10%
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