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iShares Core Moderate Allocation ETF
292 hedge funds and large institutions have $623M invested in iShares Core Moderate Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 103 increasing their positions, 99 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
4% less capital invested
Capital invested by funds: $647M → $623M (-$24.3M)
1.21% less ownership
Funds ownership: 38.2% → 36.98% (-1.2%)
Holders
292
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$12.5M | |
| 2 | +$5.8M | |
| 3 | +$5.09M | |
| 4 |
HFA
Hershey Financial Advisers
Lancaster,
Pennsylvania
|
+$3.85M |
| 5 |
JP Morgan Chase
New York
|
+$2.34M |
Top Sellers
| 1 | -$16.3M | |
| 2 | -$12.1M | |
| 3 | -$11.9M | |
| 4 |
Morgan Stanley
New York
|
-$6.84M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.13M |
