iShares Core Moderate Allocation ETF

AOM

Market cap $1.6B

Overview Fund Activity

47.47 USD

0.00

0%

At close Updated Sep 18, 4:00 PM EDT

1 day

0%

5 days

0.34%

1 month

2.13%

3 months

5.35%

6 months

8.11%

Year to date

9.4%

1 year

6.43%

5 years

15.25%

10 years

38.64%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

50% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 3 (+1) [Q2]

34% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 85

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

10% more capital invested

Capital invested by funds: $488M [Q1] → $537M (+$48.2M) [Q2]

1.23% more ownership

Funds ownership: 33.74% [Q1] → 34.97% (+1.23%) [Q2]

1% more funds holding

Funds holding: 255 [Q1] → 257 (+2) [Q2]

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Financial journalist opinion

Zacks Investment Research

Should You Invest in Multi-Asset ETFs Now?

Volatile markets revive interest in multi-asset ETFs like AOR, AOA, AOM, AOK and MDIV for balanced growth, income and diversification.

Should You Invest in Multi-Asset ETFs Now?

24/7 Wall Street

I Used to Funnel All of My Savings into VOO, But These 3 ETFs Offer a More Balanced Approach

The Vanguard S&P 500 ETF (VOO) remains one of the top exchange traded funds (ETFs) in the market, and for good reason.

I Used to Funnel All of My Savings into VOO, But These 3 ETFs Offer a More Balanced Approach

24/7 Wall Street

Retirees Can Look At Balanced Allocation ETFs For An Easier Time Managing Their Wealth

Retirees looking for more of a one-stop-shop investment solution that takes care of asset allocation may wish to check out some of the “balanced” ETF offerings offered by iShares.

Retirees Can Look At Balanced Allocation ETFs For An Easier Time Managing Their Wealth

AOM: If You Think The Equity Market Is Overvalued, This ETF Is For You

iShares Core Moderate Allocation ETF offers a conservative 60% fixed income/40% equities allocation, ideal for cautious investors in 2025. AOM's composition includes diversified ETFs, ensuring liquidity and transparency, making it a solid choice for those wary of overvalued equities. Historical performance shows the Fund's resilience during recessions, with lower drawdowns compared to more aggressive funds like AOA.

AOM: If You Think The Equity Market Is Overvalued, This ETF Is For You

AOM: A Better Cycle Ahead

The iShares Core Moderate Allocation ETF offers a balanced blend of global stocks and bonds, targeting moderate risk and consistent returns for long-term investors. AOM's portfolio includes a significant allocation to U.S. bonds and large-cap stocks, with additional exposure to international and emerging markets. Compared to peers, AOM's moderate approach and global diversification make it suitable for investors seeking stability over aggressive growth.

AOM: A Better Cycle Ahead

Asset Allocation Alert: 3 ETFs to Get You to a 40/60 Portfolio

Pimco Chief Investment Officer ( CIO ) Dan Ivascyn Recently told Morningstar.com's Sarah Hansen that investors should think about adding more bonds to their investment portfolio. One way to do that is through the use of asset allocation ETFs.

Asset Allocation Alert: 3 ETFs to Get You to a 40/60 Portfolio

AOM Vs. Other Tactical ETFs: An Actively Managed Fund Stands Out

iShares Core Moderate Allocation ETF is a fund of funds with a 40/60 allocation model in global equity and bond indexes. Its exposure to foreign securities is about 25%, which implies some currency risk. In a comparison with a few multi-asset tactical ETFs, the best performer is an actively managed fund holding U.S. stocks and bond futures.

Zacks Investment Research

How to Trade With ETFs & Win in a Record-High Market?

The U.S. market is in great shape as 2023 comes to a close, thanks mainly to a less-hawkish Fed, an Artificial Intelligence (AI) boom and dissipating global growth worries. This is how you can navigate the record high market.

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