iShares Core Moderate Allocation ETFAOM
AOM
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
32% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 28
0% more funds holding
Funds holding: 252 [Q4 2024] → 253 (+1) [Q1 2025]
4.73% less ownership
Funds ownership: 38.46% [Q4 2024] → 33.73% (-4.73%) [Q1 2025]
17% less capital invested
Capital invested by funds: $585M [Q4 2024] → $488M (-$96.7M) [Q1 2025]
35% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 105
50% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 2 (-2) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for AOM.
Financial journalist opinion
Neutral
Zacks Investment Research
3 weeks ago
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.
Neutral
24/7 Wall Street
2 months ago
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.
Positive
24/7 Wall Street
3 months ago
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.
Negative
Seeking Alpha
5 months ago
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.
Positive
Seeking Alpha
7 months ago
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.
Neutral
InvestorPlace
10 months ago
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.
Positive
Seeking Alpha
1 year ago
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.
Positive
Zacks Investment Research
1 year ago
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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