AOM icon

iShares Core Moderate Allocation ETF
AOM

Overview Fund Activity

255 hedge funds and large institutions have $530M invested in iShares Core Moderate Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 85 reducing their positions, and 21 closing their positions.

Holders
255
Holders Change
–
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
113
Reduced
85
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCPG
1
Kavar Capital Partners Group
Kansas
$12.3M
2
AWM
2
AE Wealth Management
Kansas
$4.79M
3
FIA
3
Foundations Investment Advisors
Arizona
$23.2M
4
SI
4
Seeds Investor
New York
$3.23M
5
PAG
5
Private Advisor Group
New Jersey
$2.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.8M
2
SSA
2
SSA Swiss Advisors
$204K
3
OAM
3
Oppenheimer Asset Management
New York
$0
4
OCM
4
One Capital Management
California
$1.53M
5
FFN
5
Focus Financial Network
Minnesota
$4.48M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$135M 2,926,402 +16,145 +0.6%
LPL Financial
2
LPL Financial
California
$45.6M 990,640 -4,818 -0.5%
FIA
3
Foundations Investment Advisors
Arizona
$23.2M 502,887 +75,933 +18%
Morgan Stanley
4
Morgan Stanley
New York
$18.8M 408,327 -158,040 -28%
Ameriprise
5
Ameriprise
Minnesota
$13M 281,931 +17,790 +7%
HIP
6
HUB Investment Partners
Texas
$12.9M 280,175 +6,346 +2%
WFS
7
Weitzel Financial Services
Iowa
$12.8M 277,568 -2,515 -0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.8M 277,462 +2,056 +0.7%
KCPG
9
Kavar Capital Partners Group
Kansas
$12.3M 267,607 +267,607 New
Wells Fargo
10
Wells Fargo
California
$11.6M 251,200 -2,283 -0.9%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.84M 221,576 -4,304 -2%
Bank of America
12
Bank of America
North Carolina
$9.21M 200,005 +1,087 +0.5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.64M 165,931 +11,226 +7%
WCG
14
Weaver Consulting Group
California
$7.41M 161,042 +1,000 +0.6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.52M 141,683 +2,566 +2%
IAG
16
Investment Advisory Group
Massachusetts
$6.49M 140,861 +4,795 +4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.09M 132,219 +109 +0.1%
AAS
18
Ameritas Advisory Services
Nebraska
$5.9M 128,093 +19,775 +18%
LPAM
19
Lodestar Private Asset Management
California
$5.62M 122,171 +10,917 +10%
RFM
20
Royal Fund Management
Florida
$4.91M 106,655 +2,511 +2%
AWM
21
AE Wealth Management
Kansas
$4.79M 104,045 +85,199 +452%
FFN
22
Focus Financial Network
Minnesota
$4.48M 97,221 -29,106 -23%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.3M 93,421 +12,509 +15%
CWA
24
Consilium Wealth Advisory
Texas
$4.28M 92,966 +8,751 +10%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$4.2M 91,624 -23,600 -20%
1
2 3 4 5