AOM icon

iShares Core Moderate Allocation ETF
AOM

Overview Fund Activity

220 hedge funds and large institutions have $529M invested in iShares Core Moderate Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-6
Holders Change %
-2.65%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
31
Increased
95
Reduced
63
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$92.2M
2
AWM
AE Wealth Management
Kansas
$49.5M
3
OMC
Old Mission Capital
Illinois
$3.97M
4
LPL Financial
LPL Financial
California
$32.5M
5
RA
RiverTree Advisors
Florida
$3.84M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$0
2
Truist Financial
Truist Financial
North Carolina
$343K
3
Bank of America
Bank of America
North Carolina
$13.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$598K
5
BCM
Brookstone Capital Management
Illinois
$5.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
226
55I LLC
Massachusetts
– -$732K -16,945 Closed
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
– -$550K -12,736 Closed
CWP
228
Corepath Wealth Partners
Arizona
– -$536K -12,400 Closed
CCFM
229
Clear Creek Financial Management
Washington
– -$406K -9,400 Closed
ATPW
230
Ashton Thomas Private Wealth
Arizona
– -$360K -8,323 Closed
FHA
231
Flagship Harbor Advisors
Massachusetts
– -$311K -7,199 Closed
PAM
232
Peak Asset Management
Colorado
– -$280K -6,489 Closed
BFS
233
Bard Financial Services
Connecticut
– -$268K -6,200 Closed
F
234
F3Logic
Minnesota
– -$266K -6,173 Closed
SAM
235
Synergy Asset Management
Washington
– -$251K -5,814 Closed
ASN
236
Advisory Services Network
Georgia
– -$229K -5,304 Closed
PA
237
PFG Advisors
Arizona
– -$222K -5,135 Closed
TPWA
238
TRUE Private Wealth Advisors
Oregon
– -$157K -3,635 Closed
PWM
239
Perigon Wealth Management
California
– -$74K -1,721 Closed
OIA
240
Optimum Investment Advisors
Illinois
– -$74K -1,716 Closed
FWM
241
FSA Wealth Management
Massachusetts
– -$49K -1,143 Closed
JPMorgan Chase & Co
242
JPMorgan Chase & Co
New York
– -$43K -1,000 Closed
ICP
243
Interchange Capital Partners
Pennsylvania
– -$29K -677 Closed
PWPS
244
Pinnacle Wealth Planning Services
Ohio
– -$23K -526 Closed
CAAS
245
Capital Asset Advisory Services
Michigan
– -$22K -515 Closed
BWM
246
Birchcreek Wealth Management
Ohio
– -$21K -500 Closed
TRCT
247
Tower Research Capital (TRC)
New York
– -$4K -101 Closed
FCH
248
Freestone Capital Holdings
Washington
– -$3.89K -90 Closed
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -78 Closed
GFPC
250
Global Financial Private Client
Florida
– -$2.2K -51 Closed
7 8 9
10
11