AOM icon

iShares Core Moderate Allocation ETF
AOM

Overview Fund Activity

228 hedge funds and large institutions have $453M invested in iShares Core Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-23
Holders Change %
-9.16%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
80
Reduced
91
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.14M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.14M
3
AT
Arden Trust
Delaware
+$3.06M
4
CCM
Coldstream Capital Management
Washington
+$2.84M
5
Franklin Resources
Franklin Resources
California
+$2.44M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$40.2M
2
BCI
Brinker Capital Investments
Pennsylvania
-$16.9M
3
SFP
Sweet Financial Partners
Minnesota
-$5.64M
4
FA
FDx Advisors
Illinois
-$5.57M
5
AL
Aspiriant LLC
California
-$4.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
226
Key Financial Inc
Pennsylvania
$1K – – –
SAM
227
Strategic Asset Management
Minnesota
$1K +$107 +3 +12%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$247 -$7 -190 -3%
SFP
229
Sweet Financial Partners
Minnesota
– -$5.64M -131,235 Closed
FA
230
FDx Advisors
Illinois
– -$5.57M -129,512 Closed
WA
231
Win Advisors
Florida
– -$2.97M -68,996 Closed
GM
232
GeoWealth Management
Illinois
– -$1.75M -40,731 Closed
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
– -$1.73M -40,193 Closed
SWRP
234
Summit Wealth & Retirement Planning
California
– -$1.54M -35,828 Closed
OAM
235
Oppenheimer Asset Management
New York
– -$1.36M -31,591 Closed
RWA
236
Redhawk Wealth Advisors
Minnesota
– -$645K -15,010 Closed
GWAG
237
Garrett Wealth Advisory Group
Texas
– -$498K -11,600 Closed
CWM
238
Cahaba Wealth Management
Georgia
– -$431K -10,655 Closed
LAS
239
Lloyd Advisory Services
Georgia
– -$425K -9,901 Closed
AA
240
Advisory Alpha
Michigan
– -$420K -9,781 Closed
UCFA
241
United Capital Financial Advisors
Texas
– -$350K -8,134 Closed
CIA
242
Compass Ion Advisors
Pennsylvania
– -$318K -7,389 Closed
ATPW
243
Ashton Thomas Private Wealth
Arizona
– -$295K -6,855 Closed
CWA
244
Consilium Wealth Advisory
Texas
– -$286K -6,651 Closed
BNP Paribas Financial Markets
245
BNP Paribas Financial Markets
France
– -$261K -6,069 Closed
WAP
246
Wealthcare Advisory Partners
Pennsylvania
– -$253K -5,880 Closed
RSWM
247
Robertson Stephens Wealth Management
California
– -$247K -5,750 Closed
SOS
248
Silver Oak Securities
Tennessee
– -$231K -5,489 Closed
W
249
Wealthquest
Ohio
– -$248K -5,455 Closed
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
– -$228K -5,300 Closed
7 8 9
10
11