iShares Core Moderate Allocation ETF
263 hedge funds and large institutions have $541M invested in iShares Core Moderate Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 23 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
8% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 98
0% less capital invested
Capital invested by funds: $542M → $541M (-$1.11M)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
1.66% less ownership
Funds ownership: 35.29% → 33.63% (-1.7%)
2% less funds holding
Funds holding: 268 → 263 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Hanover Advisors
Seneca,
South Carolina
|
+$5.57M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.46M |
| 3 |
EA
Enclave Advisors
Austin,
Texas
|
+$2.23M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.78M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
-$12.3M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$5.75M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.61M |
| 4 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$2.94M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.29M |
AOM Hedge Fund Activity: Q3 2025 in Review
263 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2025, worth a combined $541M — down 0.21% from $542M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of AOM and 21 opened new positions — a net loss of 2 holders — while 98 trimmed existing stakes and 106 added.
The largest buyer was Hanover Advisors, adding an estimated $5.57M. The largest seller was Kavar Capital Partners Group, exiting entirely with an estimated $12.3M sold.
- 263 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2025, down from 268 in Q2 2025.
- Funds reported $541M of iShares Core Moderate Allocation ETF stock for Q3 2025, down 0.21% quarter-over-quarter.
- 21 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2025 and 23 closed out, a net change of -2 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q3 2025 was Hanover Advisors, an estimated $5.57M added.
- The largest iShares Core Moderate Allocation ETF seller in Q3 2025 was Kavar Capital Partners Group, an estimated $12.3M sold.
Based on aggregated 13F filings for Q3 2025.