iShares Core Moderate Allocation ETF
235 hedge funds and large institutions have $478M invested in iShares Core Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 22 closing their positions.
7% more capital invested
Capital invested by funds: $445M → $478M (+$32.6M)
1.34% more ownership
Funds ownership: 32.17% → 33.52% (+1.3%)
3% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 94
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 238 → 235 (-3)
14% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
+$11.8M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$4.12M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$2.96M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.66M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.96M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$2.94M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$1.71M |
| 4 |
AG
AlTi Global
New York
|
-$1.51M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$916K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTI
251
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$15.6K | -363 | Closed |
|
|
TCM
252
TruNorth Capital Management
Kalamazoo,
Michigan
| – | -$7.74K | -180 | Closed |
|
|
UWS
253
Unique Wealth Strategies
Burr Ridge,
Illinois
| – | -$7.19K | -168 | Closed |
|
|
TWP
254
Triad Wealth Partners
Lawrence,
Kansas
| – | -$4.82K | -112 | Closed |
|
|
WA
255
WestEnd Advisors
Charlotte,
North Carolina
| – | -$3.89K | -90 | Closed |
|
|
FCAS
256
First Command Advisory Services
Fort Worth,
Texas
| – | -$430 | -10 | Closed |
|
257
BNP Paribas Financial Markets
Paris,
France
| – | -$172 | -4 | Closed |
|
|
SC
258
Swan Capital
Pensacola,
Florida
| – | -$129 | -3 | Closed |
|
|
TRCT
259
Tower Research Capital (TRC)
New York
| – | -$129 | -3 | Closed |
|
AOM Hedge Fund Activity: Q3 2024 in Review
235 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2024, worth a combined $478M — up 7.3% from $445M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of AOM and 19 opened new positions — a net loss of 3 holders — while 94 trimmed existing stakes and 97 added.
The largest buyer was Kavar Capital Partners Group, opening a new position worth an estimated $11.8M. The largest seller was Jane Street, cutting an estimated $4.96M.
- 235 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2024, down from 238 in Q2 2024.
- Funds reported $478M of iShares Core Moderate Allocation ETF stock for Q3 2024, up 7.3% quarter-over-quarter.
- 19 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2024 and 22 closed out, a net change of -3 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q3 2024 was Kavar Capital Partners Group, an estimated $11.8M added.
- The largest iShares Core Moderate Allocation ETF seller in Q3 2024 was Jane Street, an estimated $4.96M sold.
Based on aggregated 13F filings for Q3 2024.