iShares Core Moderate Allocation ETF
260 hedge funds and large institutions have $589M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 72 reducing their positions, and 18 closing their positions.
167% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 18
67% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 72
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
23% more capital invested
Capital invested by funds: $478M → $589M (+$111M)
11% more funds holding
Funds holding: 235 → 260 (+25)
5.23% more ownership
Funds ownership: 33.52% → 38.74% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$32.7M |
| 3 |
AT
American Trust
Lexington,
Kentucky
|
+$7.36M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.5M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
-$12.1M |
| 2 |
Jane Street
New York
|
-$1.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$696K |
| 5 |
JP Morgan Chase
New York
|
-$686K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APC
276
Aspire Private Capital
Cornelius,
North Carolina
| – | -$56.2K | -1,246 | Closed |
|
277
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$23.3K | -516 | Closed |
|
|
MIM
278
Macroview Investment Management
Bethesda,
Maryland
| – | -$19.3K | -427 | Closed |
|
|
NS
279
NBC Securities
Birmingham,
Alabama
| – | -$9K | -200 | Closed |
|
|
CT
280
Caldwell Trust
Venice,
Florida
| – | -$6.95K | -154 | Closed |
|
|
RWM
281
Reston Wealth Management
Reston,
Virginia
| – | -$5.27K | -117 | Closed |
|
AOM Hedge Fund Activity: Q4 2024 in Review
260 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2024, worth a combined $589M — up 23% from $478M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new AOM positions and 18 closed out — a net gain of 30 holders — while 120 added to existing stakes and 72 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33M. The largest seller was Kavar Capital Partners Group, exiting entirely with an estimated $12.1M sold.
- 260 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2024, up from 235 in Q3 2024.
- Funds reported $589M of iShares Core Moderate Allocation ETF stock for Q4 2024, up 23% quarter-over-quarter.
- 48 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2024 and 18 closed out, a net change of +30 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2024 was Morgan Stanley, an estimated $33M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2024 was Kavar Capital Partners Group, an estimated $12.1M sold.
Based on aggregated 13F filings for Q4 2024.