AOM icon

iShares Core Moderate Allocation ETF
AOM

Overview Fund Activity

127 hedge funds and large institutions have $256M invested in iShares Core Moderate Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
50
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.8M
2
Jane Street
2
Jane Street
New York
$2.6M
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.9M
4
TA
4
Tiedemann Advisors
New York
$73.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.74M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.2M
2
HB
2
Homrich & Berg
Georgia
$1.68M
3
CA
3
Cetera Advisors
Colorado
$759K
4
Ameriprise
4
Ameriprise
Minnesota
$4.41M
5
Bank of America
5
Bank of America
North Carolina
$8.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$1.9M 71,324 +71,324 New
WA
27
Waverly Advisors
Alabama
$1.89M 50,225 +3,247 +7%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.74M 46,443 +46,443 New
HB
29
Homrich & Berg
Georgia
$1.68M 44,770 -46,620 -51%
MHS
30
M Holdings Securities
Oregon
$1.56M 41,636 -21 -0.1%
PA
31
PFG Advisors
Arizona
$1.45M 38,753 +3,584 +10%
PAMG
32
Patton Albertson Miller Group
Tennessee
$1.21M 32,267 -2,568 -7%
VF
33
Virtu Financial
New York
$1.18M 31,347 +31,347 New
MSA
34
Marino Stram & Associates
Massachusetts
$1.13M 30,156 -2,398 -7%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$1.11M 29,630 – –
UBS Group
36
UBS Group
Switzerland
$1.04M 27,653 -1,025 -4%
NWM
37
Northwest Wealth Management
Iowa
$939K 25,012 -171 -0.7%
SFG
38
StrategIQ Financial Group
Indiana
$930K 24,792 +3,086 +14%
SPC
39
Sigma Planning Corp
Michigan
$929K 24,751 +24,751 New
AFP
40
Ausdal Financial Partners
Iowa
$907K 24,172 -50 -0.2%
RJA
41
Raymond James & Associates
Florida
$871K 23,210 +8,474 +58%
ACP
42
Aveo Capital Partners
Colorado
$837K 22,308 +1,243 +6%
EA
43
Efficient Advisors
Ohio
$834K 22,228 +210 +1%
BC
44
Brinker Capital
Pennsylvania
$824K 21,966 +21,966 New
EK
45
Evensky & Katz
Florida
$805K 21,458 +20,347 +1,831%
CA
46
Cetera Advisors
Colorado
$759K 20,185 -31,734 -61%
MML Investors Services
47
MML Investors Services
Massachusetts
$749K 19,957 +764 +4%
CF
48
Centaurus Financial
California
$678K 18,056 +14,457 +402%
SPIA
49
Steward Partners Investment Advisory
New York
$672K 17,900 – –
VFP
50
Verus Financial Partners
Virginia
$663K 17,655 +3,540 +25%
1
2
3 4 5