AOM icon

iShares Core Moderate Allocation ETF
AOM

Overview Fund Activity

175 hedge funds and large institutions have $397M invested in iShares Core Moderate Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-16
Holders Change %
-8.38%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
14
Increased
57
Reduced
71
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$37M
2
FIG
2
FundX Investment Group
California
$6.59M
3
BlackRock
3
BlackRock
New York
$67.9M
4
RJA
4
Raymond James & Associates
Florida
$5.15M
5
UBS Group
5
UBS Group
Switzerland
$5.05M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$1.93M
2
TA
2
Tiedemann Advisors
New York
$59.8M
3
Bank of America
3
Bank of America
North Carolina
$22.5M
4
MAS
4
Madden Advisory Services
Florida
$0
5
JAWM
5
J. Arnold Wealth Management
Ohio
$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.52M -$392K -10,662 -13%
Ameriprise
27
Ameriprise
Minnesota
$2.51M -$855K -23,267 -25%
RCA
28
Rowland Carmichael Advisors
Arizona
$2.03M +$75.6K +2,057 +4%
CIA
29
Compass Ion Advisors
Pennsylvania
$1.93M -$44.8M -1,218,769 -96%
CAN
30
Cetera Advisor Networks
California
$1.75M +$599K +16,306 +52%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.64M -$984K -26,769 -37%
NG
32
Northstar Group
New York
$1.53M -$43.4K -1,197 -3%
BFA
33
Beacon Financial Advisory
Ohio
$1.43M +$55.1K +1,500 +4%
AWM
34
AE Wealth Management
Kansas
$1.41M -$1.75M -47,666 -55%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.39M +$633K +17,225 +84%
MFS
36
Madrona Financial Services
Washington
$1.37M -$55.1K -1,500 -4%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$1.33M -$37.9K -1,031 -3%
ACP
38
Aveo Capital Partners
Colorado
$1.31M +$62.6K +1,704 +5%
AAS
39
Annex Advisory Services
Wisconsin
$1.29M -$1.06M -28,870 -45%
TCBWMS
40
Texas Capital Bank Wealth Management Services
Texas
$1.19M – – –
WA
41
Waverly Advisors
Alabama
$1.19M +$2.57K +70 +0.2%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.19M +$225K +6,122 +23%
MHS
43
M Holdings Securities
Oregon
$1.17M -$47.3K -1,286 -4%
SFG
44
StrategIQ Financial Group
Indiana
$1.08M +$16.1K +438 +2%
VFP
45
Verus Financial Partners
Virginia
$988K -$30.3K -825 -3%
RBFC
46
Roman Butler Fullerton & Co
Missouri
$919K +$16.2K +440 +2%
DAS
47
Dynamic Advisor Solutions
Arizona
$903K -$43.1K -1,173 -5%
PAG
48
Private Advisor Group
New Jersey
$834K -$508K -13,844 -38%
MSA
49
Marino Stram & Associates
Massachusetts
$795K -$137K -3,724 -15%
EK
50
Evensky & Katz
Florida
$777K +$736K +21,000 +1,815%
1
2
3 4 5