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iShares Core Moderate Allocation ETF
AOM

232 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 72

2% less capital invested

Capital invested by funds: $572M → $562M (-$9.73M)

2% less funds holding

Funds holding: 237 → 232 (-5)

4.98% less ownership

Funds ownership: 36.42% → 31.45% (-5%)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
232
Holders Change
-5
Holders Change %
-2.11%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
18
Increased
102
Reduced
72
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$49.4M
2
AIC
Ameritas Investment Company
Nebraska
+$7.56M
3
LPL Financial
LPL Financial
California
+$2.8M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.59M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
WFS
Weitzel Financial Services
Iowa
-$88.1M
2
AWA
ARQ Wealth Advisors
Arizona
-$5.8M
3
SWRP
Summit Wealth & Retirement Planning
California
-$4.84M
4
RWM
Reston Wealth Management
Virginia
-$4.31M
5
BPA
Beacon Pointe Advisors
California
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.94M -$579K -12,759 -13%
FFN
27
Focus Financial Network
Minnesota
$3.92M +$284K +6,263 +8%
RA
28
RiverTree Advisors
Florida
$3.87M -$32.7K -720 -0.8%
Barclays
29
Barclays
United Kingdom
$3.52M -$466K -10,282 -12%
FFC
30
Fure Financial Corporation
Minnesota
$3.32M +$140K +3,092 +4%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.87M -$259K -5,705 -8%
OMC
32
Old Mission Capital
Illinois
$2.77M +$181K +3,980 +7%
RFM
33
Royal Fund Management
Florida
$2.64M +$437K +9,641 +19%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.56M +$2.59M +57,219 New
UBS Group
35
UBS Group
Switzerland
$2.49M +$29.6K +652 +1%
WFS
36
Weitzel Financial Services
Iowa
$2.45M -$88.1M -1,943,250 -97%
MFS
37
Madrona Financial Services
Washington
$2.41M +$122K +2,699 +5%
WA
38
Waverly Advisors
Alabama
$2.22M +$236K +5,210 +12%
RWM
39
Reston Wealth Management
Virginia
$2.19M -$4.31M -95,007 -66%
ACP
40
Aveo Capital Partners
Colorado
$2.16M +$59.2K +1,306 +3%
KAS
41
Kestra Advisory Services
Texas
$2.12M +$40.6K +896 +2%
DAS
42
Dynamic Advisor Solutions
Arizona
$2.06M -$254K -5,595 -11%
AAS
43
Annex Advisory Services
Wisconsin
$1.94M -$138K -3,048 -7%
MA
44
Mutual Advisors
Nebraska
$1.83M +$467K +10,289 +34%
KA
45
Kovack Advisors
Florida
$1.68M -$149K -3,277 -8%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.66M +$61.2K +1,350 +4%
SFG
47
StrategIQ Financial Group
Indiana
$1.5M -$55.6K -1,226 -4%
HI
48
Harbour Investments
Wisconsin
$1.46M +$51.7K +1,139 +4%
SPIA
49
Steward Partners Investment Advisory
New York
$1.35M +$47.1K +1,038 +4%
FHC
50
Fort Henry Capital
West Virginia
$1.3M -$17.2K -380 -1%
1
2
3 4 5

AOM Hedge Fund Activity: Q3 2021 in Review

232 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2021, worth a combined $562M — down 1.7% from $572M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AOM and 18 opened new positions — a net loss of 3 holders — while 72 trimmed existing stakes and 102 added.

The largest buyer was AE Wealth Management, adding an estimated $49.4M. The largest seller was Weitzel Financial Services, cutting an estimated $88.1M.

  • 232 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2021, down from 237 in Q2 2021.
  • Funds reported $562M of iShares Core Moderate Allocation ETF stock for Q3 2021, down 1.7% quarter-over-quarter.
  • 18 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2021 and 21 closed out, a net change of -3 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.4M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $88.1M sold.

Based on aggregated 13F filings for Q3 2021.