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iShares Core Moderate Allocation ETF
AOM

Overview Fund Activity

248 hedge funds and large institutions have $686M invested in iShares Core Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 21 closing their positions.

Holders
248
Holders Change
+27
Holders Change %
+12.22%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
53
Increased
85
Reduced
86
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$48.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.3M
3
AT
3
Arden Trust
Delaware
$48.4M
4
RJA
4
Raymond James & Associates
Florida
$43.3M
5
Wells Fargo
5
Wells Fargo
California
$22.1M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$49.7M
2
AAS
2
Ameritas Advisory Services
Nebraska
$7.84M
3
SPIA
3
Steward Partners Investment Advisory
New York
$281K
4
LPL Financial
4
LPL Financial
California
$30.4M
5
WCG
5
Weaver Consulting Group
California
$6.43M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$4.46M 114,479 +3,514 +3%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.43M 116,549 +94,757 +435%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.4M 115,824 -8,424 -7%
FFBTD
29
First Financial Bank - Trust Division
Ohio
$4.19M 110,223 +110,223 New
IAG
30
Investment Advisory Group
Massachusetts
$4.12M 108,344 -637 -0.6%
LPAM
31
Lodestar Private Asset Management
California
$3.38M 88,967 +88,967 New
RFM
32
Royal Fund Management
Florida
$2.88M 75,855 -783 -1%
PA
33
Paragon Advisors
Texas
$2.65M 69,676 +57,093 +454%
MA
34
Mutual Advisors
Nebraska
$2.59M 68,104 +7,228 +12%
FFN
35
Focus Financial Network
Minnesota
$2.59M 68,093 -20,266 -23%
MOS
36
MGO One Seven
Ohio
$2.54M 66,884 +66,884 New
AL
37
Aspiriant LLC
California
$2.46M 64,702 -18,369 -22%
BFA
38
Beacon Financial Advisory
Ohio
$2.39M 62,838 -19,478 -24%
CCM
39
Coldstream Capital Management
Washington
$2.39M 62,754 +62,754 New
OAM
40
Oppenheimer Asset Management
New York
$2.35M 61,766 +28,658 +87%
UBS Group
41
UBS Group
Switzerland
$2.2M 57,928 +25,763 +80%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.1M 55,253 +10,411 +23%
SAF
43
Smith Anglin Financial
Texas
$2.08M 54,611 +54,611 New
AAS
44
Annex Advisory Services
Wisconsin
$2M 52,670 +2,588 +5%
CA
45
Cetera Advisors
Colorado
$1.99M 52,362 +37,023 +241%
WA
46
Waverly Advisors
Alabama
$1.93M 50,897 -1,607 -3%
CAN
47
Cetera Advisor Networks
California
$1.92M 50,499 +14,054 +39%
OCM
48
One Capital Management
California
$1.7M 44,613 +34,844 +357%
VAS
49
Vestmark Advisory Solutions
Massachusetts
$1.66M 43,631 +43,631 New
Stifel Financial
50
Stifel Financial
Missouri
$1.61M 42,288 +27,330 +183%
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