We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF
AOM

238 hedge funds and large institutions have $445M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

2% more funds holding

Funds holding: 234 → 238 (+4)

1.45% more ownership

Funds ownership: 30.73% → 32.17% (+1.4%)

4% more capital invested

Capital invested by funds: $427M → $445M (+$18.6M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

10% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 97

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
87
Reduced
97
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
Foundations Investment Advisors
Arizona
+$11.6M
2
HIP
HUB Investment Partners
Texas
+$9.22M
3
E3F
Eight 31 Financial
Texas
+$4.13M
4
BlackRock
BlackRock
New York
+$2.71M
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$2.53M

Top Sellers

1
WANY
Wealthspire Advisors (New York)
New York
-$5.43M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.81M
3
RL
Retireful LLC
Michigan
-$3.31M
4
Wells Fargo
Wells Fargo
California
-$2.44M
5
FFN
Focus Financial Network
Minnesota
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.51M -$80.7K -1,905 -2%
UBS Group
27
UBS Group
Switzerland
$3.11M -$478K -11,286 -13%
WA
28
Waverly Advisors
Alabama
$3.01M -$1.54M -36,297 -34%
MA
29
Mutual Advisors
Nebraska
$2.97M -$20K -472 -0.7%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$2.94M +$1.44M +34,000 +100%
AAS
31
Ameritas Advisory Services
Nebraska
$2.91M -$582K -13,733 -17%
OBWG
32
Onyx Bridge Wealth Group
New York
$2.84M +$234K +5,522 +9%
FAIM
33
Financial Advocates Investment Management
Washington
$2.62M +$43.6K +1,030 +2%
FEG
34
Financial Enhancement Group
Indiana
$2.6M +$1.51M +35,570 +146%
TCMP
35
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.57M +$2.53M +59,752 New
SAF
36
Smith Anglin Financial
Texas
$2.19M +$5.51K +130 +0.3%
TFG
37
Taylor Financial Group
Virginia
$2.03M +$179K +4,231 +10%
BFA
38
Beacon Financial Advisory
Ohio
$1.95M -$200K -4,717 -9%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.89M -$247K -5,825 -12%
SL
40
Sentinus LLC
Illinois
$1.82M -$290K -6,842 -14%
TPWA
41
TRUE Private Wealth Advisors
Oregon
$1.79M +$67.2K +1,587 +4%
PAMG
42
Patton Albertson Miller Group
Tennessee
$1.73M +$34.9K +824 +2%
OCM
43
One Capital Management
California
$1.69M -$6.65K -157 -0.4%
ACP
44
Aveo Capital Partners
Colorado
$1.69M -$10.1K -238 -0.6%
KAS
45
Kestra Advisory Services
Texas
$1.68M +$186K +4,383 +11%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.66M +$1.35M +31,981 +492%
LF
47
LifePlan Financial
Minnesota
$1.63M +$237K +5,602 +17%
EIG
48
Ellenbecker Investment Group
Wisconsin
$1.63M +$450K +10,621 +39%
RJA
49
Raymond James & Associates
Florida
$1.5M +$126K +2,982 +9%
AL
50
Aspiriant LLC
California
$1.34M -$1.14M -26,999 -46%
1
2
3 4 5

AOM Hedge Fund Activity: Q2 2024 in Review

238 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2024, worth a combined $445M — up 4.4% from $427M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AOM positions and 25 closed out — a net gain of 7 holders — while 87 added to existing stakes and 97 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $11.6M. The largest seller was Wealthspire Advisors (New York), exiting entirely with an estimated $5.43M sold.

  • 238 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2024, up from 234 in Q1 2024.
  • Funds reported $445M of iShares Core Moderate Allocation ETF stock for Q2 2024, up 4.4% quarter-over-quarter.
  • 32 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2024 and 25 closed out, a net change of +7 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q2 2024 was Foundations Investment Advisors, an estimated $11.6M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q2 2024 was Wealthspire Advisors (New York), an estimated $5.43M sold.

Based on aggregated 13F filings for Q2 2024.