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iShares Core Moderate Allocation ETF
AOM

235 hedge funds and large institutions have $478M invested in iShares Core Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $445M → $478M (+$32.6M)

1.34% more ownership

Funds ownership: 32.17% → 33.52% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 94

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 238 → 235 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
97
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCPG
Kavar Capital Partners Group
Kansas
+$11.8M
2
IAIM
International Assets Investment Management
Florida
+$4.12M
3
FFN
Focus Financial Network
Minnesota
+$2.96M
4
Wells Fargo
Wells Fargo
California
+$2.66M
5
LPL Financial
LPL Financial
California
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.96M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.94M
3
FEG
Financial Enhancement Group
Indiana
-$1.71M
4
AG
AlTi Global
New York
-$1.51M
5
Bank of America
Bank of America
North Carolina
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
AlTi Global
New York
$3.64M -$1.51M -34,527 -30%
WA
27
Waverly Advisors
Alabama
$3.16M +$3.95K +90 +0.1%
MA
28
Mutual Advisors
Nebraska
$3.14M +$106K +2,426 +4%
AAS
29
Ameritas Advisory Services
Nebraska
$3.02M -$26.1K -596 -0.9%
OBWG
30
Onyx Bridge Wealth Group
New York
$2.97M -$3.64K -83 -0.1%
FAIM
31
Financial Advocates Investment Management
Washington
$2.76M -$614 -14 -0%
UBS Group
32
UBS Group
Switzerland
$2.68M -$571K -13,032 -18%
TCMP
33
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.49M -$198K -4,510 -8%
TFG
34
Taylor Financial Group
Virginia
$2.31M +$173K +3,948 +8%
SAF
35
Smith Anglin Financial
Texas
$2.29M -$3.25K -74 -0.1%
BFA
36
Beacon Financial Advisory
Ohio
$2.04M +$3.55K +81 +0.2%
TPWA
37
TRUE Private Wealth Advisors
Oregon
$1.92M +$38.6K +881 +2%
PAMG
38
Patton Albertson Miller Group
Tennessee
$1.89M +$74.2K +1,693 +4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.87M +$744K +16,968 +69%
ACP
40
Aveo Capital Partners
Colorado
$1.87M +$93.4K +2,129 +5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.86M -$120K -2,744 -6%
RJA
42
Raymond James & Associates
Florida
$1.85M +$270K +6,147 +18%
OCM
43
One Capital Management
California
$1.8M +$22.2K +506 +1%
EIG
44
Ellenbecker Investment Group
Wisconsin
$1.78M +$70.4K +1,606 +4%
KAS
45
Kestra Advisory Services
Texas
$1.72M -$198K -4,524 -11%
LF
46
LifePlan Financial
Minnesota
$1.66M -$49.9K -1,138 -3%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.62M +$1.58M +35,995 New
JP Morgan Chase
48
JP Morgan Chase
New York
$1.51M -$219K -4,997 -13%
AL
49
Aspiriant LLC
California
$1.4M – – –
Jane Street
50
Jane Street
New York
$1.4M -$4.96M -113,026 -79%
1
2
3 4 5

AOM Hedge Fund Activity: Q3 2024 in Review

235 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2024, worth a combined $478M — up 7.3% from $445M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AOM and 19 opened new positions — a net loss of 3 holders — while 94 trimmed existing stakes and 97 added.

The largest buyer was Kavar Capital Partners Group, opening a new position worth an estimated $11.8M. The largest seller was Jane Street, cutting an estimated $4.96M.

  • 235 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2024, down from 238 in Q2 2024.
  • Funds reported $478M of iShares Core Moderate Allocation ETF stock for Q3 2024, up 7.3% quarter-over-quarter.
  • 19 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2024 and 22 closed out, a net change of -3 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q3 2024 was Kavar Capital Partners Group, an estimated $11.8M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q3 2024 was Jane Street, an estimated $4.96M sold.

Based on aggregated 13F filings for Q3 2024.