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iShares Core Moderate Allocation ETF
AOM

260 hedge funds and large institutions have $589M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 18

67% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 72

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

23% more capital invested

Capital invested by funds: $478M → $589M (+$111M)

11% more funds holding

Funds holding: 235 → 260 (+25)

5.23% more ownership

Funds ownership: 33.52% → 38.74% (+5.2%)

Holders
260
Holders Change
+25
Holders Change %
+10.64%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
48
Increased
120
Reduced
72
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$33M
2
Wells Fargo
Wells Fargo
California
+$32.7M
3
AT
American Trust
Kentucky
+$7.36M
4
Ameriprise
Ameriprise
Minnesota
+$6.5M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.08M

Top Sellers

1
KCPG
Kavar Capital Partners Group
Kansas
-$12.1M
2
Jane Street
Jane Street
New York
-$1.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
4
BCM
Brookstone Capital Management
Illinois
-$696K
5
JP Morgan Chase
JP Morgan Chase
New York
-$686K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
26
Lodestar Private Asset Management
California
$4.14M +$486K +10,947 +13%
Truist Financial
27
Truist Financial
North Carolina
$4.13M -$93.3K -2,103 -2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$4.08M -$41.9K -944 -1%
BCM
29
Brookstone Capital Management
Illinois
$4.04M -$696K -15,689 -14%
FAIM
30
Financial Advocates Investment Management
Washington
$3.57M +$940K +21,199 +35%
WA
31
Waverly Advisors
Alabama
$3.18M +$144K +3,246 +5%
AG
32
AlTi Global
New York
$3.09M -$420K -9,477 -12%
MA
33
Mutual Advisors
Nebraska
$3.07M -$22.2K -501 -0.7%
OBWG
34
Onyx Bridge Wealth Group
New York
$2.96M +$97.4K +2,196 +3%
UBS Group
35
UBS Group
Switzerland
$2.61M +$29.3K +661 +1%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$2.53M +$703K +15,842 +37%
AWM
37
Axxcess Wealth Management
California
$2.42M +$2.14M +48,338 +648%
TFG
38
Taylor Financial Group
Virginia
$2.37M +$142K +3,205 +6%
SAF
39
Smith Anglin Financial
Texas
$2.22M +$12.5K +282 +0.6%
EIG
40
Ellenbecker Investment Group
Wisconsin
$2.14M +$430K +9,685 +24%
FEG
41
Financial Enhancement Group
Indiana
$2.09M +$1.23M +27,738 +133%
LF
42
LifePlan Financial
Minnesota
$2.07M +$476K +10,736 +29%
MWM
43
Manske Wealth Management
Texas
$2M +$2.04M +46,012 New
BFA
44
Beacon Financial Advisory
Ohio
$1.97M -$1.69K -38 -0.1%
PAMG
45
Patton Albertson Miller Group
Tennessee
$1.86M +$39.9K +900 +2%
ACP
46
Aveo Capital Partners
Colorado
$1.84M +$47.1K +1,062 +3%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$1.82M +$16.3K +367 +0.9%
TCMP
48
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.74M -$671K -15,138 -27%
OCM
49
One Capital Management
California
$1.72M -$8.61K -194 -0.5%
KAS
50
Kestra Advisory Services
Texas
$1.66M +$1.42K +32 +0.1%
1
2
3 4 5

AOM Hedge Fund Activity: Q4 2024 in Review

260 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2024, worth a combined $589M — up 23% from $478M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AOM positions and 18 closed out — a net gain of 30 holders — while 120 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33M. The largest seller was Kavar Capital Partners Group, exiting entirely with an estimated $12.1M sold.

  • 260 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2024, up from 235 in Q3 2024.
  • Funds reported $589M of iShares Core Moderate Allocation ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 48 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2024 and 18 closed out, a net change of +30 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q4 2024 was Morgan Stanley, an estimated $33M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q4 2024 was Kavar Capital Partners Group, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2024.