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iShares Core Moderate Allocation ETF
AOM

259 hedge funds and large institutions have $492M invested in iShares Core Moderate Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

0% less funds holding

Funds holding: 260 → 259 (-1)

4.78% less ownership

Funds ownership: 38.74% → 33.96% (-4.8%)

17% less capital invested

Capital invested by funds: $589M → $492M (-$97.7M)

34% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 108

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
259
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
71
Reduced
108
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.16M
2
FIA
Foundations Investment Advisors
Arizona
+$3.08M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.67M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$2.09M
5
LPL Financial
LPL Financial
California
+$2M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$31.5M
2
Raymond James Financial
Raymond James Financial
Florida
-$28.4M
3
Morgan Stanley
Morgan Stanley
New York
-$23.4M
4
AT
American Trust
Kentucky
-$7.21M
5
Ameriprise
Ameriprise
Minnesota
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$3.58M -$495K -11,253 -12%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.55M +$1.72M +39,058 +93%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$3.55M +$2.09M +47,544 +143%
OBWG
29
Onyx Bridge Wealth Group
New York
$3.36M +$368K +8,362 +12%
WA
30
Waverly Advisors
Alabama
$3.29M +$77.6K +1,763 +2%
SSA
31
SSA Swiss Advisors
$3.11M +$3.12M +70,902 New
MA
32
Mutual Advisors
Nebraska
$3.02M -$64.7K -1,470 -2%
OCM
33
One Capital Management
California
$2.82M +$1.08M +24,492 +62%
TFG
34
Taylor Financial Group
Virginia
$2.65M +$258K +5,860 +11%
TPWA
35
TRUE Private Wealth Advisors
Oregon
$2.64M +$82.6K +1,876 +3%
UBS Group
36
UBS Group
Switzerland
$2.53M -$101K -2,285 -4%
SAF
37
Smith Anglin Financial
Texas
$2.29M +$47.3K +1,075 +2%
EIG
38
Ellenbecker Investment Group
Wisconsin
$2.17M +$6.21K +141 +0.3%
MWM
39
Manske Wealth Management
Texas
$2.07M +$50.9K +1,157 +3%
BFA
40
Beacon Financial Advisory
Ohio
$1.94M -$49.2K -1,117 -2%
PAMG
41
Patton Albertson Miller Group
Tennessee
$1.9M +$27.4K +623 +1%
OAM
42
Oppenheimer Asset Management
New York
$1.78M +$831K +18,884 +87%
KAS
43
Kestra Advisory Services
Texas
$1.74M +$67.5K +1,533 +4%
LF
44
LifePlan Financial
Minnesota
$1.67M -$422K -9,591 -20%
GM
45
GeoWealth Management
Illinois
$1.51M +$52.4K +1,191 +4%
MAM
46
Milestone Asset Management
Pennsylvania
$1.5M +$621K +14,118 +70%
BWP
47
BlueStem Wealth Partners
Minnesota
$1.38M -$154K -3,493 -10%
AG
48
AlTi Global
New York
$1.32M -$1.8M -40,950 -58%
AL
49
Aspiriant LLC
California
$1.3M – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.29M +$820K +18,638 +173%
1
2
3 4 5

AOM Hedge Fund Activity: Q1 2025 in Review

259 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2025, worth a combined $492M — down 17% from $589M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AOM positions and 31 closed out — a net gain of 5 holders — while 71 added to existing stakes and 108 trimmed.

The largest buyer was BlackRock, adding an estimated $7.16M. The largest seller was Wells Fargo, cutting an estimated $31.5M.

  • 259 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2025, down from 260 in Q4 2024.
  • Funds reported $492M of iShares Core Moderate Allocation ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 36 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2025 and 31 closed out, a net change of +5 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q1 2025 was BlackRock, an estimated $7.16M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q1 2025 was Wells Fargo, an estimated $31.5M sold.

Based on aggregated 13F filings for Q1 2025.