We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF
AOM

263 hedge funds and large institutions have $541M invested in iShares Core Moderate Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

8% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 98

0% less capital invested

Capital invested by funds: $542M → $541M (-$1.11M)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

1.66% less ownership

Funds ownership: 35.29% → 33.63% (-1.7%)

2% less funds holding

Funds holding: 268 → 263 (-5)

Holders
263
Holders Change
-5
Holders Change %
-1.87%
% of All Funds
3.45%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
21
Increased
106
Reduced
98
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
Hanover Advisors
South Carolina
+$5.57M
2
LPL Financial
LPL Financial
California
+$4.46M
3
EA
Enclave Advisors
Texas
+$2.23M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.78M
5
Bank of America
Bank of America
North Carolina
+$1.54M

Top Sellers

1
KCPG
Kavar Capital Partners Group
Kansas
-$12.3M
2
AAS
Ameritas Advisory Services
Nebraska
-$5.75M
3
AWM
AE Wealth Management
Kansas
-$3.61M
4
RFM
Royal Fund Management
Florida
-$2.94M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$3.82M +$139K +2,995 +4%
WA
27
Waverly Advisors
Alabama
$3.73M +$55.1K +1,185 +2%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$3.72M -$166K -3,581 -4%
OBWG
29
Onyx Bridge Wealth Group
New York
$3.68M +$62.4K +1,342 +2%
TFG
30
Taylor Financial Group
Virginia
$3.58M +$319K +6,860 +10%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.48M -$942K -20,273 -22%
BCM
32
Brookstone Capital Management
Illinois
$3.43M -$103K -2,221 -3%
MA
33
Mutual Advisors
Nebraska
$3.26M -$48.9K -1,053 -2%
EIG
34
Ellenbecker Investment Group
Wisconsin
$2.69M +$302K +6,492 +13%
PAG
35
Private Advisor Group
New Jersey
$2.51M +$315K +6,788 +15%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$2.49M -$290K -6,240 -11%
EA
37
Enclave Advisors
Texas
$2.28M +$2.23M +47,971 New
KAS
38
Kestra Advisory Services
Texas
$2.21M +$147K +3,161 +7%
PAMG
39
Patton Albertson Miller Group
Tennessee
$2.17M -$20.8K -448 -1%
AL
40
Aspiriant LLC
California
$2.15M +$299K +6,431 +17%
JP Morgan Chase
41
JP Morgan Chase
New York
$2.09M -$75.5K -1,625 -4%
BFA
42
Beacon Financial Advisory
Ohio
$2.07M +$6.32K +136 +0.3%
RFM
43
Royal Fund Management
Florida
$2.06M -$2.94M -63,363 -59%
MWM
44
Manske Wealth Management
Texas
$2.03M -$138K -2,961 -6%
UBS Group
45
UBS Group
Switzerland
$1.71M +$2.14K +46 +0.1%
JSA
46
Jim Saulnier & Associates
Colorado
$1.6M +$276K +5,936 +21%
LF
47
LifePlan Financial
Minnesota
$1.56M -$225K -4,852 -13%
MAM
48
Milestone Asset Management
Pennsylvania
$1.55M -$65.2K -1,404 -4%
Stifel Financial
49
Stifel Financial
Missouri
$1.53M +$702K +15,109 +88%
PCG
50
Prosperity Consulting Group
Maryland
$1.34M -$30.3K -652 -2%
1
2
3 4 5

AOM Hedge Fund Activity: Q3 2025 in Review

263 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2025, worth a combined $541M — down 0.21% from $542M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AOM and 21 opened new positions — a net loss of 2 holders — while 98 trimmed existing stakes and 106 added.

The largest buyer was Hanover Advisors, adding an estimated $5.57M. The largest seller was Kavar Capital Partners Group, exiting entirely with an estimated $12.3M sold.

  • 263 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2025, down from 268 in Q2 2025.
  • Funds reported $541M of iShares Core Moderate Allocation ETF stock for Q3 2025, down 0.21% quarter-over-quarter.
  • 21 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2025 and 23 closed out, a net change of -2 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q3 2025 was Hanover Advisors, an estimated $5.57M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q3 2025 was Kavar Capital Partners Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2025.