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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
HI
51
Harbour Investments
Wisconsin
$1.27M -$5.55K -131 -0.4%
PGF
52
Plan Group Financial
Oklahoma
$1.25M +$173K +4,090 +16%
RFN
53
RDA Financial Network
Iowa
$1.21M -$6.35K -150 -0.5%
IAS
54
Insigneo Advisory Services
Florida
$1.16M +$1.14M +27,000 New
GM
55
GeoWealth Management
Illinois
$1.14M +$28K +662 +3%
CFGS
56
Concourse Financial Group Securities
Alabama
$1.11M +$339K +8,014 +45%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$1.05M +$25.3K +598 +2%
FHC
58
Fort Henry Capital
West Virginia
$1.02M -$35.7K -842 -3%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.02M +$396K +9,340 +65%
NA
60
NewEdge Advisors
Louisiana
$1.02M +$760K +17,954 +311%
FFBTD
61
First Financial Bank - Trust Division
Ohio
$996K -$130K -3,074 -12%
RWM
62
Ritholtz Wealth Management
New York
$979K -$29.3K -692 -3%
AAS
63
Avantax Advisory Services
Texas
$936K -$9.02K -213 -1%
IFG
64
Independent Financial Group
California
$895K -$212K -5,000 -19%
Citadel Advisors
65
Citadel Advisors
Florida
$884K -$68.7K -1,623 -7%
SPC
66
Sigma Planning Corp
Michigan
$862K -$243K -5,741 -22%
MAM
67
Milestone Asset Management
Pennsylvania
$852K +$72K +1,699 +9%
NG
68
Northstar Group
New York
$841K +$169 +4 +0%
Renaissance Technologies
69
Renaissance Technologies
New York
$839K -$152K -3,600 -16%
RWM
70
Reston Wealth Management
Virginia
$817K -$34.8K -821 -4%
SWP
71
Summit Wealth Partners
Florida
$811K +$17.4K +410 +2%
MML Investors Services
72
MML Investors Services
Massachusetts
$808K +$39K +920 +5%
AWS
73
Atria Wealth Solutions
New York
$788K +$10.4K +245 +1%
GFPC
74
Global Financial Private Client
Florida
$788K +$15.8K +373 +2%
BIAS
75
Beacon Investment Advisory Services
New Jersey
$784K -$79K -1,865 -9%
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.