AOM icon

iShares Core Moderate Allocation ETF

154 hedge funds and large institutions have $362M invested in iShares Core Moderate Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
3.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
14
Increased
65
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAAS
76
First Allied Advisory Services
California
$398K -$16.5K -419 -4%
BIAS
77
Beacon Investment Advisory Services
New Jersey
$391K -$31.1K -793 -7%
F
78
F3Logic
Minnesota
$372K
RJA
79
Raymond James & Associates
Florida
$366K -$53.5K -1,362 -13%
SBL
80
Sargent Bickham Lagudis
Colorado
$356K
CI
81
CX Institutional
Indiana
$344K +$59.6K +1,520 +21%
BCI
82
Brinker Capital Investments
Pennsylvania
$333K +$9.07K +231 +3%
SPC
83
Sigma Planning Corp
Michigan
$332K +$9.23K +235 +3%
GWMIA
84
Global Wealth Management Investment Advisory
Florida
$325K -$315 -8 -0.1%
AIP
85
Ahrens Investment Partners
Louisiana
$320K +$2.16K +55 +0.7%
CG
86
CFO4Life Group
Texas
$312K -$63.1K -1,606 -17%
MPPLM
87
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$310K -$50.2K -1,280 -14%
HighTower Advisors
88
HighTower Advisors
Illinois
$302K +$870 +22 +0.3%
MA
89
Mutual Advisors
Nebraska
$298K +$275 +7 +0.1%
W
90
Wealthquest
Ohio
$289K -$9.44K -241 -3%
FHA
91
Flagship Harbor Advisors
Massachusetts
$285K
TPWA
92
TRUE Private Wealth Advisors
Oregon
$270K +$103K +2,617 +61%
RFWA
93
RPg Family Wealth Advisory
Massachusetts
$269K +$2.36K +60 +0.9%
SFWA
94
Summit Financial Wealth Advisors
Louisiana
$266K
GI
95
Glovista Investments
New Jersey
$263K +$263K +6,690 New
ODG
96
O'Dell Group
Ohio
$262K +$1.41K +36 +0.5%
CCFM
97
Clear Creek Financial Management
Washington
$260K +$12.1K +309 +5%
AWM
98
Alterna Wealth Management
Texas
$257K
CF
99
Centaurus Financial
California
$242K -$9.65K -246 -4%
JFA
100
JNBA Financial Advisors
Minnesota
$239K -$22.2K -565 -8%