AOM icon

iShares Core Moderate Allocation ETF

226 hedge funds and large institutions have $563M invested in iShares Core Moderate Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
226
Holders Change
+38
Holders Change %
+20.21%
% of All Funds
4.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
58
Increased
80
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$676K
SWP
77
Stratos Wealth Partners
Ohio
$653K +$48K +1,110 +8%
CI
78
CX Institutional
Indiana
$633K +$147K +3,404 +30%
AAP
79
Arax Advisory Partners
Colorado
$632K +$18.1K +419 +3%
CA
80
Cetera Advisors
Colorado
$613K +$89K +2,060 +17%
SWP
81
Summit Wealth Partners
Florida
$599K +$197K +4,558 +49%
DC
82
Davenport & Co
Virginia
$597K -$5.36K -124 -0.9%
BIAS
83
Beacon Investment Advisory Services
New Jersey
$567K +$128K +2,973 +29%
ACS
84
Archford Capital Strategies
Illinois
$565K +$42.7K +981 +8%
MA
85
Mutual Advisors
Nebraska
$564K +$346 +8 +0.1%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$550K +$550K +12,736 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$538K -$4.71K -109 -0.9%
CWP
88
Corepath Wealth Partners
Arizona
$536K +$536K +12,400 New
MIC
89
Means Investment Company
Maine
$534K +$1.37K +31 +0.3%
FFG
90
Fullen Financial Group
Ohio
$532K +$3.59K +83 +0.7%
SPC
91
Sigma Planning Corp
Michigan
$529K -$29.1K -672 -5%
WAS
92
Wealth Advisory Solutions
Indiana
$525K +$525K +12,172 New
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$504K +$504K +11,660 New
GWAG
94
Garrett Wealth Advisory Group
Texas
$501K -$75.6K -1,750 -13%
CIAS
95
Capital Investment Advisory Services
North Carolina
$500K +$26.6K +617 +6%
WP
96
WealthPLAN Partners
Nebraska
$492K -$101K -2,315 -17%
Stifel Financial
97
Stifel Financial
Missouri
$489K +$4.58K +106 +0.9%
NP
98
NorthRock Partners
Minnesota
$471K
FIG
99
FundX Investment Group
California
$464K +$93.1K +2,158 +25%
MML Investors Services
100
MML Investors Services
Massachusetts
$463K -$719K -16,652 -61%