AOM icon

iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $426M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 98 reducing their positions, and 37 closing their positions.

Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
78
Reduced
98
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
$758K +$180K +4,198 +31%
SFG
77
Sovereign Financial Group
Connecticut
$746K -$1.63K -38 -0.2%
SW
78
SteelPeak Wealth
California
$723K +$35.8K +837 +5%
MSA
79
Marino Stram & Associates
Massachusetts
$723K -$78.4K -1,832 -10%
AWM
80
AE Wealth Management
Kansas
$706K -$7.49M -175,107 -91%
E3F
81
Eight 31 Financial
Texas
$680K +$332K +7,763 +96%
AFP
82
Ausdal Financial Partners
Iowa
$641K -$147K -3,432 -19%
IF
83
Integrity Financial
Wyoming
$631K -$29.9K -698 -5%
NWMG
84
National Wealth Management Group
Ohio
$620K -$16.3K -381 -3%
HighTower Advisors
85
HighTower Advisors
Illinois
$619K +$65.4K +1,519 +12%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$618K -$7.62K -178 -1%
CCFM
87
Clear Creek Financial Management
Washington
$617K -$53K -1,240 -8%
JWCA
88
J.W. Cole Advisors
Florida
$602K -$170K -3,965 -22%
Mariner
89
Mariner
Kansas
$599K -$119K -2,778 -17%
Legacy Financial Group (Iowa)
90
Legacy Financial Group (Iowa)
Iowa
$595K +$595K +13,910 New
KWM
91
Kingsview Wealth Management
Oregon
$586K -$249K -5,819 -30%
AFM
92
Armstrong Fleming & Moore
District of Columbia
$579K
D
93
Dentgroup
Louisiana
$569K
CF
94
Centaurus Financial
California
$559K +$3.42K +80 +0.6%
GCM
95
Gallacher Capital Management
Colorado
$538K +$133K +3,106 +33%
SOS
96
Silver Oak Securities
Tennessee
$519K -$89.6K -2,094 -15%
WFL
97
Wealth Forward LLC
North Dakota
$514K -$21.9K -512 -4%
RFA
98
RTD Financial Advisors
Pennsylvania
$504K -$941 -22 -0.2%
SI
99
SimpliFi Inc
California
$498K +$30.5K +712 +7%
MWM
100
Merriman Wealth Management
Washington
$487K