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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
FHA
76
Flagship Harbor Advisors
Massachusetts
$777K -$37.4K -884 -5%
MSA
77
Marino Stram & Associates
Massachusetts
$775K +$47.3K +1,118 +7%
GWCM
78
Godshalk Welsh Capital Management
Pennsylvania
$773K +$2.29K +54 +0.3%
FCA
79
FinTrust Capital Advisors
South Carolina
$762K -$66.8K -1,578 -8%
AWM
80
Avior Wealth Management
Nebraska
$762K +$643K +15,179 +600%
SFG
81
Sovereign Financial Group
Connecticut
$758K +$7.07K +167 +1%
GCM
82
Gallacher Capital Management
Colorado
$749K +$205K +4,833 +38%
SW
83
SteelPeak Wealth
California
$744K +$16.1K +380 +2%
AWM
84
AE Wealth Management
Kansas
$740K +$30K +708 +4%
PCG
85
Prosperity Consulting Group
Maryland
$703K +$253K +5,977 +58%
CCFM
86
Clear Creek Financial Management
Washington
$655K +$33.6K +794 +6%
Legacy Financial Group (Iowa)
87
Legacy Financial Group (Iowa)
Iowa
$639K +$40.6K +958 +7%
JWCA
88
J.W. Cole Advisors
Florida
$626K +$21.2K +501 +4%
AFP
89
Ausdal Financial Partners
Iowa
$626K -$18.9K -446 -3%
IF
90
Integrity Financial
Wyoming
$615K -$18.6K -439 -3%
Mariner
91
Mariner
Kansas
$604K +$2.08K +49 +0.4%
AFM
92
Armstrong Fleming & Moore
District of Columbia
$585K +$2.96K +70 +0.5%
KWM
93
Kingsview Wealth Management
Oregon
$575K -$14.2K -336 -2%
D
94
Dentgroup
Louisiana
$572K – – –
MWM
95
Mosley Wealth Management
California
$563K +$554K +13,089 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$563K -$57.7K -1,362 -9%
CF
97
Centaurus Financial
California
$561K -$847 -20 -0.2%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$545K +$310K +7,326 +136%
RA
99
RFG Advisory
Alabama
$538K +$171K +4,048 +48%
WIA
100
World Investment Advisors
California
$536K +$528K +12,460 New
2 3
4
5 6

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.