AOM icon

iShares Core Moderate Allocation ETF

188 hedge funds and large institutions have $413M invested in iShares Core Moderate Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
25
Increased
66
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
101
Advisornet Financial
Minnesota
$327K -$18.3K -445 -5%
CG
102
CFO4Life Group
Texas
$326K
AWM
103
Adams Wealth Management
Utah
$318K +$318K +7,745 New
FSG
104
Financial Strategies Group
Michigan
$312K +$21.9K +535 +8%
BCI
105
Brinker Capital Investments
Pennsylvania
$308K
TPWA
106
TRUE Private Wealth Advisors
Oregon
$307K -$6.03K -147 -2%
FHA
107
Flagship Harbor Advisors
Massachusetts
$307K +$140K +3,420 +84%
MPPLM
108
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$306K -$5.91K -144 -2%
AFP
109
Ausdal Financial Partners
Iowa
$305K +$305K +7,436 New
PA
110
PFG Advisors
Arizona
$293K
W
111
Wealthquest
Ohio
$291K -$37.1K -904 -11%
ATPW
112
Ashton Thomas Private Wealth
Arizona
$288K +$48.8K +1,188 +20%
FFA
113
Founders Financial Alliance
North Carolina
$278K +$278K +6,773 New
TFA
114
TPG Financial Advisors
Oregon
$275K +$20.8K +507 +8%
HighTower Advisors
115
HighTower Advisors
Illinois
$264K +$453 +11 +0.2%
AWM
116
Alterna Wealth Management
Texas
$257K -$11.9K -290 -4%
AIP
117
Ahrens Investment Partners
Louisiana
$252K -$17.2K -420 -6%
IA
118
IFP Advisors
Florida
$249K +$22.3K +543 +10%
CWM
119
Cahaba Wealth Management
Georgia
$246K -$140K -3,407 -36%
GIP
120
Greatmark Investment Partners
Georgia
$246K
BC
121
Brio Consultants
California
$243K -$40.7K -992 -14%
CAS
122
Cascadia Advisory Services
Oregon
$239K -$76.5K -1,863 -24%
VWM
123
Vigilare Wealth Management
Arizona
$238K -$13.9K -339 -6%
ASN
124
Advisory Services Network
Georgia
$229K -$82 -2 -0%
PWAG
125
Polaris Wealth Advisory Group
California
$223K -$39.2K -956 -15%