We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF
AOM

252 hedge funds and large institutions have $601M invested in iShares Core Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

48% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 67

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

9% more funds holding

Funds holding: 232 → 252 (+20)

7% more capital invested

Capital invested by funds: $562M → $601M (+$38.8M)

0.69% more ownership

Funds ownership: 31.45% → 32.13% (+0.69%)

Holders
252
Holders Change
+20
Holders Change %
+8.62%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
48
Increased
99
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Compass Ion Advisors
Pennsylvania
+$13.9M
2
PPA
Parametric Portfolio Associates
Washington
+$11.5M
3
GM
GeoWealth Management
Illinois
+$9.28M
4
RJA
Raymond James & Associates
Florida
+$5.76M
5
Wells Fargo
Wells Fargo
California
+$5.28M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$39.8M
2
FFN
Focus Financial Network
Minnesota
-$3.92M
3
RA
RiverTree Advisors
Florida
-$3.87M
4
Barclays
Barclays
United Kingdom
-$3.52M
5
CAN
Cetera Advisor Networks
California
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$539K +$9.52K +210 +2%
PA
102
PFG Advisors
Arizona
$531K +$529K +11,668 New
GWAG
103
Garrett Wealth Advisory Group
Texas
$527K – – –
Legacy Financial Group (Iowa)
104
Legacy Financial Group (Iowa)
Iowa
$526K -$344K -7,577 -39%
VWA
105
Visionary Wealth Advisors
Illinois
$526K +$3.67K +81 +0.7%
CC
106
Cypress Capital
Tennessee
$526K +$524K +11,561 New
IA
107
IFP Advisors
Florida
$524K +$89.4K +1,972 +21%
EIG
108
Ellenbecker Investment Group
Wisconsin
$517K +$516K +11,388 New
Citadel Advisors
109
Citadel Advisors
Florida
$516K +$514K +11,340 New
CIAS
110
Capital Investment Advisory Services
North Carolina
$505K -$4.67K -103 -0.9%
DWM
111
Darwin Wealth Management
Florida
$494K -$188K -4,154 -27%
SI
112
SimpliFi Inc
California
$494K +$186K +4,112 +61%
CWM
113
Cahaba Wealth Management
Georgia
$483K +$3.58K +79 +0.7%
SBL
114
Sargent Bickham Lagudis
Colorado
$479K – – –
AA
115
Advisory Alpha
Michigan
$470K +$469K +10,345 New
SPC
116
Sigma Planning Corp
Michigan
$467K +$363 +8 +0.1%
AF
117
Advisornet Financial
Minnesota
$467K +$18.1K +399 +4%
MCM
118
Mendel Capital Management
Arkansas
$457K +$456K +10,055 New
HAS
119
HBW Advisory Services
California
$456K +$46.4K +1,023 +11%
LIG
120
Lokken Investment Group
Delaware
$453K – – –
FMN
121
Financial Management Network
California
$441K -$41.1K -906 -9%
GWCM
122
Godshalk Welsh Capital Management
Pennsylvania
$421K +$25.3K +557 +6%
MCWS
123
McKinley Carter Wealth Services
West Virginia
$417K -$23.5K -518 -5%
SSC
124
Syverson Strege & Co
Iowa
$412K -$89.5K -1,974 -18%
OAM
125
Occidental Asset Management
California
$405K -$2.72K -60 -0.7%
3 4
5
6 7

AOM Hedge Fund Activity: Q4 2021 in Review

252 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2021, worth a combined $601M — up 6.9% from $562M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AOM positions and 23 closed out — a net gain of 25 holders — while 99 added to existing stakes and 67 trimmed.

The largest buyer was Compass Ion Advisors, adding an estimated $13.9M. The largest seller was AE Wealth Management, cutting an estimated $39.8M.

  • 252 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2021, up from 232 in Q3 2021.
  • Funds reported $601M of iShares Core Moderate Allocation ETF stock for Q4 2021, up 6.9% quarter-over-quarter.
  • 48 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2021 and 23 closed out, a net change of +25 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q4 2021 was Compass Ion Advisors, an estimated $13.9M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q4 2021 was AE Wealth Management, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2021.