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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

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

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
RFA
101
RTD Financial Advisors
Pennsylvania
$509K +$2.16K +51 +0.4%
SOS
102
Silver Oak Securities
Tennessee
$497K -$24.9K -587 -5%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$491K +$484K +11,419 New
WFL
104
Wealth Forward LLC
North Dakota
$490K -$26.3K -620 -5%
SWP
105
Stratos Wealth Partners
Ohio
$489K +$8.22K +194 +2%
MWM
106
Merriman Wealth Management
Washington
$480K -$9.7K -229 -2%
Stifel Financial
107
Stifel Financial
Missouri
$469K -$6.35K -150 -1%
MAV
108
Mason & Associates (Virginia)
Virginia
$454K +$447K +10,546 New
MCM
109
Mendel Capital Management
Arkansas
$433K +$2.25K +53 +0.5%
BPA
110
Beacon Pointe Advisors
California
$430K -$42 -1 -0%
SG
111
StoneX Group
New York
$429K -$49K -1,156 -10%
US Bancorp
112
US Bancorp
Minnesota
$419K -$38.4K -906 -9%
NWMG
113
National Wealth Management Group
Ohio
$417K -$203K -4,791 -33%
IWC
114
Integrated Wealth Concepts
Massachusetts
$413K -$31.3K -738 -7%
SPIA
115
Steward Partners Investment Advisory
New York
$410K – – –
Lido Advisors
116
Lido Advisors
California
$406K +$1.23K +29 +0.3%
PAG
117
Private Advisor Group
New Jersey
$406K +$1.86K +44 +0.5%
IP
118
Investment Partners
Ohio
$398K +$2.03K +48 +0.5%
IWM
119
IHT Wealth Management
Illinois
$392K +$42 +1 +0%
UW
120
Unique Wealth
Florida
$391K +$4.11K +97 +1%
SI
121
SimpliFi Inc
California
$387K -$112K -2,653 -23%
VWA
122
Visionary Wealth Advisors
Illinois
$386K +$18.8K +445 +5%
CTC
123
Central Trust Company
Missouri
$377K -$27.7K -654 -7%
ACS
124
Archford Capital Strategies
Illinois
$375K -$28.4K -670 -7%
UCFA
125
United Capital Financial Advisors
Texas
$374K +$41K +967 +13%
3 4
5
6 7

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.