iShares Core Moderate Allocation ETF
268 hedge funds and large institutions have $542M invested in iShares Core Moderate Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 22 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
35% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 86
10% more capital invested
Capital invested by funds: $492M → $542M (+$50.2M)
3% more funds holding
Funds holding: 259 → 268 (+9)
1.32% more ownership
Funds ownership: 33.96% → 35.29% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
+$11.8M |
| 2 |
AT
American Trust
Lexington,
Kentucky
|
+$4.33M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.76M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.35M |
| 5 |
SI
Seeds Investor
New York
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.98M |
| 2 |
SSA
SSA Swiss Advisors
Zurich,
|
-$2.94M |
| 3 |
OAM
Oppenheimer Asset Management
New York
|
-$1.78M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
-$1.37M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.29M |
AOM Hedge Fund Activity: Q2 2025 in Review
268 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2025, worth a combined $542M — up 10% from $492M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AOM positions and 22 closed out — a net gain of 11 holders — while 116 added to existing stakes and 86 trimmed.
The largest buyer was Kavar Capital Partners Group, opening a new position worth an estimated $11.8M. The largest seller was Morgan Stanley, cutting an estimated $6.98M.
- 268 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2025, up from 259 in Q1 2025.
- Funds reported $542M of iShares Core Moderate Allocation ETF stock for Q2 2025, up 10% quarter-over-quarter.
- 33 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2025 and 22 closed out, a net change of +11 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q2 2025 was Kavar Capital Partners Group, an estimated $11.8M added.
- The largest iShares Core Moderate Allocation ETF seller in Q2 2025 was Morgan Stanley, an estimated $6.98M sold.
Based on aggregated 13F filings for Q2 2025.