AOM icon

iShares Core Moderate Allocation ETF

158 hedge funds and large institutions have $564M invested in iShares Core Moderate Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+32
Holders Change %
+25.4%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
44
Increased
46
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
126
Cribstone Capital Management
Maine
$46K -$10.3K -290 -18%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$44K +$44K +1,239 New
JFA
128
JNBA Financial Advisors
Minnesota
$41K +$41K +1,147 New
WA
129
WestEnd Advisors
North Carolina
$40K +$40K +1,122 New
PA
130
Parallel Advisors
California
$37K -$53.1K -1,500 -59%
OAJ
131
Ogorek Anthony Joseph
New York
$37K
WIM
132
Westside Investment Management
California
$35.7K +$35.7K +1,000 New
IF
133
Ironwood Financial
Arizona
$34K
SGS
134
Sterling Global Strategies
California
$33.5K +$33.5K +939 New
CAC
135
Certified Advisory Corp
Florida
$29K
MWA
136
Meridian Wealth Advisors
Texas
$27K +$27K +770 New
JWA
137
JFS Wealth Advisors
Pennsylvania
$24K -$1.9K -54 -7%
LPWM
138
Lake Point Wealth Management
Texas
$22K +$22K +618 New
PG
139
Patten Group
Tennessee
$21K -$1.6K -45 -7%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$19K -$3.62K -100 -16%
SWM
141
SeaCrest Wealth Management
New York
$18K
CFGS
142
Concourse Financial Group Securities
Alabama
$18K +$18K +524 New
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$17K
BOPW
144
Brandywine Oak Private Wealth
Pennsylvania
$11K +$11K +325 New
DWM
145
Doyle Wealth Management
Florida
$7K +$7K +183 New
NFG
146
Next Financial Group
Texas
$6K +$6K +167 New
WCM
147
WealthBridge Capital Management
Ohio
$6K +$6K +175 New
AIP
148
Ameritas Investment Partners
Nebraska
$5K
BFEC
149
Benjamin F. Edwards & Company
Missouri
$4K
AWM
150
AllSquare Wealth Management
New York
$4K