AOM icon

iShares Core Moderate Allocation ETF

191 hedge funds and large institutions have $468M invested in iShares Core Moderate Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
3.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
45
Increased
60
Reduced
62
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
126
TPG Financial Advisors
Oregon
$215K +$215K +5,349 New
VFA
127
Voya Financial Advisors
Connecticut
$206K -$33.2K -832 -14%
EBT
128
Enterprise Bank & Trust
Massachusetts
$203K -$19.7K -491 -9%
RFWA
129
RPg Family Wealth Advisory
Massachusetts
$203K -$71.6K -1,785 -26%
AIA
130
Arbor Investment Advisors
North Carolina
$202K +$202K +5,029 New
CFG
131
CMC Financial Group
Georgia
$201K +$201K +4,998 New
AWM
132
Avior Wealth Management
Nebraska
$188K -$3.25K -81 -2%
TPWA
133
TRUE Private Wealth Advisors
Oregon
$175K -$101K -2,518 -37%
LFG
134
LifePlan Financial Group
Ohio
$171K
BAM
135
Belpointe Asset Management
Nevada
$171K +$63K +1,574 +58%
ACM
136
Anfield Capital Management
California
$158K +$158K +3,885 New
BBA
137
Braun-Bostich & Associates
Pennsylvania
$154K +$154K +3,814 New
ASN
138
Advisory Services Network
Georgia
$142K +$126K +3,138 +792%
IA
139
IFP Advisors
Florida
$137K -$47.3K -1,192 -26%
S
140
SignatureFD
Georgia
$126K -$6.64K -165 -5%
Deutsche Bank
141
Deutsche Bank
Germany
$118K +$32.8K +821 +38%
AF
142
Advisornet Financial
Minnesota
$105K -$3.8K -95 -3%
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K +$69.7K +1,736 +204%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$101K
CIAS
145
Capital Investment Advisory Services
North Carolina
$96K -$1.33K -33 -1%
SFS
146
Sowell Financial Services
Arkansas
$91K +$15.3K +382 +20%
AIC
147
Ameritas Investment Company
Nebraska
$80K +$6.21K +154 +8%
OIA
148
Optimum Investment Advisors
Illinois
$78K +$843 +21 +1%
WP
149
WealthShield Partners
North Carolina
$65K
CCM
150
Cribstone Capital Management
Maine
$63K