AOM icon

iShares Core Moderate Allocation ETF

228 hedge funds and large institutions have $453M invested in iShares Core Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-23
Holders Change %
-9.16%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
80
Reduced
91
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
126
Truist Financial
North Carolina
$338K -$14.7K -378 -4%
LIG
127
Lokken Investment Group
Delaware
$336K -$35.5K -910 -10%
OAM
128
Occidental Asset Management
California
$336K -$15.2K -390 -4%
HAS
129
HBW Advisory Services
California
$325K -$47.5K -1,219 -13%
LNC
130
Lincoln National Corp
Pennsylvania
$324K +$84K +2,160 +35%
CG
131
CFO4Life Group
Texas
$308K
PA
132
Paragon Advisors
Texas
$298K +$298K +7,645 New
AWM
133
Axxcess Wealth Management
California
$294K +$294K +7,556 New
CWC
134
Carolinas Wealth Consulting
North Carolina
$292K +$1.25K +32 +0.4%
SSC
135
Syverson Strege & Co
Iowa
$292K +$7.02K +180 +2%
NP
136
NorthRock Partners
Minnesota
$280K
SWA
137
SOA Wealth Advisors
New York
$280K +$26.6K +685 +11%
MFS
138
Madrona Financial Services
Washington
$273K -$92.2K -2,363 -25%
FFA
139
Founders Financial Alliance
North Carolina
$266K
ACA
140
Anchor Capital Advisors
Massachusetts
$266K
ODG
141
O'Dell Group
Ohio
$256K +$544 +14 +0.2%
FHA
142
Flagship Harbor Advisors
Massachusetts
$255K +$24.1K +618 +10%
AWM
143
Adams Wealth Management
Utah
$246K +$37.3K +957 +18%
TFA
144
TPG Financial Advisors
Oregon
$244K +$2.1K +54 +0.9%
KWM
145
Kingsview Wealth Management
Oregon
$243K +$2.69K +69 +1%
FAIM
146
Financial Advocates Investment Management
Washington
$240K -$3.61M -92,524 -94%
ARC
147
Advisor Resource Council
Texas
$236K -$58.7K -1,510 -20%
GIP
148
Greatmark Investment Partners
Georgia
$234K
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$233K -$106K -2,706 -31%
HighTower Advisors
150
HighTower Advisors
Illinois
$233K -$55.8K -1,422 -19%