AOM icon

iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $426M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 98 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
78
Reduced
98
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAS
126
Nicolet Advisory Services
Wisconsin
$352K -$31.4K -741 -8%
MCWS
127
McKinley Carter Wealth Services
West Virginia
$350K +$7.27K +170 +2%
TC
128
TownSquare Capital
Utah
$344K +$344K +8,040 New
CG
129
CFO4Life Group
Texas
$339K
AAP
130
Arax Advisory Partners
Colorado
$337K -$17.2K -402 -5%
BHWM
131
Bay Harbor Wealth Management
Maryland
$336K +$5.48K +128 +2%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$333K +$103K +2,405 +45%
UCFA
133
United Capital Financial Advisors
Texas
$330K -$11.1K -260 -3%
SSC
134
Syverson Strege & Co
Iowa
$326K -$117K -2,741 -26%
PA
135
Parallel Advisors
California
$320K +$25.7K +600 +9%
NP
136
NorthRock Partners
Minnesota
$320K +$14.1K +330 +5%
AWM
137
Axxcess Wealth Management
California
$319K +$6.85K +160 +2%
LEFP
138
Leading Edge Financial Planning
Tennessee
$318K -$18.8K -439 -6%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$315K
EC
140
Estate Counselors
Wisconsin
$306K +$306K +7,150 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$288K +$63.5K +1,484 +28%
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$278K -$16.8M -391,693 -98%
AWM
143
Adams Wealth Management
Utah
$273K -$13K -305 -5%
CFGSD
144
Compass Financial Group (South Dakota)
South Dakota
$272K -$74.7K -1,747 -22%
CWA
145
CJM Wealth Advisers
Virginia
$266K +$266K +6,215 New
AF
146
Allworth Financial
California
$264K +$61.3K +1,432 +30%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$252K +$11.4K +266 +5%
AWM
148
Aprio Wealth Management
Georgia
$252K +$252K +5,891 New
NA
149
NewEdge Advisors
Louisiana
$247K -$159K -3,712 -39%
AA
150
Advisory Alpha
Michigan
$245K -$83.2K -1,944 -25%