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iShares Core Moderate Allocation ETF
AOM

238 hedge funds and large institutions have $445M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

2% more funds holding

Funds holding: 234 → 238 (+4)

1.45% more ownership

Funds ownership: 30.73% → 32.17% (+1.4%)

4% more capital invested

Capital invested by funds: $427M → $445M (+$18.6M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

10% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 97

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
87
Reduced
97
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$11.6M
2
HIP
HUB Investment Partners
Texas
+$9.22M
3
E3F
Eight 31 Financial
Texas
+$4.13M
4
BlackRock
BlackRock
New York
+$2.71M
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
WANY
Wealthspire Advisors (New York)
New York
-$5.43M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.81M
3
RL
Retireful LLC
Michigan
-$3.31M
4
Wells Fargo
Wells Fargo
California
-$2.44M
5
FFN
Focus Financial Network
Minnesota
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
126
Nicolet Advisory Services
Wisconsin
$371K +$11.2K +264 +3%
HWM
127
Heirloom Wealth Management
Colorado
$360K -$65.5K -1,546 -16%
CIAS
128
Capital Investment Advisory Services
North Carolina
$358K -$1.23K -29 -0.3%
TWP
129
Tempus Wealth Planning
California
$355K +$349K +8,250 New
S
130
Syntrinsic
Colorado
$354K -$10.6K -251 -3%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$353K +$339 +8 +0.1%
TC
132
TownSquare Capital
Utah
$346K -$254 -6 -0.1%
CG
133
CFO4Life Group
Texas
$341K – – –
BHWM
134
Bay Harbor Wealth Management
Maryland
$338K – – –
ASN
135
Advisory Services Network
Georgia
$335K +$330K +7,782 New
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$334K – – –
SSC
137
Syverson Strege & Co
Iowa
$329K +$1.14K +27 +0.4%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$325K +$8.43K +199 +3%
APW
139
Austin Private Wealth
Texas
$323K +$318K +7,517 New
AWM
140
Axxcess Wealth Management
California
$321K +$42 +1 +0%
LEFP
141
Leading Edge Financial Planning
Tennessee
$319K -$847 -20 -0.3%
AAP
142
Arax Advisory Partners
Colorado
$314K -$24.8K -586 -7%
FPAS
143
Focus Partners Advisor Solutions
Missouri
$307K +$303K +7,145 New
EC
144
Estate Counselors
Wisconsin
$302K -$5.51K -130 -2%
NP
145
NorthRock Partners
Minnesota
$302K -$19.7K -465 -6%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$291K +$212 +5 +0.1%
IA
147
IFG Advisory
Georgia
$272K +$268K +6,335 New
AWA
148
Archvest Wealth Advisors
California
$255K -$192K -4,528 -43%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$254K +$127 +3 +0.1%
GVAG
150
Great Valley Advisor Group
Delaware
$250K +$246K +5,816 New
4 5
6
7 8

AOM Hedge Fund Activity: Q2 2024 in Review

238 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2024, worth a combined $445M — up 4.4% from $427M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AOM positions and 25 closed out — a net gain of 7 holders — while 87 added to existing stakes and 97 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $11.6M. The largest seller was Wealthspire Advisors (New York), exiting entirely with an estimated $5.43M sold.

  • 238 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2024, up from 234 in Q1 2024.
  • Funds reported $445M of iShares Core Moderate Allocation ETF stock for Q2 2024, up 4.4% quarter-over-quarter.
  • 32 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2024 and 25 closed out, a net change of +7 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q2 2024 was Foundations Investment Advisors, an estimated $11.6M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q2 2024 was Wealthspire Advisors (New York), an estimated $5.43M sold.

Based on aggregated 13F filings for Q2 2024.