AOM icon

iShares Core Moderate Allocation ETF

159 hedge funds and large institutions have $330M invested in iShares Core Moderate Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.46%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
20
Increased
62
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$4K
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$3K -$15.6K -391 -84%
PCG
153
Private Capital Group
Connecticut
$3K
CJA
154
C-J Advisory
California
$3K
FPS
155
Fieldpoint Private Securities
Connecticut
$2K
RWA
156
Redhawk Wealth Advisors
Minnesota
$1K +$1K +38 New
WIM
157
Westside Investment Management
California
$39 +$39 +1,000 New
Jane Street
158
Jane Street
New York
-$2.74M -71,947 Closed
GFPC
159
Global Financial Private Capital
Florida
-$1.81M -47,485 Closed
Citadel Advisors
160
Citadel Advisors
Florida
-$1.18M -31,075 Closed
SF
161
Summit Financial
New Jersey
-$553K -14,528 Closed
SC
162
Scotia Capital
Ontario, Canada
-$276K -7,253 Closed
Lido Advisors
163
Lido Advisors
California
-$273K -7,181 Closed
CWM
164
Chesapeake Wealth Management
Virginia
-$212K -5,580 Closed
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
-$20K -525 Closed
SWM
166
SeaCrest Wealth Management
New York
-$19K -508 Closed
WCM
167
WealthBridge Capital Management
Ohio
-$7K -175 Closed
CFA
168
Carroll Financial Associates
North Carolina
-$3K -96 Closed
AIC
169
Ameritas Investment Company
Nebraska
-$1K -30 Closed