AOM icon

iShares Core Moderate Allocation ETF
AOM

Overview Fund Activity

175 hedge funds and large institutions have $397M invested in iShares Core Moderate Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-16
Holders Change %
-8.38%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
14
Increased
57
Reduced
71
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$37M
2
FIG
2
FundX Investment Group
California
$6.59M
3
BlackRock
3
BlackRock
New York
$67.9M
4
RJA
4
Raymond James & Associates
Florida
$5.15M
5
UBS Group
5
UBS Group
Switzerland
$5.05M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$1.93M
2
TA
2
Tiedemann Advisors
New York
$59.8M
3
Bank of America
3
Bank of America
North Carolina
$22.5M
4
MAS
4
Madden Advisory Services
Florida
$0
5
JAWM
5
J. Arnold Wealth Management
Ohio
$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
151
JNBA Financial Advisors
Minnesota
$34K -$170K -4,626 -83%
DAM
152
Delta Asset Management
Tennessee
$33K – – –
CAC
153
Certified Advisory Corp
Florida
$30K – – –
TF
154
TimeScale Financial
Massachusetts
$27K – – –
MWM
155
MBE Wealth Management
Wisconsin
$24K +$24K +668 New
VCP
156
Verus Capital Partners
Arizona
$23K – – –
LWM
157
Liberty Wealth Management
California
$23K +$6.09K +162 +36%
IF
158
Ironwood Financial
Arizona
$18K -$18K -482 -50%
HIA
159
Harbor Investment Advisory
Maryland
$18K +$258 +7 +1%
GSWM
160
Golden State Wealth Management
California
$17K +$17K +456 New
WQ
161
Wealth Quarterback
New Jersey
$9.53K – – –
PA
162
Parallel Advisors
California
$9K +$544 +15 +6%
LAS
163
Lloyd Advisory Services
Georgia
$8K -$3.88K -109 -33%
LPWM
164
Lake Point Wealth Management
Texas
$7K – – –
NSIM
165
North Star Investment Management
Illinois
$7K – – –
CFD
166
Creative Financial Designs
Indiana
$7K – – –
GAM
167
Gemmer Asset Management
California
$5K +$34 +1 +0.7%
NFG
168
Next Financial Group
Texas
$4K -$1.81K -52 -31%
AWM
169
AllSquare Wealth Management
New York
$4K – – –
RCM
170
Rain Capital Management
Oregon
$3K – – –
PCG
171
Private Capital Group
Connecticut
$3K – – –
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
GFPC
173
Global Financial Private Client
Florida
$1.84K – – –
WIM
174
Westside Investment Management
California
$36 +$36 +1,000 New
MAS
175
Madden Advisory Services
Florida
– -$2.82M -70,305 Closed
4 5 6
7
8