AOM icon

iShares Core Moderate Allocation ETF

188 hedge funds and large institutions have $413M invested in iShares Core Moderate Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
25
Increased
66
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWMIA
151
Global Wealth Management Investment Advisory
Florida
$62K -$191K -4,639 -75%
WP
152
WealthShield Partners
North Carolina
$58K
TFGT
153
TS Financial Group (TSFG)
Illinois
$57K
TF
154
TimeScale Financial
Massachusetts
$53K -$16.9K -408 -24%
APC
155
Aspire Private Capital
North Carolina
$52K +$52K +1,258 New
JWA
156
JFS Wealth Advisors
Pennsylvania
$51K
PFS
157
Prospera Financial Services
Texas
$49K +$49K +1,200 New
CFD
158
Creative Financial Designs
Indiana
$48K -$98.1K -2,380 -67%
CFGS
159
Concourse Financial Group Securities
Alabama
$45K
JPMorgan Chase & Co
160
JPMorgan Chase & Co
New York
$41K -$410 -10 -1%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$34K
SWM
162
Sugarloaf Wealth Management
Georgia
$33K -$26.7K -648 -45%
William Blair & Company
163
William Blair & Company
Illinois
$29K
AF
164
Affiance Financial
Minnesota
$29K +$29K +705 New
DAM
165
Delta Asset Management
Tennessee
$28K -$7.26K -175 -21%
LWM
166
Liberty Wealth Management
California
$24K -$655 -16 -3%
HIA
167
Harbor Investment Advisory
Maryland
$24K +$1.09K +27 +5%
IF
168
Ironwood Financial
Arizona
$20K
NNP
169
Nachman Norwood & Parrott
South Carolina
$13K +$13K +325 New
EK
170
Evensky & Katz
Florida
$10K -$1.13M -26,265 -99%
LAS
171
Lloyd Advisory Services
Georgia
$10K +$43 +1 +0.4%
NSIM
172
North Star Investment Management
Illinois
$7K +$39 +1 +0.6%
GAM
173
Gemmer Asset Management
California
$6K +$40 +1 +0.7%
AWM
174
AllSquare Wealth Management
New York
$5K
NFG
175
Next Financial Group
Texas
$5K +$5K +112 New