AOM icon

iShares Core Moderate Allocation ETF
AOM

Overview Fund Activity

220 hedge funds and large institutions have $529M invested in iShares Core Moderate Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-6
Holders Change %
-2.65%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
31
Increased
95
Reduced
63
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$92.2M
2
AWM
AE Wealth Management
Kansas
$49.5M
3
OMC
Old Mission Capital
Illinois
$3.97M
4
LPL Financial
LPL Financial
California
$32.5M
5
RA
RiverTree Advisors
Florida
$3.84M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$0
2
Truist Financial
Truist Financial
North Carolina
$343K
3
Bank of America
Bank of America
North Carolina
$13.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$598K
5
BCM
Brookstone Capital Management
Illinois
$5.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
151
Summit Financial Wealth Advisors
Louisiana
$226K – – –
NFG
152
Nations Financial Group
Iowa
$221K +$221K +5,071 New
FIA
153
Foundations Investment Advisors
Arizona
$211K +$211K +4,799 New
CWM
154
Cahaba Wealth Management
Georgia
$211K +$211K +4,850 New
KOC
155
Koss-Olinger Consulting
Florida
$203K +$203K +4,657 New
JAWM
156
J. Arnold Wealth Management
Ohio
$201K -$5.41K -123 -3%
SW
157
StrongBox Wealth
Missouri
$200K +$200K +4,594 New
HWMA
158
Heritage Wealth Management (Arizona)
Arizona
$188K +$188K +4,312 New
COCM
159
Charter Oak Capital Management
New Hampshire
$177K -$11.4K -261 -6%
CPFP
160
Clear Perspectives Financial Planning
Ohio
$175K +$10.3K +237 +6%
LAS
161
Lloyd Advisory Services
Georgia
$162K +$105K +2,420 +186%
APA
162
American Portfolios Advisors
New York
$160K +$85.8K +1,971 +115%
CWA
163
Clearview Wealth Advisors
Oregon
$152K +$47.3K +1,085 +45%
PFA
164
Professional Financial Advisors
Nebraska
$148K +$26.1K +601 +21%
ACA
165
Aptus Capital Advisors
Alabama
$138K +$138K +3,170 New
MAM
166
McCarthy Asset Management
California
$118K +$131 +3 +0.1%
IAIM
167
International Assets Investment Management
Florida
$110K – – –
GWMIA
168
Global Wealth Management Investment Advisory
Florida
$109K +$33.3K +769 +44%
SFS
169
Sowell Financial Services
Arkansas
$104K +$7.71K +172 +8%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$101K – – –
PCFFS
171
Pacific Center for Financial Services
California
$100K +$391 +9 +0.4%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$90K -$24.6K -568 -21%
ADL
173
Asset Dedication LLC
California
$87K – – –
APWA
174
Atlas Private Wealth Advisors
New Jersey
$81K -$28.2K -650 -26%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.3K -$50.8K -1,166 -39%
5 6
7
8 9