AOM icon

iShares Core Moderate Allocation ETF
AOM

Overview Fund Activity

251 hedge funds and large institutions have $632M invested in iShares Core Moderate Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
–
Holders Change %
0%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
78
Reduced
86
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$52.6M
2
BCI
Brinker Capital Investments
Pennsylvania
$20.2M
3
BlackRock
BlackRock
New York
$100M
4
SFP
Sweet Financial Partners
Minnesota
$5.64M
5
FA
FDx Advisors
Illinois
$5.57M

Top Sellers

1
CIA
Compass Ion Advisors
Pennsylvania
$318K
2
TC
Trilogy Capital
California
$379K
3
Bank of America
Bank of America
North Carolina
$8.27M
4
GM
GeoWealth Management
Illinois
$1.75M
5
Ameriprise
Ameriprise
Minnesota
$4.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
151
Consilium Wealth Advisory
Texas
$286K +$54K +1,256 +23%
AIP
152
Ahrens Investment Partners
Louisiana
$282K -$45.1K -1,049 -14%
ODG
153
O'Dell Group
Ohio
$282K -$1.93K -45 -0.7%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$281K -$38.2K -884 -12%
SWA
155
SOA Wealth Advisors
New York
$279K +$600 +14 +0.2%
TFA
156
TPG Financial Advisors
Oregon
$267K -$19.9K -464 -7%
FSG
157
Financial Strategies Group
Michigan
$266K +$2.79K +65 +1%
KWM
158
Kingsview Wealth Management
Oregon
$265K +$10.9K +254 +4%
LNC
159
Lincoln National Corp
Pennsylvania
$265K +$6.23K +145 +2%
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$261K -$412K -9,585 -61%
GIP
161
Greatmark Investment Partners
Georgia
$258K – – –
FHA
162
Flagship Harbor Advisors
Massachusetts
$255K -$76.7K -1,784 -23%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$253K – – –
W
164
Wealthquest
Ohio
$248K – – –
BOPW
165
Brandywine Oak Private Wealth
Pennsylvania
$248K +$10.6K +247 +4%
RSWM
166
Robertson Stephens Wealth Management
California
$247K -$43K -1,000 -15%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$247K -$39K -907 -14%
LFAS
168
Level Four Advisory Services
Texas
$239K -$945 -22 -0.4%
WWM
169
Western Wealth Management
Colorado
$238K +$238K +5,542 New
SOS
170
Silver Oak Securities
Tennessee
$231K +$231K +5,489 New
MIC
171
Means Investment Company
Maine
$230K -$99.8K -2,321 -30%
AWM
172
Adams Wealth Management
Utah
$230K -$15.5K -362 -6%
COCM
173
Charter Oak Capital Management
New Hampshire
$230K +$31.8K +740 +16%
CBFP
174
Cedar Brook Financial Partners
Ohio
$228K -$45.4K -1,056 -17%
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$228K +$228K +5,300 New
5 6
7
8 9