AOM icon

iShares Core Moderate Allocation ETF
AOM

Overview Fund Activity

252 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
97
Reduced
85
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$71.1M
2
RJA
2
Raymond James & Associates
Florida
$42.2M
3
Wells Fargo
3
Wells Fargo
California
$40.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$16.5M
5
KCPG
5
Kavar Capital Partners Group
Kansas
$11.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9M
2
WANY
2
Wealthspire Advisors (New York)
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
Jane Street
4
Jane Street
New York
$1.97M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
151
International Assets Investment Management
Florida
$296K +$50.5K +1,217 +21%
CCM
152
Crabel Capital Management
California
$292K +$292K +7,028 New
PA
153
Parallel Advisors
California
$286K +$87.3K +2,102 +44%
AWM
154
Adams Wealth Management
Utah
$278K -$174K -4,201 -39%
SWA
155
SOA Wealth Advisors
New York
$277K -$15.2K -366 -5%
PCG
156
Prosperity Consulting Group
Maryland
$272K +$272K +6,550 New
Comerica Bank
157
Comerica Bank
Texas
$270K +$11K +266 +4%
JWA
158
JFS Wealth Advisors
Pennsylvania
$269K +$1.41K +34 +0.5%
HWM
159
Howard Wealth Management
Connecticut
$266K +$6.02K +145 +2%
ODG
160
O'Dell Group
Ohio
$251K -$21.9K -527 -8%
TFA
161
TPG Financial Advisors
Oregon
$249K +$8.21K +199 +3%
KA
162
Kovack Advisors
Florida
$246K -$38.3K -923 -13%
FFA
163
Founders Financial Alliance
North Carolina
$242K – – –
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$234K +$7.64K +184 +3%
PJWM
165
Philip James Wealth Mangement
Georgia
$232K +$232K +5,582 New
DWM
166
Darwin Wealth Management
Florida
$230K +$83 +2 +0%
EMAM
167
Encompass More Asset Management
California
$229K +$229K +5,528 New
Nomura Asset Management
168
Nomura Asset Management
Japan
$228K +$228K +5,500 New
PIAS
169
PCA Investment Advisory Services
Ohio
$226K -$955 -23 -0.4%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$223K +$31K +747 +16%
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$219K -$33.1K -805 -13%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$218K +$208 +5 +0.1%
CBFP
173
Cedar Brook Financial Partners
Ohio
$211K -$19.3K -468 -8%
FA
174
Financial Advisors
Massachusetts
$209K -$103K -2,488 -33%
NRI
175
NFP Retirement Inc
California
$209K -$59.8K -1,441 -22%
5 6
7
8 9