iShares Core Moderate Allocation ETF
238 hedge funds and large institutions have $445M invested in iShares Core Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 97 reducing their positions, and 25 closing their positions.
28% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 25
2% more funds holding
Funds holding: 234 → 238 (+4)
1.45% more ownership
Funds ownership: 30.73% → 32.17% (+1.4%)
4% more capital invested
Capital invested by funds: $427M → $445M (+$18.6M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$11.6M |
| 2 |
HIP
HUB Investment Partners
Austin,
Texas
|
+$9.22M |
| 3 |
E3F
Eight 31 Financial
Midland,
Texas
|
+$4.13M |
| 4 |
BlackRock
New York
|
+$2.71M |
| 5 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
-$5.43M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.81M |
| 3 |
RL
Retireful LLC
Haslett,
Michigan
|
-$3.31M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.44M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$2.23M |
AOM Hedge Fund Activity: Q2 2024 in Review
238 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2024, worth a combined $445M — up 4.4% from $427M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AOM positions and 25 closed out — a net gain of 7 holders — while 87 added to existing stakes and 97 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $11.6M. The largest seller was Wealthspire Advisors (New York), exiting entirely with an estimated $5.43M sold.
- 238 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2024, up from 234 in Q1 2024.
- Funds reported $445M of iShares Core Moderate Allocation ETF stock for Q2 2024, up 4.4% quarter-over-quarter.
- 32 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2024 and 25 closed out, a net change of +7 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q2 2024 was Foundations Investment Advisors, an estimated $11.6M added.
- The largest iShares Core Moderate Allocation ETF seller in Q2 2024 was Wealthspire Advisors (New York), an estimated $5.43M sold.
Based on aggregated 13F filings for Q2 2024.