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 %
MCC
201
Money Concepts Capital
Florida
$61K +$61K +1,415 New
Fidelity Investments
202
Fidelity Investments
Massachusetts
$60K -$15.6K -364 -21%
TFGT
203
TS Financial Group (TSFG)
Illinois
$60K – – –
ACA
204
Aptus Capital Advisors
Alabama
$59K -$590K -13,847 -91%
APC
205
Aspire Private Capital
North Carolina
$59K -$4.18K -98 -7%
CFGS
206
Concourse Financial Group Securities
Alabama
$55K – – –
PA
207
Parallel Advisors
California
$52K – – –
GC
208
Gould Capital
Washington
$49K – – –
BWL
209
Bogart Wealth LLC
Virginia
$49K – – –
JFA
210
JNBA Financial Advisors
Minnesota
$48K +$430 +10 +0.9%
LPP
211
Life Planning Partners
Florida
$45K – – –
TFS
212
TrustCore Financial Services
Tennessee
$44K – – –
OFG
213
Oxford Financial Group
Indiana
$44K – – –
AssetMark Inc
214
AssetMark Inc
California
$44K +$44K +1,023 New
WWM
215
Wolff Wiese Magana
California
$43K – – –
GWMIA
216
Global Wealth Management Investment Advisory
Florida
$43K +$1.28K +30 +3%
SJIA
217
St. James Investment Advisors
New York
$40K -$85 -2 -0.2%
CFD
218
Creative Financial Designs
Indiana
$39K -$22.9K -533 -37%
CCM
219
Cribstone Capital Management
Maine
$35K -$12.8K -300 -27%
SWM
220
Sugarloaf Wealth Management
Georgia
$34K – – –
CWP
221
Concord Wealth Partners
Virginia
$32K +$913 +21 +3%
LPWM
222
Lake Point Wealth Management
Texas
$31K +$4.89K +113 +19%
MWM
223
Mascoma Wealth Management
New Hampshire
$30K – – –
LWP
224
Laurel Wealth Planning
Minnesota
$30K +$30K +705 New
T
225
TCWP
Ohio
$25K +$25K +592 New
7 8
9
10 11