AOM icon

iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $426M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 98 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-19
Holders Change %
-7.54%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
78
Reduced
98
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
201
Wolff Wiese Magana
California
$26.3K -$2.61K -61 -9%
BWL
202
Bogart Wealth LLC
Virginia
$25.5K
OFG
203
Oxford Financial Group
Indiana
$23.6K
MBFW
204
Morton Brown Family Wealth
Pennsylvania
$22.3K
MWM
205
Mascoma Wealth Management
New Hampshire
$21.8K -$4.92K -115 -18%
PCWA
206
Pacific Capital Wealth Advisors
California
$21.5K
TSWM
207
Tyler-Stone Wealth Management
Ohio
$21.3K
DAM
208
Delta Asset Management
Tennessee
$20.3K
FWM
209
FSA Wealth Management
Massachusetts
$19.9K -$86 -2 -0.4%
MIM
210
Macroview Investment Management
Maryland
$18K +$2.48K +58 +16%
AI
211
Arvest Investments
Arkansas
$17.4K
CAL
212
Capital Analysts LLC
Pennsylvania
$16K +$7.85K +180 +96%
TCG
213
Transcendent Capital Group
Oklahoma
$14.6K +$342 +8 +2%
FIM
214
Fernwood Investment Management
Massachusetts
$13K +$13K +303 New
WPA
215
West Paces Advisors
Georgia
$11.6K
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$10.9K
NSIM
217
North Star Investment Management
Illinois
$10.6K
CFD
218
Creative Financial Designs
Indiana
$8.98K
NS
219
NBC Securities
Alabama
$8K +$8K +200 New
FFA
220
Farther Finance Advisors
California
$7.7K +$3.06K +72 +66%
CWP
221
Concord Wealth Partners
Virginia
$7.69K
IA
222
IFP Advisors
Florida
$6.89K -$3.21K -75 -32%
ACA
223
American Capital Advisory
Idaho
$5.38K
ACA
224
Aptus Capital Advisors
Alabama
$4.92K +$4.75K +111 +2,775%
AA
225
Ancora Advisors
Ohio
$4.11K