AOM icon

iShares Core Moderate Allocation ETF

256 hedge funds and large institutions have $586M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+23
Holders Change %
+9.87%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
45
Increased
119
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
201
Global Retirement Partners
California
$113K +$28K +645 +33%
SS
202
Sunbelt Securities
Texas
$111K +$4.52K +104 +4%
WA
203
WestEnd Advisors
North Carolina
$110K +$110K +2,524 New
HFS
204
Hantz Financial Services
Michigan
$107K +$107K +2,465 New
PCMC
205
Private Capital Management (Colorado)
Colorado
$103K -$30.4K -700 -23%
TAM
206
Tucker Asset Management
Colorado
$88.6K +$88.6K +2,040 New
FFA
207
Founders Financial Alliance
North Carolina
$85.2K -$44.9K -1,034 -35%
VHAM
208
Van Hulzen Asset Management
California
$83.9K +$83.9K +1,932 New
SL
209
Salomon & Ludwin
Virginia
$77.3K -$1.96K -45 -2%
ME
210
McIlrath & Eck
Washington
$76.4K -$115K -2,647 -60%
CWC
211
Carolinas Wealth Consulting
North Carolina
$76K -$10.1K -232 -12%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$73.3K +$53.4K +1,230 +269%
GC
213
Gould Capital
Washington
$72.5K +$13K +300 +22%
PA
214
Parallel Advisors
California
$71.7K -$3.39K -78 -5%
HIA
215
Harbor Investment Advisory
Maryland
$69.2K -$3.13K -72 -4%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$68K +$68K +1,566 New
PCFFS
217
Pacific Center for Financial Services
California
$67.1K +$1.17K +27 +2%
CAWM
218
Capital A Wealth Management
Pennsylvania
$60.4K +$60.4K +1,390 New
GWM
219
Geneos Wealth Management
Colorado
$57.9K
JFA
220
JNBA Financial Advisors
Minnesota
$56.8K +$2.04K +47 +4%
T
221
Transce3nd
Texas
$54.8K +$54.8K +1,261 New
SWM
222
Spire Wealth Management
Virginia
$51.8K
FFA
223
Farther Finance Advisors
California
$50.9K +$43.1K +992 +551%
CFP
224
Comprehensive Financial Planning
Pennsylvania
$50.8K +$50.8K +1,170 New
CP
225
Castleview Partners
Texas
$46.9K +$955 +22 +2%