iShares Core Moderate Allocation ETF
259 hedge funds and large institutions have $492M invested in iShares Core Moderate Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 108 reducing their positions, and 31 closing their positions.
16% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 31
0% less funds holding
Funds holding: 260 → 259 (-1)
4.78% less ownership
Funds ownership: 38.74% → 33.96% (-4.8%)
17% less capital invested
Capital invested by funds: $589M → $492M (-$97.7M)
34% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 108
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.16M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.08M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.67M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$2.09M |
| 5 |
LPL Financial
San Diego,
California
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$31.5M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$28.4M |
| 3 |
Morgan Stanley
New York
|
-$23.4M |
| 4 |
AT
American Trust
Lexington,
Kentucky
|
-$7.21M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.1M |
AOM Hedge Fund Activity: Q1 2025 in Review
259 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2025, worth a combined $492M — down 17% from $589M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AOM positions and 31 closed out — a net gain of 5 holders — while 71 added to existing stakes and 108 trimmed.
The largest buyer was BlackRock, adding an estimated $7.16M. The largest seller was Wells Fargo, cutting an estimated $31.5M.
- 259 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2025, down from 260 in Q4 2024.
- Funds reported $492M of iShares Core Moderate Allocation ETF stock for Q1 2025, down 17% quarter-over-quarter.
- 36 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2025 and 31 closed out, a net change of +5 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2025 was BlackRock, an estimated $7.16M added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2025 was Wells Fargo, an estimated $31.5M sold.
Based on aggregated 13F filings for Q1 2025.