AOM icon

iShares Core Moderate Allocation ETF

251 hedge funds and large institutions have $599M invested in iShares Core Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
251
Holders Change
+20
Holders Change %
+8.66%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
99
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$99.8M 2,194,117 +8,980 +0.4%
TA
2
Tiedemann Advisors
New York
$69M 1,517,044 -23,232 -2%
LPL Financial
3
LPL Financial
California
$41.7M 918,156 +37,323 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.3M 424,820 +56,225 +15%
AWM
5
AE Wealth Management
Kansas
$18.7M 412,151 -878,636 -68%
Osaic Holdings
6
Osaic Holdings
Arizona
$17.8M 391,575 +12,612 +3%
Wells Fargo
7
Wells Fargo
California
$17.6M 386,434 +116,460 +43%
Bank of America
8
Bank of America
North Carolina
$17.5M 384,285 +43,980 +13%
CIA
9
Compass Ion Advisors
Pennsylvania
$14.7M 323,609 +306,897 +1,836%
Morgan Stanley
10
Morgan Stanley
New York
$14.7M 323,037 +32,049 +11%
TC
11
Trilogy Capital
California
$14.4M 316,742 -5,140 -2%
PPA
12
Parametric Portfolio Associates
Washington
$12.2M 268,379 +253,778 +1,738%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$10.3M 226,798 +733 +0.3%
Ameriprise
14
Ameriprise
Minnesota
$9.53M 209,622 +111,988 +115%
GM
15
GeoWealth Management
Illinois
$9.31M 204,735 +204,735 New
AAS
16
Ameritas Advisory Services
Nebraska
$9.18M 201,829 +201,829 New
TCMP
17
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.66M 190,477 +65,082 +52%
WCG
18
Weaver Consulting Group
California
$8.25M 181,467 -2,165 -1%
AL
19
Aspiriant LLC
California
$7.9M 173,655 -13,731 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.6M 167,204 +20,083 +14%
RJA
21
Raymond James & Associates
Florida
$6.61M 145,354 +127,150 +698%
BCM
22
Brookstone Capital Management
Illinois
$6M 133,781 +20,328 +18%
PAMG
23
Patton Albertson Miller Group
Tennessee
$5.28M 116,211 +23,571 +25%
GWM
24
Geneos Wealth Management
Colorado
$5.26M 115,750 +2,666 +2%
BFA
25
Beacon Financial Advisory
Ohio
$4.75M 104,542 -2,798 -3%