AOM icon

iShares Core Moderate Allocation ETF

248 hedge funds and large institutions have $686M invested in iShares Core Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 21 closing their positions.

Holders
248
Holders Change
+27
Holders Change %
+12.22%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
53
Increased
85
Reduced
86
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$89.2M 2,347,449 +22,067 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$66.3M 1,743,320 +1,258,806 +260%
TA
3
Tiedemann Advisors
New York
$49.7M 1,306,435 -130,510 -9%
AT
4
Arden Trust
Delaware
$48.4M 1,273,888 +1,258,088 +7,963%
Franklin Resources
5
Franklin Resources
California
$48.1M 1,265,188 +1,265,188 New
RJA
6
Raymond James & Associates
Florida
$43.3M 1,139,222 +869,813 +323%
LPL Financial
7
LPL Financial
California
$30.4M 799,060 -29,801 -4%
Wells Fargo
8
Wells Fargo
California
$22.1M 580,634 +294,263 +103%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19M 500,103 +32,875 +7%
Bank of America
10
Bank of America
North Carolina
$18.4M 485,175 +248,460 +105%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.1M 396,663 +81,013 +26%
Jane Street
12
Jane Street
New York
$12M 315,555 +281,246 +820%
AAS
13
Ameritas Advisory Services
Nebraska
$7.84M 206,169 -31,757 -13%
FAIM
14
Financial Advocates Investment Management
Washington
$7.6M 23,923 +23,923 New
AWM
15
AE Wealth Management
Kansas
$7.42M 195,111 -10,236 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.34M 193,050 -13,782 -7%
WFS
17
Weitzel Financial Services
Iowa
$7.05M 185,539 +32,820 +21%
WCG
18
Weaver Consulting Group
California
$6.43M 169,035 -22,360 -12%
Truist Financial
19
Truist Financial
North Carolina
$6.25M 164,537 +155,685 +1,759%
PAMG
20
Patton Albertson Miller Group
Tennessee
$5.61M 147,707 +106,322 +257%
BCI
21
Brinker Capital Investments
Pennsylvania
$5.32M 140,084 +134,078 +2,232%
TCMP
22
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.8M 126,154 -14,224 -10%
FA
23
Financial Advisors
Massachusetts
$4.79M 125,903 +125,903 New
Ameriprise
24
Ameriprise
Minnesota
$4.76M 125,203 +36,632 +41%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.59M 120,677 +52,759 +78%