AOM icon

iShares Core Moderate Allocation ETF

216 hedge funds and large institutions have $408M invested in iShares Core Moderate Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 23 closing their positions.

Holders
216
Holders Change
-9
Holders Change %
-4%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
17
Increased
75
Reduced
88
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$101M 2,502,770 +19,635 +0.8%
LPL Financial
2
LPL Financial
California
$30.4M 753,162 -12,326 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17M 420,409 -9,405 -2%
Bank of America
4
Bank of America
North Carolina
$16M 395,379 +13,551 +4%
Morgan Stanley
5
Morgan Stanley
New York
$14.8M 367,069 -274,222 -43%
Osaic Holdings
6
Osaic Holdings
Arizona
$12.3M 304,118 -82,396 -21%
TA
7
Tiedemann Advisors
New York
$10.9M 270,352 -395,592 -59%
WFS
8
Weitzel Financial Services
Iowa
$8.73M 216,022 +13,604 +7%
Wells Fargo
9
Wells Fargo
California
$8.2M 202,859 -53,249 -21%
Jane Street
10
Jane Street
New York
$7.49M 185,408 -185,956 -50%
FAIM
11
Financial Advocates Investment Management
Washington
$7.48M 32,711 +17,248 +112%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.96M 172,123 -158 -0.1%
AWM
13
AE Wealth Management
Kansas
$6.85M 169,537 -33,024 -16%
WCG
14
Weaver Consulting Group
California
$6.61M 163,574 -2,400 -1%
RL
15
Retireful LLC
Michigan
$5.17M 128,040 +86,046 +205%
Truist Financial
16
Truist Financial
North Carolina
$4.54M 112,333 -30,549 -21%
IAG
17
Investment Advisory Group
Massachusetts
$4.53M 112,178 +2,053 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.53M 112,184 +1,546 +1%
TCMP
19
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.5M 111,445 -5,473 -5%
BCM
20
Brookstone Capital Management
Illinois
$4.5M 113,215 +3,234 +3%
PA
21
Paragon Advisors
Texas
$3.82M 94,453 +20,339 +27%
FFBTD
22
First Financial Bank - Trust Division
Ohio
$3.72M 92,002 -4,674 -5%
CWA
23
Consilium Wealth Advisory
Texas
$3.68M 91,031 +82,239 +935%
LPAM
24
Lodestar Private Asset Management
California
$3.6M 89,208 +885 +1%
FFN
25
Focus Financial Network
Minnesota
$3.41M 84,387 +1,422 +2%