iShares Core Moderate Allocation ETF
AOM
234 hedge funds and large institutions have $427M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 99 reducing their positions, and 37 closing their positions.
6.36% less ownership
Funds ownership: 37.09% → 30.73% (-6.4%)
8% less funds holding
Funds holding: 254 → 234 (-20)
20% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 99
23% less capital invested
Capital invested by funds: $552M → $427M (-$125M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
43% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.1M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$5.31M |
| 3 |
RL
Retireful LLC
Haslett,
Michigan
|
+$3.23M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$3.04M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$41.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$31.4M |
| 3 |
Morgan Stanley
New York
|
-$21.9M |
| 4 |
JP Morgan Chase
New York
|
-$16.4M |
| 5 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
-$11.4M |
AOM Hedge Fund Activity: Q1 2024 in Review
234 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2024, worth a combined $427M — down 23% from $552M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of AOM and 21 opened new positions — a net loss of 16 holders — while 99 trimmed existing stakes and 79 added.
The largest buyer was BlackRock, adding an estimated $6.1M. The largest seller was Raymond James & Associates, cutting an estimated $41.1M.
- 234 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2024, down from 254 in Q4 2023.
- Funds reported $427M of iShares Core Moderate Allocation ETF stock for Q1 2024, down 23% quarter-over-quarter.
- 21 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2024 and 37 closed out, a net change of -16 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2024 was BlackRock, an estimated $6.1M added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2024 was Raymond James & Associates, an estimated $41.1M sold.
Based on aggregated 13F filings for Q1 2024.