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iShares Core Moderate Allocation ETF
AOM

235 hedge funds and large institutions have $478M invested in iShares Core Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $445M → $478M (+$32.6M)

1.34% more ownership

Funds ownership: 32.17% → 33.52% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 94

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 238 → 235 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
97
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCPG
Kavar Capital Partners Group
Kansas
+$11.8M
2
IAIM
International Assets Investment Management
Florida
+$4.12M
3
FFN
Focus Financial Network
Minnesota
+$2.96M
4
Wells Fargo
Wells Fargo
California
+$2.66M
5
LPL Financial
LPL Financial
California
+$1.64M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.96M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.94M
3
FEG
Financial Enhancement Group
Indiana
-$1.71M
4
AG
AlTi Global
New York
-$1.51M
5
Bank of America
Bank of America
North Carolina
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$123M +$75.5K +1,722 +0.1%
LPL Financial
2
LPL Financial
California
$42.3M +$1.64M +37,484 +4%
Morgan Stanley
3
Morgan Stanley
New York
$16M -$813K -18,542 -5%
FIA
4
Foundations Investment Advisors
Arizona
$13.7M +$1.35M +30,870 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.1M -$337K -7,676 -3%
WFS
6
Weitzel Financial Services
Iowa
$12.2M +$286K +6,530 +2%
KCPG
7
Kavar Capital Partners Group
Kansas
$12.1M +$11.8M +269,074 New
Ameriprise
8
Ameriprise
Minnesota
$11.5M +$504K +11,485 +5%
HIP
9
HUB Investment Partners
Texas
$10.5M +$442K +10,074 +5%
Wells Fargo
10
Wells Fargo
California
$10.5M +$2.66M +60,682 +35%
Bank of America
11
Bank of America
North Carolina
$8.42M -$916K -20,900 -10%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.59M -$171K -3,902 -2%
FFN
13
Focus Financial Network
Minnesota
$7.58M +$2.96M +67,429 +67%
WCG
14
Weaver Consulting Group
California
$7.12M +$60.6K +1,382 +0.9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.01M -$198K -4,520 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.67M -$653K -14,886 -9%
IAG
17
Investment Advisory Group
Massachusetts
$5.88M +$81.3K +1,855 +1%
E3F
18
Eight 31 Financial
Texas
$5.23M +$101K +2,305 +2%
BCM
19
Brookstone Capital Management
Illinois
$4.9M +$35.4K +808 +0.7%
RFM
20
Royal Fund Management
Florida
$4.54M +$674K +15,360 +18%
Truist Financial
21
Truist Financial
North Carolina
$4.38M -$23.1K -527 -0.5%
CWA
22
Consilium Wealth Advisory
Texas
$4.36M -$9.95K -227 -0.2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$4.28M +$578K +13,184 +16%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$4.17M +$12.9K +295 +0.3%
LPAM
25
Lodestar Private Asset Management
California
$3.8M +$33.8K +771 +0.9%
1
2 3 4 5

AOM Hedge Fund Activity: Q3 2024 in Review

235 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2024, worth a combined $478M — up 7.3% from $445M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AOM and 19 opened new positions — a net loss of 3 holders — while 94 trimmed existing stakes and 97 added.

The largest buyer was Kavar Capital Partners Group, opening a new position worth an estimated $11.8M. The largest seller was Jane Street, cutting an estimated $4.96M.

  • 235 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2024, down from 238 in Q2 2024.
  • Funds reported $478M of iShares Core Moderate Allocation ETF stock for Q3 2024, up 7.3% quarter-over-quarter.
  • 19 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2024 and 22 closed out, a net change of -3 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q3 2024 was Kavar Capital Partners Group, an estimated $11.8M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q3 2024 was Jane Street, an estimated $4.96M sold.

Based on aggregated 13F filings for Q3 2024.