iShares Core Moderate Allocation ETF
AOM
261 hedge funds and large institutions have $601M invested in iShares Core Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 72 reducing their positions, and 18 closing their positions.
172% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 18
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
67% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 72
26% more capital invested
Capital invested by funds: $478M → $601M (+$123M)
11% more funds holding
Funds holding: 235 → 261 (+26)
6.28% more ownership
Funds ownership: 33.22% → 39.49% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$32.7M |
| 3 |
AT
American Trust
Lexington,
Kentucky
|
+$7.36M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.5M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
-$12.1M |
| 2 |
Jane Street
New York
|
-$1.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$696K |
| 5 |
JP Morgan Chase
New York
|
-$686K |
AOM Hedge Fund Activity: Q4 2024 in Review
261 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2024, worth a combined $601M — up 26% from $478M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new AOM positions and 18 closed out — a net gain of 31 holders — while 120 added to existing stakes and 72 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33M. The largest seller was Kavar Capital Partners Group, exiting entirely with an estimated $12.1M sold.
- 261 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2024, up from 235 in Q3 2024.
- Funds reported $601M of iShares Core Moderate Allocation ETF stock for Q4 2024, up 26% quarter-over-quarter.
- 49 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2024 and 18 closed out, a net change of +31 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2024 was Morgan Stanley, an estimated $33M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2024 was Kavar Capital Partners Group, an estimated $12.1M sold.
Based on aggregated 13F filings for Q4 2024.