iShares Core Moderate Allocation ETF
AOM
286 hedge funds and large institutions have $648M invested in iShares Core Moderate Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 78 reducing their positions, and 20 closing their positions.
140% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 20
64% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 78
20% more capital invested
Capital invested by funds: $541M → $648M (+$107M)
9% more funds holding
Funds holding: 263 → 286 (+23)
4.62% more ownership
Funds ownership: 33.63% → 38.25% (+4.6%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.5M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$17.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$13.7M |
| 4 |
AA
AJ Advisors
Nashville,
Tennessee
|
+$12.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AT
American Trust
Lexington,
Kentucky
|
-$3.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.21M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.49M |
| 4 |
HA
Hanover Advisors
Seneca,
South Carolina
|
-$2.25M |
| 5 |
JP Morgan Chase
New York
|
-$1.2M |
AOM Hedge Fund Activity: Q4 2025 in Review
286 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2025, worth a combined $648M — up 20% from $541M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new AOM positions and 20 closed out — a net gain of 28 holders — while 128 added to existing stakes and 78 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.5M. The largest seller was American Trust, cutting an estimated $3.5M.
- 286 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2025, up from 263 in Q3 2025.
- Funds reported $648M of iShares Core Moderate Allocation ETF stock for Q4 2025, up 20% quarter-over-quarter.
- 48 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2025 and 20 closed out, a net change of +28 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2025 was Morgan Stanley, an estimated $23.5M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2025 was American Trust, an estimated $3.5M sold.
Based on aggregated 13F filings for Q4 2025.