iShares Core Moderate Allocation ETF
294 hedge funds and large institutions have $624M invested in iShares Core Moderate Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 100 reducing their positions, and 26 closing their positions.
54% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 26
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
3% more funds holding
Funds holding: 286 → 294 (+8)
4% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 100
4% less capital invested
Capital invested by funds: $648M → $624M (-$24.3M)
1.21% less ownership
Funds ownership: 38.25% → 37.03% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
+$12.5M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$5.8M |
| 3 |
BlackRock
New York
|
+$5.09M |
| 4 |
HFA
Hershey Financial Advisers
Lancaster,
Pennsylvania
|
+$3.85M |
| 5 |
JP Morgan Chase
New York
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$16.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12.1M |
| 3 |
HIP
HUB Investment Partners
Austin,
Texas
|
-$11.9M |
| 4 |
Morgan Stanley
New York
|
-$6.84M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.13M |
AOM Hedge Fund Activity: Q1 2026 in Review
294 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2026, worth a combined $624M — down 3.8% from $648M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new AOM positions and 26 closed out — a net gain of 14 holders — while 104 added to existing stakes and 100 trimmed.
The largest buyer was Kavar Capital Partners Group, opening a new position worth an estimated $12.5M. The largest seller was Raymond James Financial, cutting an estimated $16.3M.
- 294 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2026, up from 286 in Q4 2025.
- Funds reported $624M of iShares Core Moderate Allocation ETF stock for Q1 2026, down 3.8% quarter-over-quarter.
- 40 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2026 and 26 closed out, a net change of +14 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2026 was Kavar Capital Partners Group, an estimated $12.5M added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2026 was Raymond James Financial, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2026.