iShares Core Moderate Allocation ETF
300 hedge funds and large institutions have $658M invested in iShares Core Moderate Allocation ETF in 2026 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 95 reducing their positions, and 24 closing their positions.
58% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 24
27% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 95
5% more capital invested
Capital invested by funds: $624M → $658M (+$34M)
2% more funds holding
Funds holding: 294 → 300 (+6)
0.44% less ownership
Funds ownership: 37.03% → 36.59% (-0.44%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
+$9.05M |
| 2 |
BCM
Basso Capital Management
Stamford,
Connecticut
|
+$3.07M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$3.01M |
| 4 |
CPW
Cogent Private Wealth
Orlando,
Florida
|
+$2.61M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
-$12.3M |
| 2 |
Morgan Stanley
New York
|
-$8.56M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$4.57M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.44M |
| 5 |
SI
Seeds Investor
New York
|
-$1.42M |
AOM Hedge Fund Activity: Q2 2026 in Review
300 institutional investors reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2026, worth a combined $658M — up 5.4% from $624M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AOM positions and 24 closed out — a net gain of 14 holders — while 121 added to existing stakes and 95 trimmed.
The largest buyer was Wedbush Securities, adding an estimated $9.05M. The largest seller was Kavar Capital Partners Group, exiting entirely with an estimated $12.3M sold.
- 300 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2026, up from 294 in Q1 2026.
- Funds reported $658M of iShares Core Moderate Allocation ETF stock for Q2 2026, up 5.4% quarter-over-quarter.
- 38 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2026 and 24 closed out, a net change of +14 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q2 2026 was Wedbush Securities, an estimated $9.05M added.
- The largest iShares Core Moderate Allocation ETF seller in Q2 2026 was Kavar Capital Partners Group, an estimated $12.3M sold.
Based on aggregated 13F filings for Q2 2026.