iShares Core Moderate Allocation
AOM • ARCA
iShares Core Moderate Allocation is an exchange-traded fund on ARCA. As of Q3 2025, 256 institutional investors hold shares in this ETF, with total holdings valued at $538.5M. BlackRock, Inc. is the largest holder with a position valued at $137.4M.
Overview
Overview of institutional ownership in AOM as of Q3 2025
All Institutions
- Institutions
- 256
- Value Held
- $538.5M
- Shares Held
- 11.3M
- Avg Position
- $2.1M
- Median Position
- $377.7K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $755.5K
- Shares Held
- 15.9K
- Avg Position
- $251.8K
- Median Position
- $217.0K
Biggest Investors
Institutions with the largest positions in AOM as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $137.4M 0.00% of portfolio |
L LPL Financial LLC Institution | $51.7M 0.02% of portfolio |
 Foundations Investment Advisors, LLC RIA/Wealth | $24.2M 0.36% of portfolio |
 MORGAN STANLEY RIA/Wealth | $17.4M 0.00% of portfolio |
 Weitzel Financial Services, Inc. RIA/Wealth | $13.6M 5.55% of portfolio |
R ROYAL BANK OF CANADA Institution | $13.6M 0.00% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $13.4M 0.00% of portfolio |
T TCG Advisory Services, LLC RIA/Wealth | $13.3M 0.49% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $12.3M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $11.1M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AOM in Q3 2025
- Traded
- −$8.3M
- Buyers
- 124
- Sellers
- 118
- Total Bought
- +$30.0M
- Total Sold
- −$38.3M
- Avg Position
- $1.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 HANOVER ADVISORS INC RIA/Wealth | +$5.7M +119.9K shares |
L LPL Financial LLC Institution | +$4.6M +96.1K shares |
 Enclave Advisors LLC RIA/Wealth | +$2.3M +48.0K shares |
+$1.8M +38.3K shares | |
BANK OF AMERICA CORP /DE/ Institution | +$1.6M +33.1K shares |
 Cetera Investment Advisers RIA/Wealth | +$1.5M +30.6K shares |
 SEEDS INVESTOR LLC Long Only Manager | +$1.0M +21.5K shares |
 DENVER WEALTH MANAGEMENT, INC. RIA/Wealth | +$734.1K +15.4K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$718.9K +15.1K shares |
 LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | +$619.6K +13.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 KAVAR CAPITAL PARTNERS GROUP, LLC RIA/Wealth | −$12.3M −267.6K shares |
 AE Wealth Management LLC RIA/Wealth | −$3.7M −77.6K shares |
 Royal Fund Management, LLC RIA/Wealth | −$3.0M −63.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.3M −49.7K shares |
MORGAN STANLEY RIA/Wealth | −$2.0M −42.9K shares |
B BlackRock, Inc. Institution | −$1.8M −38.4K shares |
G GTS SECURITIES LLC Institution | −$1.8M −36.9K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | −$1.3M −27.9K shares |
A Advisor Group Holdings, Inc. Institution | −$1.0M −21.4K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$964.6K −20.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AOM in Q3 2025
- New Positions
- 11
- New Value
- $4.7M
- Exited Positions
- 22
- Exited Value
- $16.9M
New Positions
| Institution | Position Value |
|---|---|
Enclave Advisors LLC RIA/Wealth | $2.3M 48.0K shares |
DENVER WEALTH MANAGEMENT, INC. RIA/Wealth | $734.1K 15.4K shares |
$487.9K 10.3K shares | |
M MISSION WEALTH MANAGEMENT, LLC Institution | $341.2K 7.2K shares |
 PFG Private Wealth Management, LLC RIA/Wealth | $251.0K 5.3K shares |
 WEALTHGARDEN F.S. LLC Private Equity | $202.4K 4.2K shares |
R Root Financial Partners, LLC RIA/Wealth | $139.2K 2.9K shares |
 Strategic Advocates LLC RIA/Wealth | $134.5K 2.8K shares |
 Painted Porch Advisors LLC RIA/Wealth | $51.0K 1.1K shares |
D Dunhill Financial, LLC RIA/Wealth | $17.4K 365.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
KAVAR CAPITAL PARTNERS GROUP, LLC RIA/Wealth | $12.3M 267.6K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.3M 49.7K shares |
A Atlas Private Wealth Advisors RIA/Wealth | $386.4K 8.4K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $338.1K 7.3K shares |
 Buckingham Strategic Partners RIA/Wealth | $304.2K 6.6K shares |
 Archvest Wealth Advisors, Inc. RIA/Wealth | $258.5K 5.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $223.3K 4.9K shares |
P Philip James Wealth Mangement, LLC Institution | $221.2K 4.8K shares |
$200.9K 4.4K shares | |
U UMA Financial Services, Inc. RIA/Wealth | $94.3K 2.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in AOM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AOM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Weitzel Financial Services, Inc. RIA/Wealth | 5.55% $13.6M |
2.51% $4.4M | |
HANOVER ADVISORS INC RIA/Wealth | 2.38% $6.0M |
 Taylor Financial Group, Inc. RIA/Wealth | 2.06% $3.6M |
W Weaver Consulting Group RIA/Wealth | 2.00% $7.7M |
 Investment Advisory Group, LLC RIA/Wealth | 1.82% $6.7M |
 Consilium Wealth Advisory, LLC RIA/Wealth | 1.72% $4.5M |
 LifePlan Financial, LLC RIA/Wealth | 1.24% $1.6M |
 JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | 1.04% $1.6M |
SEEDS INVESTOR LLC Long Only Manager | 0.92% $4.4M |
Hedge Fund Spotlight
Discover hedge funds investing in AOM
C
Cardinal Point Capital Management, ULC
Hedge Fund • Value
Portfolio ManagerMichelle Lynn Yarwood
- Portfolio Value
- $1.4B
- Positions
- 267
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Core Moderate Allocation
- Market Value
- $217.0K
- Shares Held
- 4.6K
- Portfolio Weight
- 0.02%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $186.2M | 12.94% | |
ETF ETF | $71.8M | 4.99% | |
Consumer Electronics Technology | $70.6M | 4.91% |
