AOM · iShares Core 40/60 Moderate Allocation ETF ETF
$49.85
+0.02 (+0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $354,917
Total Shares: 7,114
Institutional Ownership Trend
19 quarters
Holder Concentration
Across 1 13F filers · Δ vs Jun 30, 2024Top Holder
100.0%
+72.5 pts
Top 5
100.0%
+53.9 pts
Top 10
100.0%
+42.8 pts
HHI
10,000
Highly concentrated+9,077
Quarterly Activity
vs Jun 30, 2024
New
0
Increased
0
Decreased
1
Sold Out
220
Unchanged
0
Holder count:
-220
Institutional value:
-99.9%
Shares held:
-99.9%
Top Buyers
vs Jun 30, 2024No qualifying movers this quarter.
Top Sellers
vs Jun 30, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −13,436 | 7,114 |
Top New Positions
vs Jun 30, 2024No new positions this quarter.
Top Sold-Out Positions
vs Jun 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BlackRock Inc. | 2,727,773 | $117,321,516 | |
| Mega LPL Financial LLC | 901,215 | $38,761,257 | |
| Mega MORGAN STANLEY | 373,300 | $16,055,632 | |
| Mega ROYAL BANK OF CANADA | 298,401 | $12,834,224 | |
| Mid Foundations Investment Advisors, LLC | 273,153 | $11,748,310 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC AOM | $354,917 | 100.00% | 7,114 | Shares | 2026-09-02 |