iShares Core Moderate Allocation ETF
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
4% more capital invested
Capital invested by funds: $459M [Q2] → $476M (+$17.3M) [Q3]
2% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 92
0.25% more ownership
Funds ownership: 33.15% [Q2] → 33.4% (+0.25%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q2] → 3 (+0) [Q3]
1% less funds holding
Funds holding: 232 [Q2] → 230 (-2) [Q3]
8% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 24
Research analyst outlook
We haven’t received any recent analyst ratings for AOM.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
AOM: A Better Cycle Ahead
The iShares Core Moderate Allocation ETF offers a balanced blend of global stocks and bonds, targeting moderate risk and consistent returns for long-term investors. AOM's portfolio includes a significant allocation to U.S. bonds and large-cap stocks, with additional exposure to international and emerging markets. Compared to peers, AOM's moderate approach and global diversification make it suitable for investors seeking stability over aggressive growth.
Neutral
InvestorPlace
4 months ago
Asset Allocation Alert: 3 ETFs to Get You to a 40/60 Portfolio
Pimco Chief Investment Officer ( CIO ) Dan Ivascyn Recently told Morningstar.com's Sarah Hansen that investors should think about adding more bonds to their investment portfolio. One way to do that is through the use of asset allocation ETFs.
Positive
Seeking Alpha
10 months ago
AOM Vs. Other Tactical ETFs: An Actively Managed Fund Stands Out
iShares Core Moderate Allocation ETF is a fund of funds with a 40/60 allocation model in global equity and bond indexes. Its exposure to foreign securities is about 25%, which implies some currency risk. In a comparison with a few multi-asset tactical ETFs, the best performer is an actively managed fund holding U.S. stocks and bond futures.
Positive
Zacks Investment Research
11 months ago
How to Trade With ETFs & Win in a Record-High Market?
The U.S. market is in great shape as 2023 comes to a close, thanks mainly to a less-hawkish Fed, an Artificial Intelligence (AI) boom and dissipating global growth worries. This is how you can navigate the record high market.
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