SRS Capital Advisors Inc. Raises Stock Position in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

SRS Capital Advisors Inc. boosted its position in shares of iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) by 8.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,002 shares of the company’s stock after acquiring an additional 655 shares during the period. SRS Capital Advisors Inc.’s holdings in iShares Core 40/60 Moderate Allocation ETF were worth $348,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Aptus Capital Advisors LLC grew its stake in iShares Core 40/60 Moderate Allocation ETF by 502.7% during the third quarter. Aptus Capital Advisors LLC now owns 669 shares of the company’s stock valued at $30,000 after acquiring an additional 558 shares in the last quarter. Comprehensive Financial Planning Inc. PA purchased a new position in iShares Core 40/60 Moderate Allocation ETF during the fourth quarter valued at approximately $51,000. Sunbelt Securities Inc. grew its stake in iShares Core 40/60 Moderate Allocation ETF by 19.2% during the third quarter. Sunbelt Securities Inc. now owns 2,450 shares of the company’s stock valued at $111,000 after acquiring an additional 395 shares in the last quarter. Hantz Financial Services Inc. purchased a new position in iShares Core 40/60 Moderate Allocation ETF during the fourth quarter valued at approximately $107,000. Finally, WestEnd Advisors LLC purchased a new position in iShares Core 40/60 Moderate Allocation ETF during the fourth quarter valued at approximately $110,000.

iShares Core 40/60 Moderate Allocation ETF Price Performance

AOM stock opened at $44.30 on Tuesday. iShares Core 40/60 Moderate Allocation ETF has a one year low of $41.10 and a one year high of $45.31. The stock has a market cap of $1.45 billion, a PE ratio of 21.42 and a beta of 0.49. The firm has a 50 day simple moving average of $43.96 and a two-hundred day simple moving average of $44.27.

iShares Core 40/60 Moderate Allocation ETF Profile

iShares Moderate Allocation ETF, formerly iShares S&P Moderate Allocation Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Moderate Index (the Moderate Allocation Index). The Moderate Allocation Index seeks to measure the performance of an asset allocation strategy targeted to a moderate risk profile.