iShares Core 40/60 Moderate Allocation ETF
AOM
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 50 Hudson Yards New York NY United States of America 10001
- IPO Date
- Nov 11, 2008
- CIK
- 0001100663
- Website
- ishares.com
- Similar Companies
- Business
- iShares Core Moderate Allocation ETF (AOM) is an exchange-traded fund that seeks to track the investment results of an index composed of underlying equity and fixed income funds, reflecting a moderate target risk allocation strategy with approximately 40% equities and 60% fixed income. Issued by BlackRock under the iShares brand, the ETF provides investors with diversified exposure through a portfolio of core iShares ETFs, including iShares Core Total USD Bond Market ETF (IUSB, 47.97% weight); iShares Core S&P 500 ETF (IVV, 25.43% weight); iShares Core MSCI International Developed Markets ETF (IDEV, 11.41% weight); and others covering U.S. and international equities, aggregate bonds, and short-term treasuries. It targets long-term investors seeking balanced growth and income with moderate volatility, serving retail and institutional clients across the United States via NYSE Arca listing. Launched on November 4, 2008, and domiciled in the United States with BlackRock, Inc. as sponsor and investment adviser headquartered in New York, the fund maintains a net expense ratio of 0.15% following recent fee waivers of 0.05%, down from a gross ratio of 0.20%; total net assets stand at approximately $1.62 billion. The ETF employs a representative sampling technique to mirror the S&P Target Risk Moderate Index, investing in growth and value stocks across market capitalizations alongside U.S. Treasury bonds and other fixed income instruments without pursuing ESG strategies. It operates primarily in developed markets, with geographic focus on the U.S. for fixed income and global equities through underlying funds. Recent developments include sustained hedge fund interest in 2025 Q3, with 67% more funds in the top 10 holders (increasing to 5), alongside a 2% reduction in total capital invested to $530 million amid 99 position increases versus 92 reductions; performance metrics show YTD returns of 11.08% and 1-year total returns of 8.85% as of late 2025. No major acquisitions, partnerships, or structural changes have been announced for the ETF itself within the last 1-2 years, though BlackRock continues to emphasize core allocation ETFs for long-term portfolio construction amid market volatility. Ongoing portfolio rebalancing maintains the 40/60 risk profile, with updated holdings reflecting current market weights.