iShares Core Moderate Allocation ETF
221 hedge funds and large institutions have $529M invested in iShares Core Moderate Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 33 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 63
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
6% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 33
3% less funds holding
Funds holding: 227 → 221 (-6)
4.27% less ownership
Funds ownership: 38.4% → 34.13% (-4.3%)
6% less capital invested
Capital invested by funds: $564M → $529M (-$34.9M)
Top Buyers
| 1 |
BlackRock
New York
|
+$6.58M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.55M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.97M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.94M |
| 5 |
RA
RiverTree Advisors
Winter Park,
Florida
|
+$3.84M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -78 | Closed |
|
|
GFPC
252
Global Financial Private Client
Sarasota,
Florida
| – | -$2.2K | -51 | Closed |
|
|
SIAG
253
Safeguard Investment Advisory Group
Corona,
California
| – | -$1K | -25 | Closed |
|
|
MF
254
Manchester Financial
Westlake Village,
California
| – | -$1K | -15 | Closed |
|
AOM Hedge Fund Activity: Q1 2021 in Review
221 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2021, worth a combined $529M — down 6.2% from $564M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of AOM and 31 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 95 added.
The largest buyer was BlackRock, adding an estimated $6.58M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $39.6M sold.
- 221 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2021, down from 227 in Q4 2020.
- Funds reported $529M of iShares Core Moderate Allocation ETF stock for Q1 2021, down 6.2% quarter-over-quarter.
- 31 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2021 and 33 closed out, a net change of -2 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2021 was BlackRock, an estimated $6.58M added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2021 was Simplicity Solutions, an estimated $39.6M sold.
Based on aggregated 13F filings for Q1 2021.