iShares Core Moderate Allocation ETF
222 hedge funds and large institutions have $405M invested in iShares Core Moderate Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 29 closing their positions.
0.02% less ownership
Funds ownership: 29.54% → 29.52% (-0.02%)
3% less funds holding
Funds holding: 229 → 222 (-7)
10% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 87
11% less capital invested
Capital invested by funds: $454M → $405M (-$49.8M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
17% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.68M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.65M |
| 3 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
+$1.51M |
| 4 |
OAM
Oppenheimer Asset Management
New York
|
+$1.3M |
| 5 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$891K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$5.12M |
| 2 |
Morgan Stanley
New York
|
-$2.97M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.5M |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
-$2.46M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$2.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
William Blair & Company
Chicago,
Illinois
| – | +$392 | +10 | New |
|
AOM Hedge Fund Activity: Q3 2022 in Review
222 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2022, worth a combined $405M — down 11% from $454M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of AOM and 24 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 78 added.
The largest buyer was Raymond James & Associates, adding an estimated $6.68M. The largest seller was Tiedemann Advisors, cutting an estimated $5.12M.
- 222 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2022, down from 229 in Q2 2022.
- Funds reported $405M of iShares Core Moderate Allocation ETF stock for Q3 2022, down 11% quarter-over-quarter.
- 24 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2022 and 29 closed out, a net change of -5 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q3 2022 was Raymond James & Associates, an estimated $6.68M added.
- The largest iShares Core Moderate Allocation ETF seller in Q3 2022 was Tiedemann Advisors, an estimated $5.12M sold.
Based on aggregated 13F filings for Q3 2022.