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iShares Core Moderate Allocation ETF
30 hedge funds and large institutions have $28.9M invested in iShares Core Moderate Allocation ETF in 2013 Q2 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
15.82% more ownership
Funds ownership: 0% → 15.82% (+16%)
Holders
30
Holders Change
+30
Holders Change %
–
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
26
Regal Investment Advisors
Kentwood,
Michigan
| $69K | +$70.5K | +2,140 | New |
|
|
FA
27
Financial Advantage
Columbia,
Maryland
| $43K | +$43.8K | +1,331 | New |
|
|
NES
28
New England Securities
New York
| $16K | +$16.5K | +500 | New |
|
29
Creative Planning
Overland Park,
Kansas
| $2K | +$2.31K | +70 | New |
|
30
Envestnet Asset Management
Chicago,
Illinois
| – | +$33 | +1 | New |
|
AOM Hedge Fund Activity: Q2 2013 in Review
30 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2013, worth a combined $28.9M.
Buyers outnumbered sellers: 30 funds opened new AOM positions and 0 closed out — a net gain of 30 holders — while 0 added to existing stakes and 0 trimmed.
- 30 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2013, up from 0 in Q1 2013.
- Funds reported $28.9M of iShares Core Moderate Allocation ETF stock for Q2 2013.
- 30 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2013 and 0 closed out, a net change of +30 holders.
Based on aggregated 13F filings for Q2 2013.