iShares Core Moderate Allocation ETF
27 hedge funds and large institutions have $24.4M invested in iShares Core Moderate Allocation ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.98% less ownership
Funds ownership: 15.82% → 12.85% (-3%)
10% less funds holding
Funds holding: 30 → 27 (-3)
16% less capital invested
Capital invested by funds: $28.9M → $24.4M (-$4.58M)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$406K |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$307K |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$205K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$199K |
| 5 |
Morgan Stanley
New York
|
+$162K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
MDE Group
Morristown,
New Jersey
|
-$2.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.63M |
| 3 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$647K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$512K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$504K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $11K | +$8.96K | +272 | +389% |
|
|
DWA
27
Dorsey Wright & Associates
Pasadena,
California
| $311 | +$307K | +9,330 | New |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.63M | -50,370 | Closed |
|
|
FCI
29
Financial Counselors Inc
Overland Park,
Kansas
| – | -$647K | -19,974 | Closed |
|
|
RJFSA
30
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$504K | -15,569 | Closed |
|
|
KA
31
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$308K | -9,500 | Closed |
|
32
Jane Street
New York
| – | -$274K | -8,456 | Closed |
|
|
FA
33
Financial Advantage
Columbia,
Maryland
| – | -$43K | -1,331 | Closed |
|
AOM Hedge Fund Activity: Q3 2013 in Review
27 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2013, worth a combined $24.4M — down 16% from $28.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of AOM and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 9 added.
The largest buyer was UBS, adding an estimated $406K. The largest seller was MDE Group, cutting an estimated $2.14M.
- 27 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2013, down from 30 in Q2 2013.
- Funds reported $24.4M of iShares Core Moderate Allocation ETF stock for Q3 2013, down 16% quarter-over-quarter.
- 3 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2013 and 6 closed out, a net change of -3 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q3 2013 was UBS, an estimated $406K added.
- The largest iShares Core Moderate Allocation ETF seller in Q3 2013 was MDE Group, an estimated $2.14M sold.
Based on aggregated 13F filings for Q3 2013.