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iShares Core Moderate Allocation ETF
AOM

35 hedge funds and large institutions have $41.5M invested in iShares Core Moderate Allocation ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

70% more capital invested

Capital invested by funds: $24.4M → $41.5M (+$17.1M)

30% more funds holding

Funds holding: 27 → 35 (+8)

6.27% more ownership

Funds ownership: 12.85% → 19.11% (+6.3%)

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
15
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$10.2M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$843K
3
U
UBS
Switzerland
+$683K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$602K
5
MAA
Managed Account Advisors
New Jersey
+$451K

Top Sellers

1
MG
MDE Group
New Jersey
-$1.99M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$682K
3
PAS
Partnervest Advisory Services
California
-$108K
4
Deutsche Bank
Deutsche Bank
Germany
-$73K
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$53.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Partnervest Advisory Services
California
$277K -$108K -3,177 -28%
MAS
27
Madden Advisory Services
Florida
$277K +$274K +8,075 New
VFS
28
VSR Financial Services
Kansas
$245K +$242K +7,127 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$192K +$27.1K +800 +17%
AIG
30
American International Group
New York
$174K +$11.9K +350 +7%
PWAG
31
Polaris Wealth Advisory Group
California
$59K -$20.5K -604 -26%
LFG
32
LifePlan Financial Group
Ohio
$41K +$40.6K +1,198 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$31K -$53.8K -1,588 -64%
Creative Planning
34
Creative Planning
Kansas
$20K +$8.51K +251 +73%
NES
35
New England Securities
New York
$17K – – –
Deutsche Bank
36
Deutsche Bank
Germany
– -$73K -2,207 Closed
RIA
37
Regal Investment Advisors
Michigan
– -$25K -759 Closed
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