iShares Core Moderate Allocation ETF
36 hedge funds and large institutions have $29.8M invested in iShares Core Moderate Allocation ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2.02% less ownership
Funds ownership: 14.01% → 11.99% (-2%)
8% less capital invested
Capital invested by funds: $32.4M → $29.8M (-$2.68M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$935K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$328K |
| 3 |
GF
Gerstein Fisher
New York
|
+$321K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$267K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Acertus Capital Management
Morristown,
New Jersey
|
-$1.95M |
| 2 |
MG
MDE Group
Morristown,
New Jersey
|
-$1.95M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$851K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$654K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$424K |
AOM Hedge Fund Activity: Q2 2014 in Review
36 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2014, worth a combined $29.8M — down 8.3% from $32.4M a quarter earlier.
Fund positioning in AOM was balanced in Q2 2014: 6 funds opened new positions, 6 closed out, 21 added to existing stakes and 6 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $935K. The largest seller was Acertus Capital Management, cutting an estimated $1.95M.
- 36 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $29.8M of iShares Core Moderate Allocation ETF stock for Q2 2014, down 8.3% quarter-over-quarter.
- 6 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2014 and 6 closed out, a net change of 0 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q2 2014 was BlackRock Institutional Trust, an estimated $935K added.
- The largest iShares Core Moderate Allocation ETF seller in Q2 2014 was Acertus Capital Management, an estimated $1.95M sold.
Based on aggregated 13F filings for Q2 2014.