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iShares Core Moderate Allocation ETF
AOM

55 hedge funds and large institutions have $94.6M invested in iShares Core Moderate Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

203% more capital invested

Capital invested by funds: $31.2M → $94.6M (+$63.4M)

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

45% more funds holding

Funds holding: 38 → 55 (+17)

14.73% more ownership

Funds ownership: 12.16% → 26.89% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
55
Holders Change
+17
Holders Change %
+44.74%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
21
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$21.5M
2
MAA
Managed Account Advisors
New Jersey
+$14.3M
3
Bank of America
Bank of America
North Carolina
+$7.4M
4
VKH
Virtu KCG Holdings
New York
+$2.53M
5
SWP
Stratos Wealth Partners
Ohio
+$2.42M

Top Sellers

1
ACM
Acertus Capital Management
New Jersey
-$496K
2
MG
MDE Group
New Jersey
-$496K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$333K
4
Northern Trust
Northern Trust
Illinois
-$249K
5
NC
NewSquare Capital
Pennsylvania
-$134K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Waverly Advisors
Alabama
$585K +$45.8K +1,306 +9%
BSWM
27
Boston Standard Wealth Management
Massachusetts
$491K +$493K +14,052 New
GF
28
Gerstein Fisher
New York
$427K +$7.15K +204 +2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$364K +$363K +10,346 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$362K -$333K -9,500 -48%
PI
31
Placemark Investments
Illinois
$326K +$325K +9,265 New
W
32
Wealthquest
Ohio
$315K +$314K +8,951 New
ACS
33
Archford Capital Strategies
Illinois
$301K +$42.9K +1,223 +17%
PAG
34
Private Advisor Group
New Jersey
$298K +$28.5K +813 +11%
CAN
35
Cetera Advisor Networks
California
$289K +$82.4K +2,350 +40%
AIG
36
American International Group
New York
$284K -$33.5K -956 -11%
HNB
37
Huntington National Bank
Ohio
$255K – – –
OAJ
38
Ogorek Anthony Joseph
New York
$244K +$238K +6,782 New
ACM
39
Acertus Capital Management
New Jersey
$242K -$496K -14,143 -67%
MG
40
MDE Group
New Jersey
$242K -$496K -14,143 -67%
CA
41
Cetera Advisors
Colorado
$228K +$228K +6,491 New
ICAS
42
Investors Capital Advisory Services
Massachusetts
$220K +$220K +6,269 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$172K +$148K +4,210 +610%
EK
44
Evensky & Katz
Florida
$149K +$140K +3,995 +1,579%
MFS
45
MSI Financial Services
Massachusetts
$92K +$89.9K +2,565 +4,275%
NES
46
New England Securities
New York
$70K – – –
Creative Planning
47
Creative Planning
Kansas
$47K – – –
NFG
48
Next Financial Group
Texas
$35K +$18.4K +525 +111%
IF
49
Ironwood Financial
Arizona
$30K +$30.1K +859 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$18K – – –
1
2
3

AOM Hedge Fund Activity: Q4 2014 in Review

55 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2014, worth a combined $94.6M — up 203% from $31.2M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AOM positions and 1 closed out — a net gain of 18 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $21.5M. The largest seller was Acertus Capital Management, cutting an estimated $496K.

  • 55 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2014, up from 38 in Q3 2014.
  • Funds reported $94.6M of iShares Core Moderate Allocation ETF stock for Q4 2014, up 203% quarter-over-quarter.
  • 19 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2014 and 1 closed out, a net change of +18 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q4 2014 was Wells Fargo, an estimated $21.5M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q4 2014 was Acertus Capital Management, an estimated $496K sold.

Based on aggregated 13F filings for Q4 2014.