iShares Core Moderate Allocation ETF
88 hedge funds and large institutions have $184M invested in iShares Core Moderate Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
7% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 29
0% more funds holding
Funds holding: 88 → 88 (0)
14.78% less ownership
Funds ownership: 43.89% → 29.12% (-15%)
41% less capital invested
Capital invested by funds: $313M → $184M (-$130M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$24.4M |
| 2 |
TA
Tiedemann Advisors
New York
|
+$8.58M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$1.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.05M |
| 5 |
MFS
Madrona Financial Services
Everett,
Washington
|
+$998K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$94.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$41.8M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$8.39M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.07M |
| 5 |
Morgan Stanley
New York
|
-$2.48M |
AOM Hedge Fund Activity: Q1 2017 in Review
88 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2017, worth a combined $184M — down 41% from $313M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AOM positions and 7 closed out — a net gain of 2 holders — while 31 added to existing stakes and 29 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $24.4M. The largest seller was Bank of America, cutting an estimated $94.8M.
- 88 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $184M of iShares Core Moderate Allocation ETF stock for Q1 2017, down 41% quarter-over-quarter.
- 9 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2017 and 7 closed out, a net change of +2 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2017 was BlackRock, an estimated $24.4M added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2017 was Bank of America, an estimated $94.8M sold.
Based on aggregated 13F filings for Q1 2017.