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iShares Core Moderate Allocation ETF
AOM

100 hedge funds and large institutions have $243M invested in iShares Core Moderate Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

92% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

19% more capital invested

Capital invested by funds: $204M → $243M (+$38.9M)

4% more funds holding

Funds holding: 96 → 100 (+4)

2% more ownership

Funds ownership: 28.59% → 30.59% (+2%)

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
11
Increased
46
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$16.3M
2
BIAS
Beacon Investment Advisory Services
New Jersey
+$3.61M
3
Morgan Stanley
Morgan Stanley
New York
+$3M
4
EK
Evensky & Katz
Florida
+$1.92M
5
GWM
Geneos Wealth Management
Colorado
+$1.85M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
-$1.31M
2
TA
Tiedemann Advisors
New York
-$755K
3
Creative Planning
Creative Planning
Kansas
-$394K
4
B
Bridgeworth
Alabama
-$342K
5
Jane Street
Jane Street
New York
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$1.68M +$342K +9,116 New
FA
27
FDx Advisors
Illinois
$1.61M +$203K +5,397 +15%
PAMG
28
Patton Albertson Miller Group
Tennessee
$1.6M -$41.9K -1,117 -3%
MHS
29
M Holdings Securities
Oregon
$1.58M -$2.33K -62 -0.1%
WA
30
Waverly Advisors
Alabama
$1.48M +$173K +4,617 +13%
NG
31
Northstar Group
New York
$1.42M +$560K +14,900 +66%
UBS Group
32
UBS Group
Switzerland
$1.26M +$21.1K +563 +2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$1.13M – – –
WDL
34
Well Done LLC
Michigan
$961K – – –
EA
35
Efficient Advisors
Ohio
$929K -$47.9K -1,276 -5%
SFG
36
StrategIQ Financial Group
Indiana
$878K +$26.5K +706 +3%
AG
37
Advisor Group
Arizona
$877K +$156K +4,157 +22%
ACS
38
Archford Capital Strategies
Illinois
$770K +$37K +984 +5%
ACP
39
Aveo Capital Partners
Colorado
$713K +$67.9K +1,807 +11%
CA
40
Cetera Advisors
Colorado
$703K +$93.1K +2,480 +15%
CAN
41
Cetera Advisor Networks
California
$696K -$90.9K -2,421 -12%
SPIA
42
Steward Partners Investment Advisory
New York
$679K – – –
IA
43
IFP Advisors
Florida
$673K +$11.6K +309 +2%
NWM
44
Northwest Wealth Management
Iowa
$623K -$168K -4,465 -21%
RJA
45
Raymond James & Associates
Florida
$586K -$2.1K -56 -0.4%
BSWM
46
Boston Standard Wealth Management
Massachusetts
$550K +$126K +3,358 +30%
RIA
47
Regal Investment Advisors
Michigan
$525K +$59.3K +1,579 +13%
WP
48
WealthPLAN Partners
Nebraska
$505K +$499K +13,291 New
VF
49
Virtu Financial
New York
$501K +$495K +13,192 New
DAS
50
Dynamic Advisor Solutions
Arizona
$480K +$475K +12,645 New
1
2
3 4 5

AOM Hedge Fund Activity: Q3 2017 in Review

100 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2017, worth a combined $243M — up 19% from $204M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AOM positions and 5 closed out — a net gain of 6 holders — while 46 added to existing stakes and 24 trimmed.

The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $16.3M. The largest seller was IHT Wealth Management, cutting an estimated $1.31M.

  • 100 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2017, up from 96 in Q2 2017.
  • Funds reported $243M of iShares Core Moderate Allocation ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 11 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2017 and 5 closed out, a net change of +6 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q3 2017 was Stuart Chaussee & Associates, an estimated $16.3M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q3 2017 was IHT Wealth Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2017.