iShares Core Moderate Allocation ETF
159 hedge funds and large institutions have $330M invested in iShares Core Moderate Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 12 closing their positions.
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
19% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 52
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6% more capital invested
Capital invested by funds: $310M → $330M (+$19.6M)
5% more funds holding
Funds holding: 152 → 159 (+7)
0.07% more ownership
Funds ownership: 30.08% → 30.15% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
+$9.81M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.84M |
| 3 |
BlackRock
New York
|
+$1.55M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.2M |
| 5 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.74M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.66M |
| 3 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$1.81M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.21M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.18M |
AOM Hedge Fund Activity: Q2 2019 in Review
159 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2019, worth a combined $330M — up 6.3% from $310M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new AOM positions and 12 closed out — a net gain of 8 holders — while 62 added to existing stakes and 52 trimmed.
The largest buyer was Tiedemann Advisors, adding an estimated $9.81M. The largest seller was Jane Street, exiting entirely with an estimated $2.74M sold.
- 159 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2019, up from 152 in Q1 2019.
- Funds reported $330M of iShares Core Moderate Allocation ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
- 20 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2019 and 12 closed out, a net change of +8 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q2 2019 was Tiedemann Advisors, an estimated $9.81M added.
- The largest iShares Core Moderate Allocation ETF seller in Q2 2019 was Jane Street, an estimated $2.74M sold.
Based on aggregated 13F filings for Q2 2019.