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iShares Core Moderate Allocation ETF
AOM

188 hedge funds and large institutions have $413M invested in iShares Core Moderate Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $392M → $413M (+$20.8M)

5% more funds holding

Funds holding: 179 → 188 (+9)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.07% less ownership

Funds ownership: 32.13% → 32.06% (-0.07%)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
25
Increased
66
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$8.55M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.52M
3
FFN
Focus Financial Network
Minnesota
+$2.69M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.63M

Top Sellers

1
FIG
FundX Investment Group
California
-$6.66M
2
DWM
Darwin Wealth Management
Florida
-$3.57M
3
TA
Tiedemann Advisors
New York
-$3.56M
4
Jane Street
Jane Street
New York
-$1.27M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
26
Rowland Carmichael Advisors
Arizona
$2.31M -$10.1K -246 -0.4%
BFA
27
Beacon Financial Advisory
Ohio
$2.26M +$623K +15,207 +38%
UCFA
28
United Capital Financial Advisors
Texas
$2.11M +$177K +4,326 +9%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.02M -$178K -4,350 -8%
FAIM
30
Financial Advocates Investment Management
Washington
$2.02M +$183K +4,474 +21%
KAS
31
Kestra Advisory Services
Texas
$1.91M +$1.91M +46,613 New
MFS
32
Madrona Financial Services
Washington
$1.75M +$190K +4,633 +12%
AWM
33
AE Wealth Management
Kansas
$1.75M +$32K +780 +2%
UBS Group
34
UBS Group
Switzerland
$1.74M +$6.39K +156 +0.4%
AAS
35
Annex Advisory Services
Wisconsin
$1.68M +$83.5K +2,036 +5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.68M -$260K -6,340 -13%
ACP
37
Aveo Capital Partners
Colorado
$1.56M +$1.56M +38,091 New
NG
38
Northstar Group
New York
$1.49M -$14.3K -350 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.49M +$836K +20,388 +128%
DWM
40
Darwin Wealth Management
Florida
$1.47M -$3.57M -87,090 -71%
WA
41
Waverly Advisors
Alabama
$1.39M +$16.7K +407 +1%
JWCA
42
J.W. Cole Advisors
Florida
$1.36M +$1.35M +33,023 New
SFG
43
StrategIQ Financial Group
Indiana
$1.3M +$38.5K +939 +3%
MHS
44
M Holdings Securities
Oregon
$1.28M -$26.6K -650 -2%
Renaissance Technologies
45
Renaissance Technologies
New York
$1.22M -$201K -4,895 -14%
DAS
46
Dynamic Advisor Solutions
Arizona
$1.17M +$65.5K +1,599 +6%
AAS
47
Avantax Advisory Services
Texas
$1.13M +$1.13M +27,459 New
MML Investors Services
48
MML Investors Services
Massachusetts
$1.12M +$694K +16,937 +162%
Citadel Advisors
49
Citadel Advisors
Florida
$1.12M +$851K +20,755 +317%
TCBWMS
50
Texas Capital Bank Wealth Management Services
Texas
$1.03M -$298K -7,276 -22%
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AOM Hedge Fund Activity: Q3 2020 in Review

188 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2020, worth a combined $413M — up 5.3% from $392M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AOM positions and 15 closed out — a net gain of 10 holders — while 66 added to existing stakes and 71 trimmed.

The largest buyer was Truist Financial, adding an estimated $8.55M. The largest seller was FundX Investment Group, cutting an estimated $6.66M.

  • 188 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2020, up from 179 in Q2 2020.
  • Funds reported $413M of iShares Core Moderate Allocation ETF stock for Q3 2020, up 5.3% quarter-over-quarter.
  • 25 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2020 and 15 closed out, a net change of +10 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q3 2020 was Truist Financial, an estimated $8.55M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q3 2020 was FundX Investment Group, an estimated $6.66M sold.

Based on aggregated 13F filings for Q3 2020.