iShares Core Moderate Allocation ETF
227 hedge funds and large institutions have $564M invested in iShares Core Moderate Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 17 closing their positions.
247% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 17
40% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 57
37% more capital invested
Capital invested by funds: $413M → $564M (+$151M)
21% more funds holding
Funds holding: 188 → 227 (+39)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6.34% more ownership
Funds ownership: 32.06% → 38.4% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$40.7M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$38M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$6.73M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$4.76M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$2.51M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$1.56M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$1.54M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$1.16M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.13M |
AOM Hedge Fund Activity: Q4 2020 in Review
227 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2020, worth a combined $564M — up 37% from $413M a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new AOM positions and 17 closed out — a net gain of 42 holders — while 80 added to existing stakes and 57 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $40.7M. The largest seller was Tiedemann Advisors, cutting an estimated $2.51M.
- 227 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2020, up from 188 in Q3 2020.
- Funds reported $564M of iShares Core Moderate Allocation ETF stock for Q4 2020, up 37% quarter-over-quarter.
- 59 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2020 and 17 closed out, a net change of +42 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2020 was AE Wealth Management, an estimated $40.7M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2020 was Tiedemann Advisors, an estimated $2.51M sold.
Based on aggregated 13F filings for Q4 2020.