iShares Core Moderate Allocation ETF
249 hedge funds and large institutions have $687M invested in iShares Core Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 21 closing their positions.
152% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 21
70% more capital invested
Capital invested by funds: $405M → $687M (+$282M)
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
14.95% more ownership
Funds ownership: 29.52% → 44.46% (+15%)
12% more funds holding
Funds holding: 222 → 249 (+27)
2% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$48M |
| 2 |
Morgan Stanley
New York
|
+$47.7M |
| 3 |
AT
Arden Trust
Wilmington,
Delaware
|
+$47.7M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$33M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$4.95M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.2M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.2M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.13M |
| 5 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$848K |
AOM Hedge Fund Activity: Q4 2022 in Review
249 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2022, worth a combined $687M — up 70% from $405M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new AOM positions and 21 closed out — a net gain of 32 holders — while 85 added to existing stakes and 87 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $48M. The largest seller was Tiedemann Advisors, cutting an estimated $4.95M.
- 249 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2022, up from 222 in Q3 2022.
- Funds reported $687M of iShares Core Moderate Allocation ETF stock for Q4 2022, up 70% quarter-over-quarter.
- 53 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2022 and 21 closed out, a net change of +32 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2022 was Franklin Resources, an estimated $48M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2022 was Tiedemann Advisors, an estimated $4.95M sold.
Based on aggregated 13F filings for Q4 2022.