iShares Core Moderate Allocation ETF
55 hedge funds and large institutions have $94.6M invested in iShares Core Moderate Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.
1,800% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 1
203% more capital invested
Capital invested by funds: $31.2M → $94.6M (+$63.4M)
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
45% more funds holding
Funds holding: 38 → 55 (+17)
14.73% more ownership
Funds ownership: 12.16% → 26.89% (+15%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$21.5M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$14.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.4M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$2.53M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Acertus Capital Management
Morristown,
New Jersey
|
-$496K |
| 2 |
MG
MDE Group
Morristown,
New Jersey
|
-$496K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$333K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$249K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$134K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
51
Corbenic Partners
Bethlehem,
Pennsylvania
| $18K | – | – | – |
|
|
AIP
52
Ameritas Investment Partners
Lincoln,
Nebraska
| $13K | +$13K | +372 | New |
|
|
AWM
53
AllSquare Wealth Management
Albany,
New York
| $11K | +$10.9K | +312 | New |
|
54
Envestnet Asset Management
Chicago,
Illinois
| $5K | -$18.2K | -519 | -79% |
|
|
RIA
55
Regal Investment Advisors
Kentwood,
Michigan
| $1K | – | – | – |
|
|
56
Northern Trust
Chicago,
Illinois
| – | -$249K | -7,140 | Closed |
|
57
Parallax Volatility Advisers
San Francisco,
California
| – | +$35 | +1 | New |
|
AOM Hedge Fund Activity: Q4 2014 in Review
55 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2014, worth a combined $94.6M — up 203% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AOM positions and 1 closed out — a net gain of 18 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $21.5M. The largest seller was Acertus Capital Management, cutting an estimated $496K.
- 55 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2014, up from 38 in Q3 2014.
- Funds reported $94.6M of iShares Core Moderate Allocation ETF stock for Q4 2014, up 203% quarter-over-quarter.
- 19 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2014 and 1 closed out, a net change of +18 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2014 was Wells Fargo, an estimated $21.5M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2014 was Acertus Capital Management, an estimated $496K sold.
Based on aggregated 13F filings for Q4 2014.