iShares Core Moderate Allocation ETF
55 hedge funds and large institutions have $58.7M invested in iShares Core Moderate Allocation ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
0% more funds holding
Funds holding: 55 → 55 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8.79% less ownership
Funds ownership: 26.89% → 18.1% (-8.8%)
38% less capital invested
Capital invested by funds: $94.6M → $58.7M (-$35.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.15M |
| 2 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$1.67M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.65M |
| 4 |
ACM
Argentus Capital Management
Dallas,
Texas
|
+$1.25M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$967K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$21.9M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$14.4M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$4.52M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$2.54M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAA
51
Managed Account Advisors
Jersey City,
New Jersey
| $14K | -$14.4M | -407,900 | -100% |
|
|
AIP
52
Ameritas Investment Partners
Lincoln,
Nebraska
| $12K | -$991 | -28 | -8% |
|
|
AWM
53
AllSquare Wealth Management
Albany,
New York
| $11K | – | – | – |
|
|
RIA
54
Regal Investment Advisors
Kentwood,
Michigan
| $1K | – | – | – |
|
|
VKH
55
Virtu KCG Holdings
New York
| – | -$2.54M | -72,197 | Closed |
|
|
BTS
56
BB&T Securities
Richmond,
Virginia
| – | -$4.52M | -12,862 | Closed |
|
|
GF
57
Gerstein Fisher
New York
| – | -$427K | -12,150 | Closed |
|
58
Envestnet Asset Management
Chicago,
Illinois
| – | -$5K | -137 | Closed |
|
AOM Hedge Fund Activity: Q1 2015 in Review
55 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2015, worth a combined $58.7M — down 38% from $94.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AOM positions and 4 closed out — a net gain of 2 holders — while 22 added to existing stakes and 21 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $2.15M. The largest seller was Wells Fargo, cutting an estimated $21.9M.
- 55 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $58.7M of iShares Core Moderate Allocation ETF stock for Q1 2015, down 38% quarter-over-quarter.
- 6 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2015 and 4 closed out, a net change of +2 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2015 was BlackRock Institutional Trust, an estimated $2.15M added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2015 was Wells Fargo, an estimated $21.9M sold.
Based on aggregated 13F filings for Q1 2015.