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iShares Core Moderate Allocation ETF
AOM

100 hedge funds and large institutions have $243M invested in iShares Core Moderate Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

92% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

19% more capital invested

Capital invested by funds: $204M → $243M (+$38.9M)

4% more funds holding

Funds holding: 96 → 100 (+4)

2% more ownership

Funds ownership: 28.59% → 30.59% (+2%)

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
11
Increased
46
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$16.3M
2
BIAS
Beacon Investment Advisory Services
New Jersey
+$3.61M
3
Morgan Stanley
Morgan Stanley
New York
+$3M
4
EK
Evensky & Katz
Florida
+$1.92M
5
GWM
Geneos Wealth Management
Colorado
+$1.85M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
-$1.31M
2
TA
Tiedemann Advisors
New York
-$755K
3
Creative Planning
Creative Planning
Kansas
-$394K
4
B
Bridgeworth
Alabama
-$342K
5
Jane Street
Jane Street
New York
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
51
Ahrens Investment Partners
Louisiana
$456K +$48.8K +1,300 +12%
SI
52
SII Investments
Wisconsin
$428K -$114K -3,028 -21%
MML Investors Services
53
MML Investors Services
Massachusetts
$387K +$35.9K +957 +10%
Lido Advisors
54
Lido Advisors
California
$377K -$178K -4,736 -32%
AWM
55
Avior Wealth Management
Nebraska
$373K +$1.73K +46 +0.5%
AFP
56
Ausdal Financial Partners
Iowa
$344K -$9.16K -244 -3%
SBL
57
Sargent Bickham Lagudis
Colorado
$344K – – –
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$318K +$64K +1,705 +26%
SFWA
59
Summit Financial Wealth Advisors
Louisiana
$312K -$211K -5,625 -41%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$306K +$81.9K +2,180 +37%
OAM
61
Occidental Asset Management
California
$305K +$41.3K +1,101 +16%
AWM
62
AE Wealth Management
Kansas
$293K +$54K +1,439 +23%
VFP
63
Verus Financial Partners
Virginia
$277K +$21.6K +575 +9%
Jane Street
64
Jane Street
New York
$275K -$281K -7,482 -51%
RPG
65
Risk Paradigm Group
Texas
$273K -$217K -5,789 -45%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$266K – – –
HighTower Advisors
67
HighTower Advisors
Illinois
$249K -$63.8K -1,698 -21%
BCI
68
Brinker Capital Investments
Pennsylvania
$249K +$246K +6,558 +72,867%
ODG
69
O'Dell Group
Ohio
$244K +$14.9K +397 +7%
ICOA
70
Investment Centers of America
North Dakota
$238K -$159K -4,226 -40%
VFA
71
Voya Financial Advisors
Connecticut
$230K – – –
PWAG
72
Polaris Wealth Advisory Group
California
$229K +$226K +6,031 New
PCFFS
73
Pacific Center for Financial Services
California
$222K -$25.3K -675 -10%
CFD
74
Creative Financial Designs
Indiana
$164K – – –
RCA
75
Rowland Carmichael Advisors
Arizona
$153K +$8.45K +225 +6%
1 2
3
4 5

AOM Hedge Fund Activity: Q3 2017 in Review

100 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2017, worth a combined $243M — up 19% from $204M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AOM positions and 5 closed out — a net gain of 6 holders — while 46 added to existing stakes and 24 trimmed.

The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $16.3M. The largest seller was IHT Wealth Management, cutting an estimated $1.31M.

  • 100 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2017, up from 96 in Q2 2017.
  • Funds reported $243M of iShares Core Moderate Allocation ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 11 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2017 and 5 closed out, a net change of +6 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q3 2017 was Stuart Chaussee & Associates, an estimated $16.3M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q3 2017 was IHT Wealth Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2017.