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iShares Core Moderate Allocation ETF
AOM

125 hedge funds and large institutions have $317M invested in iShares Core Moderate Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 5

189% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 18

31% more capital invested

Capital invested by funds: $243M → $317M (+$74.2M)

25% more funds holding

Funds holding: 100 → 125 (+25)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

3.59% more ownership

Funds ownership: 30.59% → 34.17% (+3.6%)

Holders
125
Holders Change
+25
Holders Change %
+25%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
52
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$13.7M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
BC
Brinker Capital
Pennsylvania
+$5.06M
4
Bank of America
Bank of America
North Carolina
+$4.94M
5
TA
Tiedemann Advisors
New York
+$3.87M

Top Sellers

1
BIAS
Beacon Investment Advisory Services
New Jersey
-$3.78M
2
PAG
Private Advisor Group
New Jersey
-$2.75M
3
EK
Evensky & Katz
Florida
-$2.4M
4
NPC
National Planning Corporation
California
-$1.84M
5
RIA
Regal Investment Advisors
Michigan
-$525K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
51
Cetera Advisor Networks
California
$701K +$5.28K +138 +0.8%
SPIA
52
Steward Partners Investment Advisory
New York
$680K – – –
NWM
53
Northwest Wealth Management
Iowa
$656K +$32.9K +860 +5%
TSS
54
Two Sigma Securities
New York
$651K +$655K +17,109 New
Citadel Advisors
55
Citadel Advisors
Florida
$598K +$601K +15,715 New
WP
56
WealthPLAN Partners
Nebraska
$541K +$35.7K +934 +7%
Renaissance Technologies
57
Renaissance Technologies
New York
$535K +$539K +14,073 New
IA
58
IFP Advisors
Florida
$529K -$146K -3,809 -21%
FAIM
59
Financial Advocates Investment Management
Washington
$525K +$528K +13,800 New
AWM
60
AE Wealth Management
Kansas
$511K +$219K +5,712 +74%
AIP
61
Ahrens Investment Partners
Louisiana
$483K +$26.8K +700 +6%
DAS
62
Dynamic Advisor Solutions
Arizona
$480K -$1.42K -37 -0.3%
BSWM
63
Boston Standard Wealth Management
Massachusetts
$424K -$128K -3,348 -23%
MML Investors Services
64
MML Investors Services
Massachusetts
$423K +$36.2K +947 +9%
OAM
65
Occidental Asset Management
California
$420K +$115K +3,013 +38%
JWM
66
Jackson Wealth Management
Florida
$405K +$404K +10,546 New
AWM
67
Avior Wealth Management
Nebraska
$386K +$12.6K +328 +3%
FAAS
68
First Allied Advisory Services
California
$381K +$383K +10,008 New
Lido Advisors
69
Lido Advisors
California
$375K – – –
MA
70
Mutual Advisors
Nebraska
$349K +$351K +9,181 New
SBL
71
Sargent Bickham Lagudis
Colorado
$345K – – –
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$331K +$24.7K +646 +8%
SFWA
73
Summit Financial Wealth Advisors
Louisiana
$313K – – –
CCM
74
Crabel Capital Management
California
$297K +$299K +7,803 New
SS
75
Simplicity Solutions
Minnesota
$292K +$293K +7,665 New
1 2
3
4 5

AOM Hedge Fund Activity: Q4 2017 in Review

125 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2017, worth a combined $317M — up 31% from $243M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AOM positions and 5 closed out — a net gain of 26 holders — while 52 added to existing stakes and 18 trimmed.

The largest buyer was Stuart Chaussee & Associates, adding an estimated $13.7M. The largest seller was Beacon Investment Advisory Services, cutting an estimated $3.78M.

  • 125 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2017, up from 100 in Q3 2017.
  • Funds reported $317M of iShares Core Moderate Allocation ETF stock for Q4 2017, up 31% quarter-over-quarter.
  • 31 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2017 and 5 closed out, a net change of +26 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q4 2017 was Stuart Chaussee & Associates, an estimated $13.7M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q4 2017 was Beacon Investment Advisory Services, an estimated $3.78M sold.

Based on aggregated 13F filings for Q4 2017.