iShares Core Moderate Allocation ETF
154 hedge funds and large institutions have $362M invested in iShares Core Moderate Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 16 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 48
10% more capital invested
Capital invested by funds: $330M → $362M (+$32.8M)
1.88% more ownership
Funds ownership: 30.15% → 32.03% (+1.9%)
3% less funds holding
Funds holding: 159 → 154 (-5)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.73M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$7.62M |
| 3 |
TA
Tiedemann Advisors
New York
|
+$7.32M |
| 4 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
+$3.75M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$1.63M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.46M |
| 3 |
Bank of New York Mellon
New York
|
-$1.09M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$580K |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$427K |
AOM Hedge Fund Activity: Q3 2019 in Review
154 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2019, worth a combined $362M — up 9.9% from $330M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of AOM and 14 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 65 added.
The largest buyer was AE Wealth Management, adding an estimated $7.73M. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $1.63M sold.
- 154 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2019, down from 159 in Q2 2019.
- Funds reported $362M of iShares Core Moderate Allocation ETF stock for Q3 2019, up 9.9% quarter-over-quarter.
- 14 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2019 and 16 closed out, a net change of -2 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q3 2019 was AE Wealth Management, an estimated $7.73M added.
- The largest iShares Core Moderate Allocation ETF seller in Q3 2019 was Foundations Investment Advisors, an estimated $1.63M sold.
Based on aggregated 13F filings for Q3 2019.