iShares Core Moderate Allocation ETF
175 hedge funds and large institutions have $397M invested in iShares Core Moderate Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 71 reducing their positions, and 24 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
0.41% less ownership
Funds ownership: 37.18% → 36.77% (-0.41%)
8% less funds holding
Funds holding: 191 → 175 (-16)
15% less capital invested
Capital invested by funds: $468M → $397M (-$70.5M)
20% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 71
42% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$29.9M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
+$7.02M |
| 3 |
BlackRock
New York
|
+$6.21M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.38M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$47.7M |
| 2 |
TA
Tiedemann Advisors
New York
|
-$18.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9.66M |
| 4 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$2.82M |
| 5 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$2.11M |
AOM Hedge Fund Activity: Q1 2020 in Review
175 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2020, worth a combined $397M — down 15% from $468M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of AOM and 14 opened new positions — a net loss of 10 holders — while 71 trimmed existing stakes and 57 added.
The largest buyer was Trilogy Capital, adding an estimated $29.9M. The largest seller was Compass Ion Advisors, cutting an estimated $47.7M.
- 175 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2020, down from 191 in Q4 2019.
- Funds reported $397M of iShares Core Moderate Allocation ETF stock for Q1 2020, down 15% quarter-over-quarter.
- 14 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2020 and 24 closed out, a net change of -10 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2020 was Trilogy Capital, an estimated $29.9M added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2020 was Compass Ion Advisors, an estimated $47.7M sold.
Based on aggregated 13F filings for Q1 2020.