iShares Core Moderate Allocation ETF
232 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 72
2% less capital invested
Capital invested by funds: $572M → $562M (-$9.73M)
2% less funds holding
Funds holding: 237 → 232 (-5)
4.98% less ownership
Funds ownership: 36.42% → 31.45% (-5%)
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$49.4M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$7.56M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.8M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.59M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
-$88.1M |
| 2 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$5.8M |
| 3 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
-$4.84M |
| 4 |
RWM
Reston Wealth Management
Reston,
Virginia
|
-$4.31M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$3.28M |
AOM Hedge Fund Activity: Q3 2021 in Review
232 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2021, worth a combined $562M — down 1.7% from $572M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of AOM and 18 opened new positions — a net loss of 3 holders — while 72 trimmed existing stakes and 102 added.
The largest buyer was AE Wealth Management, adding an estimated $49.4M. The largest seller was Weitzel Financial Services, cutting an estimated $88.1M.
- 232 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2021, down from 237 in Q2 2021.
- Funds reported $562M of iShares Core Moderate Allocation ETF stock for Q3 2021, down 1.7% quarter-over-quarter.
- 18 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2021 and 21 closed out, a net change of -3 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.4M added.
- The largest iShares Core Moderate Allocation ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $88.1M sold.
Based on aggregated 13F filings for Q3 2021.