iShares Core Moderate Allocation ETF
228 hedge funds and large institutions have $412M invested in iShares Core Moderate Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 15 closing their positions.
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
5% more funds holding
Funds holding: 217 → 228 (+11)
1.85% more ownership
Funds ownership: 30.08% → 31.93% (+1.9%)
2% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 84
1% more capital invested
Capital invested by funds: $409M → $412M (+$2.59M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.91M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$5.08M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.4M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RL
Retireful LLC
Haslett,
Michigan
|
-$5.17M |
| 2 |
TA
Tiedemann Advisors
New York
|
-$3.06M |
| 3 |
Jane Street
New York
|
-$1.75M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.41M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.21M |
AOM Hedge Fund Activity: Q3 2023 in Review
228 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2023, worth a combined $412M — up 0.63% from $409M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new AOM positions and 15 closed out — a net gain of 14 holders — while 86 added to existing stakes and 84 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.6M. The largest seller was Retireful LLC, exiting entirely with an estimated $5.17M sold.
- 228 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2023, up from 217 in Q2 2023.
- Funds reported $412M of iShares Core Moderate Allocation ETF stock for Q3 2023, up 0.63% quarter-over-quarter.
- 29 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2023 and 15 closed out, a net change of +14 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q3 2023 was Morgan Stanley, an estimated $7.6M added.
- The largest iShares Core Moderate Allocation ETF seller in Q3 2023 was Retireful LLC, an estimated $5.17M sold.
Based on aggregated 13F filings for Q3 2023.