iShares Core Moderate Allocation ETF
67 hedge funds and large institutions have $135M invested in iShares Core Moderate Allocation ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 15 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 20
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
3% less funds holding
Funds holding: 69 → 67 (-2)
23.32% less ownership
Funds ownership: 53.27% → 29.95% (-23%)
55% less capital invested
Capital invested by funds: $302M → $135M (-$166M)
Top Buyers
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.39M |
| 2 |
MFS
Madrona Financial Services
Everett,
Washington
|
+$1.83M |
| 3 |
TA
Tiedemann Advisors
New York
|
+$1.43M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.07M |
| 5 |
Morgan Stanley
New York
|
+$866K |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$67.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$54.7M |
| 3 |
HT
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
-$38.1M |
| 4 |
TT
Tiedemann Trust
Wilmington,
Delaware
|
-$6.52M |
| 5 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$6.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFS
76
HL Financial Services
Louisville,
Kentucky
| – | -$240K | -7,050 | Closed |
|
|
ACM
77
Argentus Capital Management
Dallas,
Texas
| – | -$108K | -3,214 | Closed |
|
|
AFP
78
Ausdal Financial Partners
Davenport,
Iowa
| – | -$105K | -3,089 | Closed |
|
79
SEI Investments
Oaks,
Pennsylvania
| – | -$5K | -135 | Closed |
|
|
CCS
80
Crosspoint Capital Strategies
Orinda,
California
| – | -$1K | -35 | Closed |
|
AOM Hedge Fund Activity: Q1 2016 in Review
67 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2016, worth a combined $135M — down 55% from $302M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of AOM and 14 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 25 added.
The largest buyer was BlackRock Institutional Trust, adding an estimated $2.39M. The largest seller was Bank of America, cutting an estimated $67.7M.
- 67 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2016, down from 69 in Q4 2015.
- Funds reported $135M of iShares Core Moderate Allocation ETF stock for Q1 2016, down 55% quarter-over-quarter.
- 14 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2016 and 15 closed out, a net change of -1 holder.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2016 was BlackRock Institutional Trust, an estimated $2.39M added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2016 was Bank of America, an estimated $67.7M sold.
Based on aggregated 13F filings for Q1 2016.