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iShares Core Moderate Allocation ETF
AOM

100 hedge funds and large institutions have $243M invested in iShares Core Moderate Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

92% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

19% more capital invested

Capital invested by funds: $204M → $243M (+$38.9M)

4% more funds holding

Funds holding: 96 → 100 (+4)

2% more ownership

Funds ownership: 28.59% → 30.59% (+2%)

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
11
Increased
46
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$16.3M
2
BIAS
Beacon Investment Advisory Services
New Jersey
+$3.61M
3
Morgan Stanley
Morgan Stanley
New York
+$3M
4
EK
Evensky & Katz
Florida
+$1.92M
5
GWM
Geneos Wealth Management
Colorado
+$1.85M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
-$1.31M
2
TA
Tiedemann Advisors
New York
-$755K
3
Creative Planning
Creative Planning
Kansas
-$394K
4
B
Bridgeworth
Alabama
-$342K
5
Jane Street
Jane Street
New York
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
76
Carroll Financial Associates
North Carolina
$105K +$101K +2,690 +2,802%
BA
77
BKS Advisors
Michigan
$102K +$101K +2,693 New
JP Morgan Chase
78
JP Morgan Chase
New York
$83K -$39.2K -1,045 -32%
PA
79
Parallel Advisors
California
$57K – – –
TCOV
80
Trust Company of Vermont
Vermont
$56K – – –
BWA
81
Burt Wealth Advisors
Maryland
$54K – – –
CCM
82
Cribstone Capital Management
Maine
$52K +$1.13K +30 +2%
OAJ
83
Ogorek Anthony Joseph
New York
$43K -$11.3K -300 -21%
JFA
84
JNBA Financial Advisors
Minnesota
$43K +$4.54K +121 +12%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$43K +$7.51K +200 +21%
WIM
86
Westside Investment Management
California
$37.9K – – –
IF
87
Ironwood Financial
Arizona
$33K – – –
TFO
88
Tarbox Family Office
California
$33K – – –
CTC
89
Central Trust Company
Missouri
$31K -$9.91K -264 -24%
WAM
90
Watermark Asset Management
California
$29K – – –
IIC
91
Integrated Investment Consultants
Michigan
$28K – – –
JWA
92
JFS Wealth Advisors
Pennsylvania
$28K +$188 +5 +0.7%
CP
93
Corbenic Partners
Pennsylvania
$20K – – –
PG
94
Patten Group
Tennessee
$15K +$14.6K +390 New
IWM
95
IHT Wealth Management
Illinois
$13K -$1.31M -34,883 -99%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$13K – – –
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
AWM
98
AllSquare Wealth Management
New York
$5K +$4.58K +122 New
BFEC
99
Benjamin F. Edwards & Company
Missouri
$4K +$3.75K +100 New
Creative Planning
100
Creative Planning
Kansas
– -$394K -10,570 Closed
1 2 3
4
5

AOM Hedge Fund Activity: Q3 2017 in Review

100 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2017, worth a combined $243M — up 19% from $204M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AOM positions and 5 closed out — a net gain of 6 holders — while 46 added to existing stakes and 24 trimmed.

The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $16.3M. The largest seller was IHT Wealth Management, cutting an estimated $1.31M.

  • 100 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2017, up from 96 in Q2 2017.
  • Funds reported $243M of iShares Core Moderate Allocation ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 11 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2017 and 5 closed out, a net change of +6 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q3 2017 was Stuart Chaussee & Associates, an estimated $16.3M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q3 2017 was IHT Wealth Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2017.