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iShares Core Moderate Allocation ETF
AOM

125 hedge funds and large institutions have $317M invested in iShares Core Moderate Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 5

189% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 18

31% more capital invested

Capital invested by funds: $243M → $317M (+$74.2M)

25% more funds holding

Funds holding: 100 → 125 (+25)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

3.59% more ownership

Funds ownership: 30.59% → 34.17% (+3.6%)

Holders
125
Holders Change
+25
Holders Change %
+25%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
52
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$13.7M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
BC
Brinker Capital
Pennsylvania
+$5.06M
4
Bank of America
Bank of America
North Carolina
+$4.94M
5
TA
Tiedemann Advisors
New York
+$3.87M

Top Sellers

1
BIAS
Beacon Investment Advisory Services
New Jersey
-$3.78M
2
PAG
Private Advisor Group
New Jersey
-$2.75M
3
EK
Evensky & Katz
Florida
-$2.4M
4
NPC
National Planning Corporation
California
-$1.84M
5
RIA
Regal Investment Advisors
Michigan
-$525K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
76
Beacon Investment Advisory Services
New Jersey
$272K -$3.78M -98,844 -93%
RPG
77
Risk Paradigm Group
Texas
$270K -$3.83K -100 -1%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$266K – – –
HighTower Advisors
79
HighTower Advisors
Illinois
$262K +$11.7K +306 +5%
MPPLM
80
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$258K +$260K +6,790 New
BCI
81
Brinker Capital Investments
Pennsylvania
$251K +$1.11K +29 +0.4%
ODG
82
O'Dell Group
Ohio
$245K +$651 +17 +0.3%
VFA
83
Voya Financial Advisors
Connecticut
$231K – – –
Stifel Financial
84
Stifel Financial
Missouri
$224K +$225K +5,890 New
EK
85
Evensky & Katz
Florida
$223K -$2.4M -62,630 -91%
PCFFS
86
Pacific Center for Financial Services
California
$222K – – –
PWAG
87
Polaris Wealth Advisory Group
California
$203K -$26.7K -697 -12%
CFD
88
Creative Financial Designs
Indiana
$173K +$9.57K +250 +6%
RCA
89
Rowland Carmichael Advisors
Arizona
$160K +$6.89K +180 +4%
CA
90
Calton & Associates
Florida
$159K +$157K +4,096 New
AF
91
Advisornet Financial
Minnesota
$127K +$128K +3,340 New
CFA
92
Carroll Financial Associates
North Carolina
$105K – – –
AWA
93
Acorn Wealth Advisors
Michigan
$84K +$84K +2,196 New
SWP
94
Stratos Wealth Partners
Ohio
$79K +$79.2K +2,070 New
WAM
95
Watermark Asset Management
California
$58K +$29.3K +765 +101%
PA
96
Parallel Advisors
California
$57K -$191 -5 -0.3%
TCOV
97
Trust Company of Vermont
Vermont
$56K – – –
JWA
98
JFS Wealth Advisors
Pennsylvania
$56K +$28.3K +739 +101%
CCM
99
Cribstone Capital Management
Maine
$55K +$1.72K +45 +3%
BWA
100
Burt Wealth Advisors
Maryland
$54K – – –
2 3
4
5 6

AOM Hedge Fund Activity: Q4 2017 in Review

125 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2017, worth a combined $317M — up 31% from $243M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AOM positions and 5 closed out — a net gain of 26 holders — while 52 added to existing stakes and 18 trimmed.

The largest buyer was Stuart Chaussee & Associates, adding an estimated $13.7M. The largest seller was Beacon Investment Advisory Services, cutting an estimated $3.78M.

  • 125 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2017, up from 100 in Q3 2017.
  • Funds reported $317M of iShares Core Moderate Allocation ETF stock for Q4 2017, up 31% quarter-over-quarter.
  • 31 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2017 and 5 closed out, a net change of +26 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q4 2017 was Stuart Chaussee & Associates, an estimated $13.7M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q4 2017 was Beacon Investment Advisory Services, an estimated $3.78M sold.

Based on aggregated 13F filings for Q4 2017.