iShares Core Moderate Allocation ETF
229 hedge funds and large institutions have $454M invested in iShares Core Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 39 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2.67% less ownership
Funds ownership: 32.21% → 29.54% (-2.7%)
9% less funds holding
Funds holding: 252 → 229 (-23)
12% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 91
28% less capital invested
Capital invested by funds: $633M → $454M (-$179M)
49% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.48M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.26M |
| 3 |
AT
Arden Trust
Wilmington,
Delaware
|
+$3.17M |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$2.95M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$41.8M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$17.5M |
| 3 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
-$5.64M |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
-$5.57M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$4.33M |
AOM Hedge Fund Activity: Q2 2022 in Review
229 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2022, worth a combined $454M — down 28% from $633M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of AOM and 20 opened new positions — a net loss of 19 holders — while 91 trimmed existing stakes and 80 added.
The largest buyer was Morgan Stanley, adding an estimated $9.48M. The largest seller was AE Wealth Management, cutting an estimated $41.8M.
- 229 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2022, down from 252 in Q1 2022.
- Funds reported $454M of iShares Core Moderate Allocation ETF stock for Q2 2022, down 28% quarter-over-quarter.
- 20 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2022 and 39 closed out, a net change of -19 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q2 2022 was Morgan Stanley, an estimated $9.48M added.
- The largest iShares Core Moderate Allocation ETF seller in Q2 2022 was AE Wealth Management, an estimated $41.8M sold.
Based on aggregated 13F filings for Q2 2022.