iShares Core Moderate Allocation ETF
96 hedge funds and large institutions have $204M invested in iShares Core Moderate Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
63% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 24
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more capital invested
Capital invested by funds: $184M → $204M (+$20.2M)
9% more funds holding
Funds holding: 88 → 96 (+8)
0.53% less ownership
Funds ownership: 29.12% → 28.59% (-0.53%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$7.24M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$1.86M |
| 3 |
BlackRock
New York
|
+$1.84M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.47M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.29M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$5K | -150 | Closed |
|
|
AWM
102
AllSquare Wealth Management
Albany,
New York
| – | -$4K | -122 | Closed |
|
|
NFG
103
Next Financial Group
Houston,
Texas
| – | -$4K | -100 | Closed |
|
|
BCI
104
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | +$332 | +9 | New |
|
AOM Hedge Fund Activity: Q2 2017 in Review
96 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2017, worth a combined $204M — up 11% from $184M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AOM positions and 9 closed out — a net gain of 8 holders — while 39 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.24M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.4M sold.
- 96 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2017, up from 88 in Q1 2017.
- Funds reported $204M of iShares Core Moderate Allocation ETF stock for Q2 2017, up 11% quarter-over-quarter.
- 17 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2017 and 9 closed out, a net change of +8 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q2 2017 was Morgan Stanley, an estimated $7.24M added.
- The largest iShares Core Moderate Allocation ETF seller in Q2 2017 was Citadel Advisors, an estimated $1.4M sold.
Based on aggregated 13F filings for Q2 2017.