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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
SEI Investments
101
SEI Investments
Pennsylvania
$54K +$54K +1,411 New
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$43K – – –
OAJ
103
Ogorek Anthony Joseph
New York
$43K – – –
JFA
104
JNBA Financial Advisors
Minnesota
$42K -$957 -25 -2%
WIM
105
Westside Investment Management
California
$38.5K – – –
IF
106
Ironwood Financial
Arizona
$33K – – –
TFO
107
Tarbox Family Office
California
$33K – – –
CTC
108
Central Trust Company
Missouri
$31K – – –
CAC
109
Certified Advisory Corp
Florida
$30K +$31K +810 New
APA
110
American Portfolios Advisors
New York
$25.6K +$25.7K +672 New
PG
111
Patten Group
Tennessee
$24K +$9.38K +245 +63%
CP
112
Corbenic Partners
Pennsylvania
$20K – – –
WCM
113
Wealthcare Capital Management
Virginia
$19K +$18.9K +495 New
ME
114
McIlrath & Eck
Washington
$19K +$19.3K +504 New
SWM
115
SeaCrest Wealth Management
New York
$18K +$18.3K +477 New
IWM
116
IHT Wealth Management
Illinois
$14K – – –
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$13K – – –
BFEC
118
Benjamin F. Edwards & Company
Missouri
$10K +$6.32K +165 +165%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
AWM
120
AllSquare Wealth Management
New York
$5K – – –
CJA
121
C-J Advisory
California
$3K +$3.1K +81 New
AIP
122
Ameritas Investment Partners
Nebraska
$1K +$919 +24 New
PCG
123
Private Capital Group
Connecticut
$3 +$3.29K +86 New
NPC
124
National Planning Corporation
California
– -$1.84M -48,532 Closed
RIA
125
Regal Investment Advisors
Michigan
– -$525K -13,838 Closed
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.