iShares Core Moderate Allocation ETF
253 hedge funds and large institutions have $587M invested in iShares Core Moderate Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 21 closing their positions.
124% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 21
43% more capital invested
Capital invested by funds: $412M → $587M (+$175M)
13% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 86
11% more funds holding
Funds holding: 228 → 253 (+25)
7.51% more ownership
Funds ownership: 31.93% → 39.44% (+7.5%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$45.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$38.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$30.3M |
| 4 |
JP Morgan Chase
New York
|
+$15.2M |
| 5 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.39M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
-$4.94M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.38M |
| 4 |
Jane Street
New York
|
-$3.73M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.71M |
AOM Hedge Fund Activity: Q4 2023 in Review
253 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2023, worth a combined $587M — up 43% from $412M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new AOM positions and 21 closed out — a net gain of 26 holders — while 97 added to existing stakes and 86 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $45.8M. The largest seller was Bank of America, cutting an estimated $6.39M.
- 253 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2023, up from 228 in Q3 2023.
- Funds reported $587M of iShares Core Moderate Allocation ETF stock for Q4 2023, up 43% quarter-over-quarter.
- 47 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2023 and 21 closed out, a net change of +26 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2023 was Morgan Stanley, an estimated $45.8M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2023 was Bank of America, an estimated $6.39M sold.
Based on aggregated 13F filings for Q4 2023.