iShares Core Moderate Allocation ETF
131 hedge funds and large institutions have $249M invested in iShares Core Moderate Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 15 closing their positions.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
18% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 38
5% more funds holding
Funds holding: 125 → 131 (+6)
7.06% less ownership
Funds ownership: 34.17% → 27.11% (-7.1%)
21% less capital invested
Capital invested by funds: $317M → $249M (-$68M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
+$2.41M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.41M |
| 3 |
BlackRock
New York
|
+$1.38M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.36M |
| 5 |
VCWA
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
+$546K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$30.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12.4M |
| 3 |
Morgan Stanley
New York
|
-$5.64M |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$5.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.94M |
AOM Hedge Fund Activity: Q1 2018 in Review
131 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2018, worth a combined $249M — down 21% from $317M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new AOM positions and 15 closed out — a net gain of 7 holders — while 45 added to existing stakes and 38 trimmed.
The largest buyer was Tiedemann Advisors, adding an estimated $2.41M. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $30.1M sold.
- 131 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2018, up from 125 in Q4 2017.
- Funds reported $249M of iShares Core Moderate Allocation ETF stock for Q1 2018, down 21% quarter-over-quarter.
- 22 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2018 and 15 closed out, a net change of +7 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2018 was Tiedemann Advisors, an estimated $2.41M added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2018 was Stuart Chaussee & Associates, an estimated $30.1M sold.
Based on aggregated 13F filings for Q1 2018.