iShares Core Moderate Allocation ETF
152 hedge funds and large institutions have $310M invested in iShares Core Moderate Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 61 reducing their positions, and 19 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
4% less funds holding
Funds holding: 158 → 152 (-6)
17.16% less ownership
Funds ownership: 47.24% → 30.08% (-17%)
30% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 61
45% less capital invested
Capital invested by funds: $564M → $310M (-$254M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.67M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$2.39M |
| 3 |
RWM
Reston Wealth Management
Reston,
Virginia
|
+$1.77M |
| 4 |
RCA
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
+$1.03M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$991K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$182M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$22.5M |
| 3 |
TA
Tiedemann Advisors
New York
|
-$17.6M |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$17.4M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$14.3M |
AOM Hedge Fund Activity: Q1 2019 in Review
152 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2019, worth a combined $310M — down 45% from $564M a quarter earlier.
Fund positioning in AOM was balanced in Q1 2019: 19 funds opened new positions, 19 closed out, 43 added to existing stakes and 61 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.67M. The largest seller was Wells Fargo, cutting an estimated $182M.
- 152 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2019, down from 158 in Q4 2018.
- Funds reported $310M of iShares Core Moderate Allocation ETF stock for Q1 2019, down 45% quarter-over-quarter.
- 19 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2019 and 19 closed out, a net change of 0 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2019 was Jane Street, an estimated $2.67M added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2019 was Wells Fargo, an estimated $182M sold.
Based on aggregated 13F filings for Q1 2019.