iShares Core Moderate Allocation ETF
191 hedge funds and large institutions have $468M invested in iShares Core Moderate Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 6 closing their positions.
650% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 6
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
29% more capital invested
Capital invested by funds: $362M → $468M (+$105M)
24% more funds holding
Funds holding: 154 → 191 (+37)
5.15% more ownership
Funds ownership: 32.03% → 37.18% (+5.2%)
3% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$25.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$10.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.69M |
| 4 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
+$6.3M |
| 5 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$5.74M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.57M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.36M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.4M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$1.2M |
AOM Hedge Fund Activity: Q4 2019 in Review
191 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2019, worth a combined $468M — up 29% from $362M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new AOM positions and 6 closed out — a net gain of 39 holders — while 60 added to existing stakes and 62 trimmed.
The largest buyer was BlackRock, adding an estimated $25.3M. The largest seller was Simplicity Solutions, cutting an estimated $5.74M.
- 191 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2019, up from 154 in Q3 2019.
- Funds reported $468M of iShares Core Moderate Allocation ETF stock for Q4 2019, up 29% quarter-over-quarter.
- 45 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2019 and 6 closed out, a net change of +39 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2019 was BlackRock, an estimated $25.3M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2019 was Simplicity Solutions, an estimated $5.74M sold.
Based on aggregated 13F filings for Q4 2019.