iShares Core Moderate Allocation ETF
252 hedge funds and large institutions have $633M invested in iShares Core Moderate Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 31 closing their positions.
5% more capital invested
Capital invested by funds: $601M → $633M (+$32.5M)
6% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 31
0.08% more ownership
Funds ownership: 32.13% → 32.21% (+0.08%)
0% more funds holding
Funds holding: 252 → 252 (0)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
8% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 86
Top Buyers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$35.3M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$19.8M |
| 3 |
BlackRock
New York
|
+$6.13M |
| 4 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
+$5.72M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$5.64M |
Top Sellers
| 1 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$13.8M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$13.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$8.35M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$7.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.73M |
AOM Hedge Fund Activity: Q1 2022 in Review
252 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2022, worth a combined $633M — up 5.4% from $601M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AOM positions and 31 closed out — a net gain of 2 holders — while 79 added to existing stakes and 86 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $35.3M. The largest seller was Compass Ion Advisors, cutting an estimated $13.8M.
- 252 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $633M of iShares Core Moderate Allocation ETF stock for Q1 2022, up 5.4% quarter-over-quarter.
- 33 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2022 and 31 closed out, a net change of +2 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2022 was AE Wealth Management, an estimated $35.3M added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2022 was Compass Ion Advisors, an estimated $13.8M sold.
Based on aggregated 13F filings for Q1 2022.