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iShares Core Moderate Allocation ETF
AOM

179 hedge funds and large institutions have $392M invested in iShares Core Moderate Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

2% more funds holding

Funds holding: 175 → 179 (+4)

1% less capital invested

Capital invested by funds: $397M → $392M (-$5.41M)

4.64% less ownership

Funds ownership: 36.77% → 32.13% (-4.6%)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.67%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
21
Increased
72
Reduced
64
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
Aspiriant LLC
California
+$7.12M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.39M
3
BCM
Brookstone Capital Management
Illinois
+$2.8M
4
CAN
Cetera Advisor Networks
California
+$2.23M
5
Ameriprise
Ameriprise
Minnesota
+$2.13M

Top Sellers

1
TC
Trilogy Capital
California
-$20.8M
2
Wells Fargo
Wells Fargo
California
-$13.6M
3
SW
SlateStone Wealth
Florida
-$6.98M
4
Bank of America
Bank of America
North Carolina
-$5.79M
5
RJA
Raymond James & Associates
Florida
-$5.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
176
Savior LLC
Massachusetts
$3K +$3.09K +80 New
GFPC
177
Global Financial Private Client
Florida
$2.04K – – –
WIM
178
Westside Investment Management
California
$39 – – –
BC
179
Brinker Capital
Pennsylvania
– -$3.87M -105,397 Closed
ACP
180
Aveo Capital Partners
Colorado
– -$1.31M -35,775 Closed
NS
181
NewDay Solutions
New Hampshire
– -$325K -8,552 Closed
SFWA
182
Summit Financial Wealth Advisors
Louisiana
– -$250K -6,800 Closed
LNC
183
Lincoln National Corp
Pennsylvania
– -$219K -5,949 Closed
OAM
184
Oppenheimer Asset Management
New York
– -$145K -3,944 Closed
AIC
185
Ameritas Investment Company
Nebraska
– -$73K -1,984 Closed
CS
186
Capital Square
Tennessee
– -$46K -1,253 Closed
MWM
187
MBE Wealth Management
Wisconsin
– -$24K -668 Closed
GSWM
188
Golden State Wealth Management
California
– -$17K -456 Closed
WQ
189
Wealth Quarterback
New Jersey
– -$9.53K -259 Closed
NFG
190
Next Financial Group
Texas
– -$4K -115 Closed
WAP
191
Wealthcare Advisory Partners
Pennsylvania
– -$3K -75 Closed
RCA
192
Ranch Capital Advisors
Florida
– +$579 +15 New
4 5 6 7
8

AOM Hedge Fund Activity: Q2 2020 in Review

179 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2020, worth a combined $392M — down 1.4% from $397M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AOM positions and 14 closed out — a net gain of 7 holders — while 72 added to existing stakes and 64 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $7.12M. The largest seller was Trilogy Capital, cutting an estimated $20.8M.

  • 179 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2020, up from 175 in Q1 2020.
  • Funds reported $392M of iShares Core Moderate Allocation ETF stock for Q2 2020, down 1.4% quarter-over-quarter.
  • 21 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2020 and 14 closed out, a net change of +7 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q2 2020 was Aspiriant LLC, an estimated $7.12M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q2 2020 was Trilogy Capital, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2020.