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iShares Core Moderate Allocation ETF
AOM

188 hedge funds and large institutions have $413M invested in iShares Core Moderate Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $392M → $413M (+$20.8M)

5% more funds holding

Funds holding: 179 → 188 (+9)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.07% less ownership

Funds ownership: 32.13% → 32.06% (-0.07%)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
25
Increased
66
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$8.55M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.52M
3
FFN
Focus Financial Network
Minnesota
+$2.69M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.63M

Top Sellers

1
FIG
FundX Investment Group
California
-$6.66M
2
DWM
Darwin Wealth Management
Florida
-$3.57M
3
TA
Tiedemann Advisors
New York
-$3.56M
4
Jane Street
Jane Street
New York
-$1.27M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
176
Winch Advisory Services
Wisconsin
$5K +$4.96K +121 New
MIM
177
Macroview Investment Management
Maryland
$4K – – –
PCG
178
Private Capital Group
Connecticut
$4K – – –
FCH
179
Freestone Capital Holdings
Washington
$3.69K +$3.69K +90 New
RCM
180
Rain Capital Management
Oregon
$3K -$164 -4 -5%
SL
181
Savior LLC
Massachusetts
$3K – – –
CFB
182
Cullen/Frost Bankers
Texas
$3K +$2.87K +70 New
GFPC
183
Global Financial Private Client
Florida
$2.1K – – –
MF
184
Manchester Financial
California
$1K +$615 +15 New
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
$721 +$4.14K +101 +0.6%
F
186
F3Logic
Minnesota
$253 +$205 +5 +0.1%
FCA
187
FinTrust Capital Advisors
South Carolina
$21 +$4.3K +105 +26%
Jane Street
188
Jane Street
New York
– -$1.27M -31,801 Closed
VFP
189
Verus Financial Partners
Virginia
– -$1.07M -26,881 Closed
TSS
190
Two Sigma Securities
New York
– -$418K -10,491 Closed
CCFM
191
Clear Creek Financial Management
Washington
– -$387K -9,721 Closed
CBFP
192
Cedar Brook Financial Partners
Ohio
– -$242K -6,071 Closed
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
– -$237K -5,937 Closed
PAM
194
Peak Asset Management
Colorado
– -$222K -5,575 Closed
FHC
195
First Heartland Consultants
Missouri
– -$221K -5,554 Closed
FIA
196
Foundations Investment Advisors
Arizona
– -$205K -5,140 Closed
S
197
SignatureFD
Georgia
– -$125K -3,130 Closed
CAAS
198
Capital Asset Advisory Services
Michigan
– -$80K -1,944 Closed
WIM
199
Westside Investment Management
California
– -$39 -1,000 Closed
FWM
200
FSA Wealth Management
Massachusetts
– -$39K -990 Closed
5 6 7
8
9

AOM Hedge Fund Activity: Q3 2020 in Review

188 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2020, worth a combined $413M — up 5.3% from $392M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AOM positions and 15 closed out — a net gain of 10 holders — while 66 added to existing stakes and 71 trimmed.

The largest buyer was Truist Financial, adding an estimated $8.55M. The largest seller was FundX Investment Group, cutting an estimated $6.66M.

  • 188 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2020, up from 179 in Q2 2020.
  • Funds reported $413M of iShares Core Moderate Allocation ETF stock for Q3 2020, up 5.3% quarter-over-quarter.
  • 25 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2020 and 15 closed out, a net change of +10 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q3 2020 was Truist Financial, an estimated $8.55M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q3 2020 was FundX Investment Group, an estimated $6.66M sold.

Based on aggregated 13F filings for Q3 2020.