iShares Core Moderate Allocation ETF
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.
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
Top Buyers
Top Sellers
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$6.66M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$3.57M |
| 3 |
TA
Tiedemann Advisors
New York
|
-$3.56M |
| 4 |
Jane Street
New York
|
-$1.27M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.22M |
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.