We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

30 hedge funds and large institutions have $28.9M invested in iShares Core Moderate Allocation ETF in 2013 Q2 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

15.82% more ownership

Funds ownership: 0%15.82% (+16%)

Holders
30
Holders Change
+30
Holders Change %
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
MDE Group
New Jersey
$7.48M +$7.61M +230,934 New
LPL Financial
2
LPL Financial
California
$3.77M +$3.84M +116,489 New
Bank of America
3
Bank of America
North Carolina
$3.46M +$3.52M +106,856 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.63M +$1.66M +50,370 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.57M +$1.6M +48,447 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.37M +$1.39M +42,232 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.32M +$1.34M +40,747 New
NC
8
NewSquare Capital
Pennsylvania
$959K +$976K +29,620 New
TAG
9
Tactical Allocation Group
Michigan
$930K +$946K +28,720 New
EA
10
Efficient Advisors
Ohio
$800K +$814K +24,702 New
U
11
UBS
Switzerland
$747K +$760K +23,068 New
Wells Fargo
12
Wells Fargo
California
$675K +$686K +20,836 New
FCI
13
Financial Counselors Inc
Kansas
$647K +$658K +19,974 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$504K +$513K +15,569 New
Morgan Stanley
15
Morgan Stanley
New York
$458K +$466K +14,156 New
PAS
16
Partnervest Advisory Services
California
$362K +$369K +11,187 New
NPC
17
National Planning Corporation
California
$351K +$358K +10,881 New
Ameriprise
18
Ameriprise
Minnesota
$327K +$333K +10,105 New
ACM
19
Avalon Capital Management
California
$311K +$317K +9,610 New
KA
20
Kovack Advisors
Florida
$308K +$313K +9,500 New
AIG
21
American International Group
New York
$286K +$291K +8,820 New
Jane Street
22
Jane Street
New York
$274K +$279K +8,456 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$125K +$128K +3,872 New
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$82K +$82.9K +2,518 New
PWAG
25
Polaris Wealth Advisory Group
California
$75.3K +$76.6K +2,326 New

AOM Hedge Fund Activity: Q2 2013 in Review

30 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2013, worth a combined $28.9M.

Buyers outnumbered sellers: 30 funds opened new AOM positions and 0 closed out — a net gain of 30 holders — while 0 added to existing stakes and 0 trimmed.

  • 30 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $28.9M of iShares Core Moderate Allocation ETF stock for Q2 2013.
  • 30 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2013 and 0 closed out, a net change of +30 holders.

Based on aggregated 13F filings for Q2 2013.