iShares Core Moderate Allocation ETF
AOM
35 hedge funds and large institutions have $41.5M invested in iShares Core Moderate Allocation ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
68% more capital invested
Capital invested by funds: $24.7M → $41.5M (+$16.8M)
30% more funds holding
Funds holding: 27 → 35 (+8)
6.27% more ownership
Funds ownership: 12.85% → 19.11% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$10.2M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$843K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$683K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$602K |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$451K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
MDE Group
Morristown,
New Jersey
|
-$1.99M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$682K |
| 3 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$108K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$73K |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$53.8K |
AOM Hedge Fund Activity: Q4 2013 in Review
35 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2013, worth a combined $41.5M — up 68% from $24.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AOM positions and 2 closed out — a net gain of 8 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Wells Fargo, adding an estimated $10.2M. The largest seller was MDE Group, cutting an estimated $1.99M.
- 35 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2013, up from 27 in Q3 2013.
- Funds reported $41.5M of iShares Core Moderate Allocation ETF stock for Q4 2013, up 68% quarter-over-quarter.
- 10 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2013 and 2 closed out, a net change of +8 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2013 was Wells Fargo, an estimated $10.2M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2013 was MDE Group, an estimated $1.99M sold.
Based on aggregated 13F filings for Q4 2013.