iShares Core Moderate Allocation ETF
36 hedge funds and large institutions have $32.4M invested in iShares Core Moderate Allocation ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3% more funds holding
Funds holding: 35 → 36 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5.1% less ownership
Funds ownership: 19.11% → 14.01% (-5.1%)
22% less capital invested
Capital invested by funds: $41.5M → $32.4M (-$9.01M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$936K |
| 2 |
LPL Financial
San Diego,
California
|
+$865K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$839K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$721K |
| 5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$667K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.15M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$889K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$853K |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$457K |
AOM Hedge Fund Activity: Q1 2014 in Review
36 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2014, worth a combined $32.4M — down 22% from $41.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AOM positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 11 trimmed.
The largest buyer was UBS, adding an estimated $936K. The largest seller was Wells Fargo, cutting an estimated $10.2M.
- 36 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2014, up from 35 in Q4 2013.
- Funds reported $32.4M of iShares Core Moderate Allocation ETF stock for Q1 2014, down 22% quarter-over-quarter.
- 6 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2014 and 5 closed out, a net change of +1 holder.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2014 was UBS, an estimated $936K added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2014 was Wells Fargo, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2014.