AOM icon

iShares Core Moderate Allocation ETF
AOM

Overview Fund Activity

55 hedge funds and large institutions have $69.3M invested in iShares Core Moderate Allocation ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
20
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$11.3M
2
CS
2
Credit Suisse
Switzerland
$2.72M
3
LPL Financial
3
LPL Financial
California
$9.51M
4
WAS
4
Winch Advisory Services
Wisconsin
$1.41M
5
Jane Street
5
Jane Street
New York
$947K

Top Sellers

1
ACM
1
Argentus Capital Management
Texas
$849K
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$810K
3
HNB
3
Huntington National Bank
Ohio
$0
4
JWM
4
Jackson Wealth Management
Florida
$1.09M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
BIT
1
BlackRock Institutional Trust
California
$11.3M 321,915 +90,329 +39%
Bank of America
2
Bank of America
North Carolina
$10.2M 290,496 +5,830 +2%
LPL Financial
3
LPL Financial
California
$9.51M 272,083 +57,917 +27%
VFS
4
VSR Financial Services
Kansas
$4.67M 132,577 +24,394 +23%
UBS Group
5
UBS Group
Switzerland
$3.89M 110,334 +5,900 +6%
CS
6
Credit Suisse
Switzerland
$2.72M 77,145 +77,145 New
WAS
7
Winch Advisory Services
Wisconsin
$1.41M 39,934 +39,934 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.33M 37,753 +8,931 +31%
SWP
9
Stratos Wealth Partners
Ohio
$1.33M 37,580 – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.25M 35,588 +2,250 +7%
Ameriprise
11
Ameriprise
Minnesota
$1.22M 34,722 +2,896 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.13M 31,982 +8,613 +37%
Morgan Stanley
13
Morgan Stanley
New York
$1.11M 31,423 +613 +2%
JWM
14
Jackson Wealth Management
Florida
$1.09M 30,860 -5,999 -16%
Wells Fargo
15
Wells Fargo
California
$1.06M 30,128 -1,519 -5%
AAS
16
Annex Advisory Services
Wisconsin
$1M 28,455 +2,910 +11%
Jane Street
17
Jane Street
New York
$947K 26,862 +26,862 New
EA
18
Efficient Advisors
Ohio
$860K 24,407 +40 +0.2%
ACM
19
Argentus Capital Management
Texas
$849K 24,086 -11,173 -32%
TFA
20
Transamerica Financial Advisors
Florida
$826K 23,414 +2,202 +10%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$810K 22,991 -11,150 -33%
MAS
22
Madden Advisory Services
Florida
$763K 21,670 – –
MFS
23
Madrona Financial Services
Washington
$754K 21,382 -1,871 -8%
WA
24
Waverly Advisors
Alabama
$647K 18,341 -3,729 -17%
BSWM
25
Boston Standard Wealth Management
Massachusetts
$643K 18,250 +1,198 +7%
1
2 3