iShares Core Moderate Allocation ETF
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.
499% more capital inflows, than outflows
Capital inflows: $14.7M | Capital outflows: $2.45M
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
0% more funds holding
Funds holding: 55 → 55 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock Institutional Trust
San Francisco,
California
|
+$3.23M |
| 2 |
Credit Suisse
Zurich,
Switzerland
|
+$2.76M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.07M |
| 4 |
Winch Advisory Services
Appleton,
Wisconsin
|
+$1.43M |
| 5 |
Jane Street
New York
|
+$960K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$399K |
| 2 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$399K |
| 3 |
Huntington National Bank
Columbus,
Ohio
|
-$258K |
| 4 |
Jackson Wealth Management
Lake Mary,
Florida
|
-$214K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$183K |
AOM Hedge Fund Activity: Q2 2015 in Review
55 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2015, worth a combined $69.3M — up 18% from $58.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AOM positions and 4 closed out — a net gain of 2 holders — while 20 added to existing stakes and 21 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $3.23M. The largest seller was Argentus Capital Management, cutting an estimated $399K.
- 55 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $69.3M of iShares Core Moderate Allocation ETF stock for Q2 2015, up 18% quarter-over-quarter.
- 6 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2015 and 4 closed out, a net change of +2 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q2 2015 was BlackRock Institutional Trust, an estimated $3.23M added.
- The largest iShares Core Moderate Allocation ETF seller in Q2 2015 was Argentus Capital Management, an estimated $399K sold.
Based on aggregated 13F filings for Q2 2015.