iShares Core Moderate Allocation ETF
65 hedge funds and large institutions have $85.4M invested in iShares Core Moderate Allocation ETF in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
26% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 19
23% more capital invested
Capital invested by funds: $69.3M → $85.4M (+$16.2M)
18% more funds holding
Funds holding: 55 → 65 (+10)
4.32% more ownership
Funds ownership: 19.58% → 23.9% (+4.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.06M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.21M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.83M |
| 4 |
Jane Street
New York
|
+$1.87M |
| 5 |
LPL Financial
San Diego,
California
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
-$1.41M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.32M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$529K |
| 4 |
ACM
Acertus Capital Management
Morristown,
New Jersey
|
-$325K |
| 5 |
BIAS
Beacon Investment Advisory Services
Morristown,
New Jersey
|
-$325K |
AOM Hedge Fund Activity: Q3 2015 in Review
65 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2015, worth a combined $85.4M — up 23% from $69.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AOM positions and 3 closed out — a net gain of 11 holders — while 24 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.06M. The largest seller was Winch Advisory Services, exiting entirely with an estimated $1.41M sold.
- 65 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2015, up from 55 in Q2 2015.
- Funds reported $85.4M of iShares Core Moderate Allocation ETF stock for Q3 2015, up 23% quarter-over-quarter.
- 14 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2015 and 3 closed out, a net change of +11 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q3 2015 was Wells Fargo, an estimated $7.06M added.
- The largest iShares Core Moderate Allocation ETF seller in Q3 2015 was Winch Advisory Services, an estimated $1.41M sold.
Based on aggregated 13F filings for Q3 2015.