iShares Core Moderate Allocation ETF
AOM
69 hedge funds and large institutions have $302M invested in iShares Core Moderate Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 12 closing their positions.
253% more capital invested
Capital invested by funds: $85.4M → $302M (+$216M)
115% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 13
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
29.37% more ownership
Funds ownership: 23.9% → 53.27% (+29%)
6% more funds holding
Funds holding: 65 → 69 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$60.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$50.4M |
| 3 |
TT
Tiedemann Trust
Wilmington,
Delaware
|
+$45.9M |
| 4 |
HT
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
+$38.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.75M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$945K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$648K |
| 5 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$554K |
AOM Hedge Fund Activity: Q4 2015 in Review
69 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2015, worth a combined $302M — up 253% from $85.4M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AOM positions and 12 closed out — a net gain of 7 holders — while 28 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $60.6M. The largest seller was Jane Street, exiting entirely with an estimated $2.75M sold.
- 69 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2015, up from 65 in Q3 2015.
- Funds reported $302M of iShares Core Moderate Allocation ETF stock for Q4 2015, up 253% quarter-over-quarter.
- 19 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2015 and 12 closed out, a net change of +7 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2015 was Bank of America, an estimated $60.6M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2015 was Jane Street, an estimated $2.75M sold.
Based on aggregated 13F filings for Q4 2015.