iShares Core Moderate Allocation ETF
AOM
81 hedge funds and large institutions have $144M invested in iShares Core Moderate Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
71% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 21
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
21% more funds holding
Funds holding: 67 → 81 (+14)
7% more capital invested
Capital invested by funds: $135M → $144M (+$9.18M)
1.32% less ownership
Funds ownership: 29.95% → 28.63% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.68M |
| 2 |
Morgan Stanley
New York
|
+$2.08M |
| 3 |
WDL
Well Done LLC
Holland,
Michigan
|
+$2.07M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.74M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$10.4M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$1.22M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.11M |
| 4 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$1.02M |
| 5 |
AIM
Allen Investment Management
New York
|
-$844K |
AOM Hedge Fund Activity: Q2 2016 in Review
81 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2016, worth a combined $144M — up 6.8% from $135M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AOM positions and 4 closed out — a net gain of 14 holders — while 36 added to existing stakes and 21 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.68M. The largest seller was LPL Financial, cutting an estimated $10.4M.
- 81 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2016, up from 67 in Q1 2016.
- Funds reported $144M of iShares Core Moderate Allocation ETF stock for Q2 2016, up 6.8% quarter-over-quarter.
- 18 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2016 and 4 closed out, a net change of +14 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q2 2016 was Wells Fargo, an estimated $2.68M added.
- The largest iShares Core Moderate Allocation ETF seller in Q2 2016 was LPL Financial, an estimated $10.4M sold.
Based on aggregated 13F filings for Q2 2016.