iShares Core Moderate Allocation ETF
AOM
88 hedge funds and large institutions have $313M invested in iShares Core Moderate Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
106% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 18
94% more capital invested
Capital invested by funds: $161M → $313M (+$152M)
16.09% more ownership
Funds ownership: 27.8% → 43.89% (+16%)
14% more funds holding
Funds holding: 77 → 88 (+11)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$92.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$42M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$8.39M |
| 4 |
TA
Tiedemann Advisors
New York
|
+$4.44M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$2.47M |
| 2 |
WDL
Well Done LLC
Holland,
Michigan
|
-$730K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$628K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$244K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$188K |
AOM Hedge Fund Activity: Q4 2016 in Review
88 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2016, worth a combined $313M — up 94% from $161M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AOM positions and 3 closed out — a net gain of 14 holders — while 37 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $92.5M. The largest seller was Evensky & Katz, cutting an estimated $2.47M.
- 88 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2016, up from 77 in Q3 2016.
- Funds reported $313M of iShares Core Moderate Allocation ETF stock for Q4 2016, up 94% quarter-over-quarter.
- 17 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2016 and 3 closed out, a net change of +14 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2016 was Bank of America, an estimated $92.5M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2016 was Evensky & Katz, an estimated $2.47M sold.
Based on aggregated 13F filings for Q4 2016.