We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF
AOM

100 hedge funds and large institutions have $243M invested in iShares Core Moderate Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

92% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

19% more capital invested

Capital invested by funds: $204M → $243M (+$38.9M)

4% more funds holding

Funds holding: 96 → 100 (+4)

2% more ownership

Funds ownership: 28.59% → 30.59% (+2%)

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
11
Increased
46
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$16.3M
2
BIAS
Beacon Investment Advisory Services
New Jersey
+$3.61M
3
Morgan Stanley
Morgan Stanley
New York
+$3M
4
EK
Evensky & Katz
Florida
+$1.92M
5
GWM
Geneos Wealth Management
Colorado
+$1.85M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
-$1.31M
2
TA
Tiedemann Advisors
New York
-$755K
3
Creative Planning
Creative Planning
Kansas
-$394K
4
B
Bridgeworth
Alabama
-$342K
5
Jane Street
Jane Street
New York
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1
Tiedemann Advisors
New York
$66.1M -$755K -20,102 -1%
BlackRock
2
BlackRock
New York
$28.8M +$1.09M +29,090 +4%
SCA
3
Stuart Chaussee & Associates
California
$16.4M +$16.3M +433,713 New
Morgan Stanley
4
Morgan Stanley
New York
$15.8M +$3M +79,895 +24%
LPL Financial
5
LPL Financial
California
$11.9M +$393K +10,474 +3%
Wells Fargo
6
Wells Fargo
California
$9.79M +$12.5K +334 +0.1%
Bank of America
7
Bank of America
North Carolina
$8.38M +$269K +7,153 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.92M +$141K +3,745 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.87M -$152K -4,038 -3%
DWM
10
Darwin Wealth Management
Florida
$4.04M +$1.01M +26,980 +34%
BIAS
11
Beacon Investment Advisory Services
New Jersey
$4.02M +$3.61M +96,095 +970%
PAG
12
Private Advisor Group
New Jersey
$3.91M +$58.2K +1,550 +2%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.87M +$232K +6,186 +6%
Ameriprise
14
Ameriprise
Minnesota
$3.42M +$245K +6,517 +8%
MFS
15
Madrona Financial Services
Washington
$3.2M -$29K -773 -0.9%
MAS
16
Madden Advisory Services
Florida
$2.8M -$1.58K -42 -0.1%
BCM
17
Brookstone Capital Management
Illinois
$2.66M +$109K +2,900 +4%
EK
18
Evensky & Katz
Florida
$2.6M +$1.92M +51,118 +294%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.34M +$311K +8,281 +16%
GWM
20
Geneos Wealth Management
Colorado
$2.18M +$1.85M +49,345 +607%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$2.1M +$533K +14,200 +35%
NPC
22
National Planning Corporation
California
$1.84M -$40K -1,066 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.84M +$288K +7,661 +19%
CCM
24
Coldstream Capital Management
Washington
$1.74M +$1.73M +45,944 New
AAS
25
Annex Advisory Services
Wisconsin
$1.72M +$87.9K +2,341 +5%
1
2 3 4 5

AOM Hedge Fund Activity: Q3 2017 in Review

100 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2017, worth a combined $243M — up 19% from $204M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AOM positions and 5 closed out — a net gain of 6 holders — while 46 added to existing stakes and 24 trimmed.

The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $16.3M. The largest seller was IHT Wealth Management, cutting an estimated $1.31M.

  • 100 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2017, up from 96 in Q2 2017.
  • Funds reported $243M of iShares Core Moderate Allocation ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 11 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2017 and 5 closed out, a net change of +6 holders.
  • The largest iShares Core Moderate Allocation ETF buyer in Q3 2017 was Stuart Chaussee & Associates, an estimated $16.3M added.
  • The largest iShares Core Moderate Allocation ETF seller in Q3 2017 was IHT Wealth Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2017.