iShares Core Moderate Allocation ETF
125 hedge funds and large institutions have $317M invested in iShares Core Moderate Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 5 closing their positions.
520% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 5
189% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 18
31% more capital invested
Capital invested by funds: $243M → $317M (+$74.2M)
25% more funds holding
Funds holding: 100 → 125 (+25)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3.59% more ownership
Funds ownership: 30.59% → 34.17% (+3.6%)
Top Buyers
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$13.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$13.5M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$5.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.94M |
| 5 |
TA
Tiedemann Advisors
New York
|
+$3.87M |
Top Sellers
AOM Hedge Fund Activity: Q4 2017 in Review
125 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2017, worth a combined $317M — up 31% from $243M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AOM positions and 5 closed out — a net gain of 26 holders — while 52 added to existing stakes and 18 trimmed.
The largest buyer was Stuart Chaussee & Associates, adding an estimated $13.7M. The largest seller was Beacon Investment Advisory Services, cutting an estimated $3.78M.
- 125 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2017, up from 100 in Q3 2017.
- Funds reported $317M of iShares Core Moderate Allocation ETF stock for Q4 2017, up 31% quarter-over-quarter.
- 31 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2017 and 5 closed out, a net change of +26 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2017 was Stuart Chaussee & Associates, an estimated $13.7M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2017 was Beacon Investment Advisory Services, an estimated $3.78M sold.
Based on aggregated 13F filings for Q4 2017.