iShares Core Moderate Allocation ETF
127 hedge funds and large institutions have $256M invested in iShares Core Moderate Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 14 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 29
1.19% more ownership
Funds ownership: 27.11% → 28.3% (+1.2%)
3% more capital invested
Capital invested by funds: $249M → $256M (+$7.39M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 131 → 127 (-4)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$2.68M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.06M |
| 3 |
Jane Street
New York
|
+$1.97M |
| 4 |
TA
Tiedemann Advisors
New York
|
+$1.88M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.75M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$3.2M |
| 2 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$1.75M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.19M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.05M |
AOM Hedge Fund Activity: Q2 2018 in Review
127 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2018, worth a combined $256M — up 3% from $249M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of AOM and 11 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 50 added.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $2.68M. The largest seller was Morgan Stanley, cutting an estimated $3.2M.
- 127 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2018, down from 131 in Q1 2018.
- Funds reported $256M of iShares Core Moderate Allocation ETF stock for Q2 2018, up 3% quarter-over-quarter.
- 11 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2018 and 14 closed out, a net change of -3 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $2.68M added.
- The largest iShares Core Moderate Allocation ETF seller in Q2 2018 was Morgan Stanley, an estimated $3.2M sold.
Based on aggregated 13F filings for Q2 2018.