iShares Core Moderate Allocation ETF
126 hedge funds and large institutions have $340M invested in iShares Core Moderate Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 12 closing their positions.
33% more capital invested
Capital invested by funds: $256M → $340M (+$83.9M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.37% less ownership
Funds ownership: 28.3% → 27.94% (-0.37%)
1% less funds holding
Funds holding: 127 → 126 (-1)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
18% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.48M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.58M |
| 3 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$1.51M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.11M |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.81M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.78M |
| 3 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$1.68M |
| 4 |
Morgan Stanley
New York
|
-$1.25M |
| 5 |
VF
Virtu Financial
New York
|
-$1.18M |
AOM Hedge Fund Activity: Q3 2018 in Review
126 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2018, worth a combined $340M — up 33% from $256M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of AOM and 11 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 40 added.
The largest buyer was Jane Street, adding an estimated $3.48M. The largest seller was Bank of America, cutting an estimated $1.81M.
- 126 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2018, down from 127 in Q2 2018.
- Funds reported $340M of iShares Core Moderate Allocation ETF stock for Q3 2018, up 33% quarter-over-quarter.
- 11 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2018 and 12 closed out, a net change of -1 holder.
- The largest iShares Core Moderate Allocation ETF buyer in Q3 2018 was Jane Street, an estimated $3.48M added.
- The largest iShares Core Moderate Allocation ETF seller in Q3 2018 was Bank of America, an estimated $1.81M sold.
Based on aggregated 13F filings for Q3 2018.