iShares Core Moderate Allocation ETF
158 hedge funds and large institutions have $564M invested in iShares Core Moderate Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 11 closing their positions.
300% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 11
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
66% more capital invested
Capital invested by funds: $340M → $564M (+$224M)
25% more funds holding
Funds holding: 126 → 158 (+32)
19.3% more ownership
Funds ownership: 27.94% → 47.24% (+19%)
2% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 47
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$183M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$33.6M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$17.5M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$13.8M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$8.69M |
Top Sellers
AOM Hedge Fund Activity: Q4 2018 in Review
158 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2018, worth a combined $564M — up 66% from $340M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new AOM positions and 11 closed out — a net gain of 33 holders — while 46 added to existing stakes and 47 trimmed.
The largest buyer was Wells Fargo, adding an estimated $183M. The largest seller was Jane Street, exiting entirely with an estimated $6.12M sold.
- 158 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2018, up from 126 in Q3 2018.
- Funds reported $564M of iShares Core Moderate Allocation ETF stock for Q4 2018, up 66% quarter-over-quarter.
- 44 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2018 and 11 closed out, a net change of +33 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2018 was Wells Fargo, an estimated $183M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2018 was Jane Street, an estimated $6.12M sold.
Based on aggregated 13F filings for Q4 2018.