iShares Core Moderate Allocation ETF
237 hedge funds and large institutions have $572M invested in iShares Core Moderate Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 14 closing their positions.
121% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 14
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
14% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 77
8% more capital invested
Capital invested by funds: $529M → $572M (+$43M)
7% more funds holding
Funds holding: 221 → 237 (+16)
2.29% more ownership
Funds ownership: 34.13% → 36.42% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
+$87.2M |
| 2 |
TA
Tiedemann Advisors
New York
|
+$6.18M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$3.72M |
| 4 |
BlackRock
New York
|
+$3.67M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$41.6M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$3.04M |
| 3 |
Jane Street
New York
|
-$2.08M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.85M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
-$1.76M |
AOM Hedge Fund Activity: Q2 2021 in Review
237 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2021, worth a combined $572M — up 8.1% from $529M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AOM positions and 14 closed out — a net gain of 17 holders — while 88 added to existing stakes and 77 trimmed.
The largest buyer was Weitzel Financial Services, adding an estimated $87.2M. The largest seller was AE Wealth Management, cutting an estimated $41.6M.
- 237 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2021, up from 221 in Q1 2021.
- Funds reported $572M of iShares Core Moderate Allocation ETF stock for Q2 2021, up 8.1% quarter-over-quarter.
- 31 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2021 and 14 closed out, a net change of +17 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $87.2M added.
- The largest iShares Core Moderate Allocation ETF seller in Q2 2021 was AE Wealth Management, an estimated $41.6M sold.
Based on aggregated 13F filings for Q2 2021.