iShares Core Moderate Allocation ETF
AOM
232 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 104 increasing their positions, 70 reducing their positions, and 21 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 70
6% more capital invested
Capital invested by funds: $529M → $562M (+$32.4M)
0.27% more ownership
Funds ownership: 31.17% → 31.45% (+0.27%)
2% less funds holding
Funds holding: 237 → 232 (-5)
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$49.4M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$7.56M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.8M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.59M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$5.8M |
| 2 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
-$4.84M |
| 3 |
RWM
Reston Wealth Management
Reston,
Virginia
|
-$4.31M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$3.28M |
| 5 |
TA
Tiedemann Advisors
New York
|
-$2.56M |
AOM Hedge Fund Activity: Q3 2021 in Review
232 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q3 2021, worth a combined $562M — up 6.1% from $529M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of AOM and 18 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 104 added.
The largest buyer was AE Wealth Management, adding an estimated $49.4M. The largest seller was ARQ Wealth Advisors, exiting entirely with an estimated $5.8M sold.
- 232 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q3 2021, down from 237 in Q2 2021.
- Funds reported $562M of iShares Core Moderate Allocation ETF stock for Q3 2021, up 6.1% quarter-over-quarter.
- 18 funds opened new iShares Core Moderate Allocation ETF positions in Q3 2021 and 21 closed out, a net change of -3 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.4M added.
- The largest iShares Core Moderate Allocation ETF seller in Q3 2021 was ARQ Wealth Advisors, an estimated $5.8M sold.
Based on aggregated 13F filings for Q3 2021.