iShares Core Moderate Allocation ETF
252 hedge funds and large institutions have $601M invested in iShares Core Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 23 closing their positions.
109% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 23
48% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 67
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
9% more funds holding
Funds holding: 232 → 252 (+20)
7% more capital invested
Capital invested by funds: $562M → $601M (+$38.8M)
0.69% more ownership
Funds ownership: 31.45% → 32.13% (+0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$13.9M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$11.5M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$9.28M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.76M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$39.8M |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$3.92M |
| 3 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$3.87M |
| 4 |
Barclays
London,
United Kingdom
|
-$3.52M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.98M |
AOM Hedge Fund Activity: Q4 2021 in Review
252 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q4 2021, worth a combined $601M — up 6.9% from $562M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new AOM positions and 23 closed out — a net gain of 25 holders — while 99 added to existing stakes and 67 trimmed.
The largest buyer was Compass Ion Advisors, adding an estimated $13.9M. The largest seller was AE Wealth Management, cutting an estimated $39.8M.
- 252 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q4 2021, up from 232 in Q3 2021.
- Funds reported $601M of iShares Core Moderate Allocation ETF stock for Q4 2021, up 6.9% quarter-over-quarter.
- 48 funds opened new iShares Core Moderate Allocation ETF positions in Q4 2021 and 23 closed out, a net change of +25 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q4 2021 was Compass Ion Advisors, an estimated $13.9M added.
- The largest iShares Core Moderate Allocation ETF seller in Q4 2021 was AE Wealth Management, an estimated $39.8M sold.
Based on aggregated 13F filings for Q4 2021.