iShares Core Moderate Allocation ETF
226 hedge funds and large institutions have $444M invested in iShares Core Moderate Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 98 reducing their positions, and 41 closing their positions.
9% less funds holding
Funds holding: 249 → 226 (-23)
11.87% less ownership
Funds ownership: 44.46% → 32.59% (-12%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
31% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 98
35% less capital invested
Capital invested by funds: $687M → $444M (-$243M)
37% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.33M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$3.44M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$3.06M |
| 4 |
Jane Street
New York
|
+$2.19M |
| 5 |
RL
Retireful LLC
Haslett,
Michigan
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AT
Arden Trust
Wilmington,
Delaware
|
-$49.7M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$48.1M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$44M |
| 4 |
Morgan Stanley
New York
|
-$43.3M |
| 5 |
TA
Tiedemann Advisors
New York
|
-$25.2M |
AOM Hedge Fund Activity: Q1 2023 in Review
226 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q1 2023, worth a combined $444M — down 35% from $687M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of AOM and 26 opened new positions — a net loss of 15 holders — while 98 trimmed existing stakes and 68 added.
The largest buyer was BlackRock, adding an estimated $5.33M. The largest seller was Arden Trust, cutting an estimated $49.7M.
- 226 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q1 2023, down from 249 in Q4 2022.
- Funds reported $444M of iShares Core Moderate Allocation ETF stock for Q1 2023, down 35% quarter-over-quarter.
- 26 funds opened new iShares Core Moderate Allocation ETF positions in Q1 2023 and 41 closed out, a net change of -15 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q1 2023 was BlackRock, an estimated $5.33M added.
- The largest iShares Core Moderate Allocation ETF seller in Q1 2023 was Arden Trust, an estimated $49.7M sold.
Based on aggregated 13F filings for Q1 2023.